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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
HNW
201
High Note Wealth
Minnesota
$15
AWM
202
Axxcess Wealth Management
California
-$10.6M -224,498 Closed
WS
203
Wilian Securities
Minnesota
-$5.87M -123,697 Closed
Goldman Sachs
204
Goldman Sachs
New York
-$2.52M -53,225 Closed
DAS
205
Diversify Advisory Services
Utah
-$2.33M -48,994 Closed
JWCA
206
J.W. Cole Advisors
Florida
-$1.99M -41,905 Closed
HH
207
Hilltop Holdings
Texas
-$1.09M -22,993 Closed
AWA
208
Arete Wealth Advisors
Illinois
-$1M -21,142 Closed
TAP
209
TSG Advice Partners
Ohio
-$461K -9,716 Closed
JSL
210
JT Stratford LLC
Georgia
-$452K -9,527 Closed
GS
211
GTS Securities
New York
-$401K -8,450 Closed
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
-$315K -6,636 Closed
WIP
213
WealthCare Investment Partners
Rhode Island
-$268K -5,662 Closed
KCP
214
Kera Capital Partners
California
-$246K -5,193 Closed
WN
215
Williams & Novak
California
-$231K -4,875 Closed
SAI
216
Savvy Advisors Inc
New York
-$228K -4,799 Closed
EWA
217
Emergent Wealth Advisors
New York
-$223K -4,711 Closed
IWA
218
IVC Wealth Advisors
Pennsylvania
-$207K -4,369 Closed
BBES
219
Buffalo Business & Estate Services
New York
-$200K -4,221 Closed
CWP
220
Concord Wealth Partners
Virginia
-$25.5K -538 Closed
WAG
221
Wilkerson Advisory Group
Missouri
-$1.28K -27 Closed
ACA
222
Aptus Capital Advisors
Alabama
-$1.04K -22 Closed
EPG
223
Estate Planners Group
Pennsylvania
-$381 -8 Closed