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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
LPL Financial
1
LPL Financial
California
$226M +$13.8M +291,304 +6%
Bank of America
2
Bank of America
North Carolina
$179M +$127M +2,680,104 +237%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$154M +$14.1M +297,194 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$125M -$2.09M -44,072 -2%
Invesco
5
Invesco
Georgia
$93.7M -$103M -2,180,673 -52%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$83.7M -$13M -274,303 -13%
Morgan Stanley
7
Morgan Stanley
New York
$75.9M -$4.82M -101,682 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$62.3M +$9.1M +191,848 +17%
PAG
9
Private Advisor Group
New Jersey
$59.2M +$5.94M +125,255 +11%
BC
10
Brio Consultants
California
$56M +$2.67M +56,196 +5%
RFA
11
RTD Financial Advisors
Pennsylvania
$39.3M +$1.24M +26,222 +3%
HFS
12
Howard Financial Services
Texas
$36M +$1.3M +27,377 +4%
Raymond James Financial
13
Raymond James Financial
Florida
$31.8M +$4.95M +104,298 +18%
DAS
14
Dynamic Advisor Solutions
Arizona
$28.9M +$1.13M +23,811 +4%
IAA
15
Independent Advisor Alliance
North Carolina
$28.7M +$28.8M +607,272 +9,715%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$25.9M +$3.16M +66,612 +14%
BCM
17
Brookstone Capital Management
Illinois
$23.8M -$131K -2,769 -0.5%
PBF
18
Petix & Botte Financial
California
$22.9M -$10.2M -214,747 -47%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$22.4M +$8.79M +185,222 +62%
ACA
20
American Capital Advisory
Idaho
$18.4M +$5.78M +121,863 +45%
JSW
21
Journey Strategic Wealth
New Jersey
$17.8M +$861K +18,147 +5%
KFP
22
KMG Fiduciary Partners
Ohio
$17.7M +$323K +6,817 +2%
RIS
23
Richmond Investment Services
Wisconsin
$16.8M +$684K +14,422 +4%
Wells Fargo
24
Wells Fargo
California
$16.1M +$1.6M +33,750 +11%
HighTower Advisors
25
HighTower Advisors
Illinois
$14.7M +$13.5M +284,522 +954%