We are live on ! Find out more
GTO icon

Invesco Total Return Bond ETF

193 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, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

55% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 62

2% more funds holding

Funds holding: 189193 (+4)

2% more capital invested

Capital invested by funds: $1.61B → $1.64B (+$32.8M)

2.33% less ownership

Funds ownership: 88.91%86.58% (-2.3%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.59%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.23%
New
22
Increased
96
Reduced
62
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
176
Newbridge Financial Services Group
Florida
$23.5K
AG
177
AmeriFlex Group
Nevada
$20.7K +$20.6K +441 New
CFD
178
Creative Financial Designs
Indiana
$20.2K +$20.1K +430 New
CTC
179
Central Trust Company
Missouri
$19.7K +$19.6K +419 New
CW
180
Cooksen Wealth
Texas
$10.5K +$10.5K +224 New
CAL
181
Capital Analysts LLC
Pennsylvania
$10K -$2.48K -53 -19%
SPIA
182
Steward Partners Investment Advisory
New York
$7.88K -$747 -16 -9%
AWM
183
AE Wealth Management
Kansas
$7.04K -$8.78K -188 -56%
UBS Group
184
UBS Group
Switzerland
$6.76K -$84.5K -1,810 -93%
T
185
Transce3nd
Texas
$5.68K
FGAM
186
Financial Gravity Asset Management
Texas
$2.02K +$2.01K +43 New
HC
187
Hurley Capital
New York
$1.88K +$1.87K +40 New
FFA
188
Frazier Financial Advisors
Ohio
$1.7K
WWMSC
189
Wagner Wealth Management (South Carolina)
South Carolina
$1.35K +$47 +1 +4%
LFG
190
Larson Financial Group
Missouri
$1.14K
AAP
191
Arax Advisory Partners
Colorado
$611 +$607 +13 New
Fidelity Investments
192
Fidelity Investments
Massachusetts
$516 +$514 +11 New
KHC
193
Koesten Hirschmann & Crabtree
Kansas
$47
HNW
194
High Note Wealth
Minnesota
$15
IAA
195
Independent Advisor Alliance
North Carolina
-$23.5M -507,423 Closed
LA
196
LexAurum Advisors
Kansas
-$4.59M -98,890 Closed
AZ
197
Alpha Zero
Florida
-$3.05M -65,726 Closed
WN
198
Williams & Novak
California
-$800K -17,236 Closed
FIA
199
Foundations Investment Advisors
Arizona
-$416K -8,972 Closed
FGA
200
Fortis Group Advisors
New Jersey
-$409K -8,818 Closed