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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

138 hedge funds and large institutions have $883M invested in Invesco Total Return Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
65
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$162M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58.2M
3
GM
3
GeoWealth Management
Illinois
$22.4M
4
LPL Financial
4
LPL Financial
California
$118M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.92M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$1.55M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$0
3
LFAS
3
Level Four Advisory Services
Texas
$704K
4
SWA
4
Stratos Wealth Advisors
Ohio
$0
5
VCP
5
Verus Capital Partners
Arizona
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$6.59M 141,832 +23,567 +20%
RT
27
Rockland Trust
Massachusetts
$6.37M 137,211 -13,087 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.15M 132,467 -171 -0.1%
KFP
29
KMG Fiduciary Partners
Ohio
$6.08M 130,964 +18,009 +16%
DAS
30
Dynamic Advisor Solutions
Arizona
$5.7M 122,683 +55,210 +82%
HFS
31
Howard Financial Services
Texas
$5.46M 117,505 -21,716 -16%
IWP
32
IAG Wealth Partners
Wisconsin
$4.39M 94,451 -5,756 -6%
DC
33
Destiny Capital
Colorado
$4.37M 94,014 +155 +0.2%
GLA
34
Good Life Advisors
Pennsylvania
$4.07M 87,559 +11,481 +15%
RJA
35
Raymond James & Associates
Florida
$3.96M 85,196 -587 -0.7%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$3.92M 84,429 +84,429 New
LOIP
37
Live Oak Investment Partners
Texas
– – – –
CW
38
Channel Wealth
California
$3.85M 82,765 +25,000 +43%
Truist Financial
39
Truist Financial
North Carolina
$3.75M 80,611 +900 +1%
FHA
40
Flagship Harbor Advisors
Massachusetts
$3.47M 74,713 +2,699 +4%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$3.24M 69,798 -41,845 -37%
SDWMA
42
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.24M 69,724 +7,580 +12%
AWA
43
Alta Wealth Advisors
Massachusetts
$3.16M 67,987 +10,318 +18%
IWP
44
Insight Wealth Partners
Texas
$3.1M 66,740 -31,156 -32%
Lido Advisors
45
Lido Advisors
California
$3.05M 65,543 -9,046 -12%
LA
46
LexAurum Advisors
Kansas
$2.93M 63,156 +45,266 +253%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.77M 59,693 +8,755 +17%
GWP
48
Gateway Wealth Partners
Wisconsin
$2.64M 56,843 +2,885 +5%
HW
49
Hedeker Wealth
Illinois
$2.57M 55,374 +16,163 +41%
FAIM
50
Financial Advocates Investment Management
Washington
$2.57M 55,259 +7,965 +17%
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