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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: 197193 (-4)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$213M +$20.5M +436,721 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$139M +$4.78M +101,696 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$138M -$3.95M -83,889 -3%
Invesco
4
Invesco
Georgia
$119M +$4.24M +90,187 +4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$90.3M +$9.42M +200,273 +12%
Morgan Stanley
6
Morgan Stanley
New York
$78.5M -$11.4M -242,896 -13%
PAG
7
Private Advisor Group
New Jersey
$55.8M -$8.2M -174,365 -13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$54.4M +$487K +10,358 +0.9%
Bank of America
9
Bank of America
North Carolina
$50.7M -$178K -3,775 -0.4%
BC
10
Brio Consultants
California
$50.3M +$2.19M +46,485 +5%
RFA
11
RTD Financial Advisors
Pennsylvania
$41.7M +$1.58M +33,583 +4%
KW
12
KWB Wealth
California
$35.5M -$572K -12,162 -2%
HFS
13
Howard Financial Services
Texas
$34.4M +$621K +13,200 +2%
DAS
14
Dynamic Advisor Solutions
Arizona
$29.5M +$1.07M +22,827 +4%
Raymond James Financial
15
Raymond James Financial
Florida
$24.9M +$2.08M +44,110 +9%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$24.9M +$5.12M +108,758 +26%
BCM
17
Brookstone Capital Management
Illinois
$23.5M -$1.15M -24,373 -5%
PBF
18
Petix & Botte Financial
California
$19.1M +$2.44M +51,773 +15%
JSW
19
Journey Strategic Wealth
New Jersey
$16.5M +$1.35M +28,689 +9%
Wells Fargo
20
Wells Fargo
California
$16.4M -$386K -8,196 -2%
KFP
21
KMG Fiduciary Partners
Ohio
$15.7M +$951K +20,213 +7%
FFN
22
Focus Financial Network
Minnesota
$14.9M +$670K +14,251 +5%
RIS
23
Richmond Investment Services
Wisconsin
$14.7M +$3.44M +73,039 +31%
VCP
24
Verus Capital Partners
Arizona
$13.7M +$639K +13,586 +5%
RWA
25
Rooted Wealth Advisors
Illinois
$13.2M +$566K +12,021 +5%