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Invesco Total Return Bond ETF

200 hedge funds and large institutions have $1.89B invested in Invesco Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 95 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$93.3M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.11% less ownership

Funds ownership: 89.11%89% (-0.11%)

3% less funds holding

Funds holding: 206200 (-6)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
200
Holders Change
-6
Holders Change %
-2.91%
% of All Funds
2.46%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
19
Increased
95
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
151
Meridian Financial
Massachusetts
$306K +$310K +6,540 New
AWMG
152
ADG Wealth Management Group
Louisiana
$301K +$32.7K +689 +12%
BW
153
BIP Wealth
Georgia
$300K
ASN
154
Advisory Services Network
Georgia
$290K +$2.99K +63 +1%
SWG
155
Summit Wealth Group
Vermont
$282K +$5.5K +116 +2%
FGA
156
Fortis Group Advisors
New Jersey
$279K
CSW
157
Cogent Strategic Wealth
Illinois
$275K +$2.66K +56 +1%
Stifel Financial
158
Stifel Financial
Missouri
$263K +$17.7K +373 +7%
GM
159
GeoWealth Management
Illinois
$262K -$35K -737 -12%
NFP
160
NorthLanding Financial Partners
New York
$241K +$2.61K +55 +1%
APW
161
Axim Planning & Wealth
Ohio
$225K -$99.8K -2,105 -30%
LFAS
162
Level Four Advisory Services
Texas
$204K -$2.04K -43 -1%
PWS
163
Proactive Wealth Strategies
Georgia
$203K +$206K +4,343 New
TPCW
164
TD Private Client Wealth
New York
$179K +$104K +2,189 +135%
SEP
165
Signature Equity Partners
Ohio
$172K +$13.9K +292 +9%
CAL
166
Capital Analysts LLC
Pennsylvania
$161K -$11.2K -236 -6%
GAG
167
Goodman Advisory Group
Massachusetts
$134K -$7.83K -165 -5%
CA
168
CoreCap Advisors
Michigan
$127K -$46K -969 -26%
KFP
169
Kerr Financial Planning
California
$111K
GWM
170
Geneos Wealth Management
Colorado
$102K
AF
171
Allworth Financial
California
$93.9K +$15.9K +336 +20%
IA
172
IFG Advisory
Georgia
$78.1K -$10.8M -227,106 -99%
IWP
173
IAG Wealth Partners
Wisconsin
$74K
Fidelity Investments
174
Fidelity Investments
Massachusetts
$71.2K +$37.9K +800 +111%
YDMI
175
Y.D. More Investments
Israel
$70K +$71.2K +1,500 New