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Invesco Total Return Bond ETF
206 hedge funds and large institutions have $1.8B invested in Invesco Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
26% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 69
7% more funds holding
Funds holding: 193 → 206 (+13)
5% more capital invested
Capital invested by funds: $1.71B → $1.8B (+$85.7M)
0.18% more ownership
Funds ownership: 88.92% → 89.11% (+0.18%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
2.51%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
29
Increased
87
Reduced
69
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$80M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.68M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$6.28M |
| 4 |
CFG
Cooper Financial Group
Irvine,
California
|
+$5.84M |
| 5 |
IWA
Integrity Wealth Advisors
Ventura,
California
|
+$4.79M |
Top Sellers
| 1 |
KW
KWB Wealth
Redlands,
California
|
-$24.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.45M |
| 3 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$8.02M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.32M |
| 5 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$3.8M |
