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Invesco Total Return Bond ETF
193 hedge funds and large institutions have $1.71B invested in Invesco Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 71
0.7% more ownership
Funds ownership: 88.23% → 88.92% (+0.7%)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
2% less capital invested
Capital invested by funds: $1.74B → $1.71B (-$28.1M)
2% less funds holding
Funds holding: 197 → 193 (-4)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
16
Increased
87
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
T
Tidemark
San Diego,
California
|
-$32.9M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$26.3M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$22.7M |
| 4 |
Morgan Stanley
New York
|
-$11.4M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
201
Wedbush Securities
Los Angeles,
California
| – | -$257K | -5,491 | Closed |
|
|
GS
202
GTS Securities
New York
| – | -$254K | -5,420 | Closed |
|
203
Mariner
Overland Park,
Kansas
| – | -$236K | -5,043 | Closed |
|
|
IPW
204
Impact Partnership Wealth
Marietta,
Georgia
| – | -$205K | -4,369 | Closed |
|
|
BDPWM
205
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| – | -$142K | -3,034 | Closed |
|
|
AAS
206
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$19.8K | -423 | Closed |
|
|
T
207
Transce3nd
Kyle,
Texas
| – | -$5.67K | -121 | Closed |
|
|
KWM
208
Kiker Wealth Management
Jasper,
Georgia
| – | -$3.05K | -65 | Closed |
|
209
Fidelity Investments
Boston,
Massachusetts
| – | -$656 | -14 | Closed |
|
|
AAP
210
Arax Advisory Partners
Denver,
Colorado
| – | -$610 | -13 | Closed |
|