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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

86 hedge funds and large institutions have $305M invested in Invesco Total Return Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+21
Holders Change %
+32.31%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
28
Increased
41
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LS
1
Leelyn Smith
Illinois
$14.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$46.7M
3
LPL Financial
3
LPL Financial
California
$31.8M
4
FHC
4
First Heartland Consultants
Missouri
$4.78M
5
CRCM
5
Corbett Road Capital Management
Virginia
$4.38M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$7.37M
2
AF
2
Advisornet Financial
Minnesota
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$624K
4
PS
4
Portfolio Solutions
Michigan
$0
5
SWAG
5
Spectrum Wealth Advisory Group
California
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$2.8M +$896K +15,539 +47%
BBA
27
Braun-Bostich & Associates
Pennsylvania
$2.58M +$2.58M +44,688 New
HAS
28
HBW Advisory Services
California
$2.54M +$820K +14,211 +48%
QA
29
Quantitative Advantage
Minnesota
$2.34M -$77.3K -1,340 -3%
JSL
30
JT Stratford LLC
Georgia
$2.09M +$58.1K +1,008 +3%
CAL
31
Capital Analysts LLC
Pennsylvania
$2.08M +$144K +2,494 +7%
SDWMA
32
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.03M +$81.1K +1,406 +4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.99M +$1.24M +21,584 +166%
GLA
34
Good Life Advisors
Pennsylvania
$1.83M +$88.9K +1,547 +5%
SWAG
35
Spectrum Wealth Advisory Group
California
$1.83M -$1.78M -30,919 -49%
NA
36
NewEdge Advisors
Louisiana
$1.81M +$1.81M +31,295 New
VFM
37
Vivid Financial Management
California
$1.57M +$1.57M +27,191 New
NFG
38
Nations Financial Group
Iowa
$1.52M -$760K -13,169 -33%
CCFM
39
Clear Creek Financial Management
Washington
$1.52M +$1.52M +26,285 New
CFG
40
Citizens Financial Group
Rhode Island
$1.42M +$2.19K +38 +0.2%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$1.26M +$32.3K +560 +3%
IA
42
IFP Advisors
Florida
$1.21M +$55.7K +964 +5%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.2M -$147K -2,547 -11%
CWM
44
Capital Wealth Management
Rhode Island
$1.13M +$200K +3,459 +21%
PA
45
PFG Advisors
Arizona
$1.11M +$220K +3,816 +25%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1.11M +$1.11M +19,360 New
IFG
47
Investors Financial Group
Minnesota
$999K +$92.1K +1,597 +10%
RG
48
Retirement Group
California
$911K +$549K +9,520 +151%
Jane Street
49
Jane Street
New York
$835K -$897K -15,550 -52%
BFA
50
Beaumont Financial Advisors
Massachusetts
$826K +$826K +14,327 New
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2
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