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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: 189 → 193 (+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: 18 → 17 (-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
–
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$22.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12M |
| 4 |
Morgan Stanley
New York
|
+$8.92M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$7.78M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
201
Condor Capital Management
Martinsville,
New Jersey
| – | -$243K | -5,235 | Closed |
|
|
EWA
202
EP Wealth Advisors
Torrance,
California
| – | -$236K | -5,092 | Closed |
|
|
CP
203
Castleview Partners
Dallas,
Texas
| – | -$57.4K | -1,235 | Closed |
|
|
FFO
204
Fortitude Family Office
Scottsdale,
Arizona
| – | -$38.1K | -821 | Closed |
|
205
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$33.4K | -720 | Closed |
|
|
TCPG
206
Trivant Custom Portfolio Group
San Diego,
California
| – | -$11.7K | -253 | Closed |
|
|
SSB
207
Sandy Spring Bank
Olney,
Maryland
| – | -$2.41K | -52 | Closed |
|
|
TRCT
208
Tower Research Capital (TRC)
New York
| – | -$46 | -1 | Closed |
|