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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

89 hedge funds and large institutions have $417M invested in Invesco Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
12
Increased
41
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$29.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$21.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.3M
5
LFAS
5
Level Four Advisory Services
Texas
$12.9M

Top Sellers

1
DWP
1
Destiny Wealth Partners
Florida
$23K
2
MCM
2
Mainstay Capital Management
Michigan
$231K
3
FHC
3
First Heartland Consultants
Missouri
$439K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$43M
5
CRCM
5
Corbett Road Capital Management
Virginia
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$3.34M 59,683 +5,652 +10%
KAS
27
Kestra Advisory Services
Texas
$2.92M 52,204 +3,590 +7%
QA
28
Quantitative Advantage
Minnesota
$2.89M 51,527 +10,986 +27%
BBA
29
Braun-Bostich & Associates
Pennsylvania
$2.66M 47,540 +2,852 +6%
MA
30
MJP Associates
Connecticut
$2.56M 45,647 -6,444 -12%
HAS
31
HBW Advisory Services
California
$2.35M 41,998 -2,012 -5%
GLA
32
Good Life Advisors
Pennsylvania
$2.34M 41,691 +9,875 +31%
NA
33
NewEdge Advisors
Louisiana
$2.31M 41,276 +9,981 +32%
PAG
34
Private Advisor Group
New Jersey
$2.25M 40,220 +40,220 New
JSL
35
JT Stratford LLC
Georgia
$2.16M 38,463 +2,296 +6%
SDWMA
36
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.15M 38,414 +3,266 +9%
CRCM
37
Corbett Road Capital Management
Virginia
$2.06M 36,764 -39,238 -52%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.98M 35,346 -24,928 -41%
HI
39
Harbour Investments
Wisconsin
$1.64M 29,343 +29,343 New
MML Investors Services
40
MML Investors Services
Massachusetts
$1.62M 28,841 +8,063 +39%
CAL
41
Capital Analysts LLC
Pennsylvania
$1.61M 28,727 -7,361 -20%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.54M 27,509 -22,324 -45%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$1.48M 26,407 +26,407 New
CWM
44
Capital Wealth Management
Rhode Island
$1.42M 25,418 +5,843 +30%
PA
45
PFG Advisors
Arizona
$1.35M 24,083 +4,781 +25%
NFG
46
Nations Financial Group
Iowa
$1.34M 23,888 -2,374 -9%
CFG
47
Citizens Financial Group
Rhode Island
$1.27M 22,664 -1,976 -8%
IA
48
IFP Advisors
Florida
$1.23M 22,004 +1,068 +5%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.23M 21,953 +56 +0.3%
RG
50
Retirement Group
California
$1.22M 21,858 +6,050 +38%
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