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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 Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$797K 13,814 +13,814 New
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$705K 12,228 +2,782 +29%
GWM
53
Geneos Wealth Management
Colorado
$693K 12,389 +597 +5%
Citadel Advisors
54
Citadel Advisors
Florida
$624K 10,826 -56,342 -84%
HIP
55
HUB Investment Partners
Texas
$615K 10,650 +10,650 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$578K 10,026 +5,686 +131%
NFG
57
Next Financial Group
Texas
$486K 8,429 +1,668 +25%
APA
58
American Portfolios Advisors
New York
$471K 8,161 +2,291 +39%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$439K 7,605 -255 -3%
JWCA
60
J.W. Cole Advisors
Florida
$394K 6,838 +6,838 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$370K 6,410 +9 +0.1%
AWA
62
Alta Wealth Advisors
Massachusetts
$344K 5,968 +5,968 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
– – – –
CA
64
Calton & Associates
Florida
$322K 5,582 +5,582 New
IA
65
IFG Advisory
Georgia
$256K 4,456 +120 +3%
GIA
66
GHP Investment Advisors
Colorado
$230K 3,991 +3,991 New
ML
67
McAdam LLC
Pennsylvania
$226K 3,965 +3,965 New
MOS
68
MGO One Seven
Ohio
$221K 3,825 +3,825 New
AIC
69
Ameritas Investment Company
Nebraska
$219K 3,800 +3,800 New
CW
70
CreativeOne Wealth
Kansas
$217K 3,769 +3,769 New
BF
71
BOK Financial
Oklahoma
$211K 3,657 +3,657 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
$206K 3,570 – –
SFS
73
Sowell Financial Services
Arkansas
$193K 3,353 – –
IAIM
74
International Assets Investment Management
Florida
$124K 2,158 +2,158 New
Citigroup
75
Citigroup
New York
$84K 1,450 – –
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