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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: 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
LPL Financial
1
LPL Financial
California
$150M -$154K -3,293 -0.1%
Osaic Holdings
2
Osaic Holdings
Arizona
$138M -$3.66M -78,289 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$137M +$12M +257,405 +10%
Invesco
4
Invesco
Georgia
$110M +$39.8K +852 +0%
Morgan Stanley
5
Morgan Stanley
New York
$91.4M +$8.92M +191,026 +11%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$79.6M +$4.82M +103,176 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$52M +$22.5M +481,544 +77%
BC
8
Brio Consultants
California
$45.7M +$2.67M +57,228 +6%
RFA
9
RTD Financial Advisors
Pennsylvania
$40M +$119K +2,549 +0.3%
T
10
Tidemark
California
$36.3M +$2.38M +50,965 +7%
KW
11
KWB Wealth
California
$36.2M -$181K -3,875 -0.5%
Bank of America
12
Bank of America
North Carolina
$34.5M +$143K +3,069 +0.4%
HFS
13
Howard Financial Services
Texas
$33.5M +$661K +14,159 +2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$28.1M +$121K +2,584 +0.4%
PAG
15
Private Advisor Group
New Jersey
$27.9M +$2.56M +54,738 +10%
DAS
16
Dynamic Advisor Solutions
Arizona
$27.3M +$935K +20,018 +4%
SWM
17
Spire Wealth Management
Virginia
$26.3M +$619K +13,257 +2%
BCM
18
Brookstone Capital Management
Illinois
$23.5M -$1.77M -37,990 -7%
Raymond James Financial
19
Raymond James Financial
Florida
$19.4M +$471K +10,083 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$18.7M +$12M +257,370 +184%
IA
21
IFG Advisory
Georgia
$17.8M +$439K +9,409 +3%
FFN
22
Focus Financial Network
Minnesota
$17.6M +$300K +6,426 +2%
Wells Fargo
23
Wells Fargo
California
$16.1M +$1.72M +36,754 +12%
JSW
24
Journey Strategic Wealth
New Jersey
$14.2M -$753K -16,126 -5%
KFP
25
KMG Fiduciary Partners
Ohio
$14.1M +$1.41M +30,286 +11%