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Invesco Total Return Bond ETF

191 hedge funds and large institutions have $1.64B invested in Invesco Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.6%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
22
Increased
96
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$20.2K +$20.2K +430 New
CTC
177
Central Trust Company
Missouri
$19.7K +$19.7K +419 New
CW
178
Cooksen Wealth
Texas
$10.5K +$10.5K +224 New
CAL
179
Capital Analysts LLC
Pennsylvania
$10K -$2.38K -53 -19%
SPIA
180
Steward Partners Investment Advisory
New York
$7.88K -$751 -16 -9%
AWM
181
AE Wealth Management
Kansas
$7.04K -$8.82K -188 -56%
UBS Group
182
UBS Group
Switzerland
$6.76K -$84.9K -1,810 -93%
T
183
Transce3nd
Texas
$5.68K
FGAM
184
Financial Gravity Asset Management
Texas
$2.02K +$2.02K +43 New
HC
185
Hurley Capital
New York
$1.88K +$1.88K +40 New
FFA
186
Frazier Financial Advisors
Ohio
$1.7K
WWM
187
Wagner Wealth Management
South Carolina
$1.35K +$46 +1 +4%
LFG
188
Larson Financial Group
Missouri
$1.14K
AAP
189
Arax Advisory Partners
Colorado
$611 +$611 +13 New
Fidelity Investments
190
Fidelity Investments
Massachusetts
$516 +$516 +11 New
KHC
191
Koesten Hirschmann & Crabtree
Kansas
$47
HNW
192
High Note Wealth
Minnesota
$15 -$15
IAA
193
Independent Advisor Alliance
North Carolina
-$23.5M -507,423 Closed
LA
194
LexAurum Advisors
Kansas
-$4.59M -98,890 Closed
WN
195
Williams & Novak
California
-$800K -17,236 Closed
FIA
196
Foundations Investment Advisors
Arizona
-$416K -8,972 Closed
FGA
197
Fortis Group Advisors
New Jersey
-$409K -8,818 Closed
CCM
198
Condor Capital Management
New Jersey
-$243K -5,235 Closed
EWA
199
EP Wealth Advisors
California
-$236K -5,092 Closed
CP
200
Castleview Partners
Texas
-$57.4K -1,235 Closed