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Invesco Total Return Bond ETF

199 hedge funds and large institutions have $1.88B invested in Invesco Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
151
ADG Wealth Management Group
Louisiana
$301K
BW
152
BIP Wealth
Georgia
$300K
ASN
153
Advisory Services Network
Georgia
$290K
SWG
154
Summit Wealth Group
Vermont
$282K
FGA
155
Fortis Group Advisors
New Jersey
$279K
CSW
156
Cogent Strategic Wealth
Illinois
$275K
Stifel Financial
157
Stifel Financial
Missouri
$263K
GM
158
GeoWealth Management
Illinois
$262K
NFP
159
NorthLanding Financial Partners
New York
$241K
APW
160
Axim Planning & Wealth
Ohio
$225K
LFAS
161
Level Four Advisory Services
Texas
$204K
PWS
162
Proactive Wealth Strategies
Georgia
$203K
TPCW
163
TD Private Client Wealth
New York
$179K
SEP
164
Signature Equity Partners
Ohio
$172K
CAL
165
Capital Analysts LLC
Pennsylvania
$161K
GAG
166
Goodman Advisory Group
Massachusetts
$134K
CA
167
CoreCap Advisors
Michigan
$127K
KFP
168
Kerr Financial Planning
California
$111K
GWM
169
Geneos Wealth Management
Colorado
$102K
AF
170
Allworth Financial
California
$93.9K
IA
171
IFG Advisory
Georgia
$78.1K
IWP
172
IAG Wealth Partners
Wisconsin
$74K
Fidelity Investments
173
Fidelity Investments
Massachusetts
$71.2K
YDMI
174
Y.D. More Investments
Israel
$70K
PB
175
Pinnacle Bancorp
Nebraska
$52K