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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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.09M 19,360 – –
HIP
52
HUB Investment Partners
Texas
$985K 17,581 +6,931 +65%
IAN
53
Integrated Advisors Network
Texas
$862K 15,385 +15,385 New
NFG
54
Next Financial Group
Texas
$751K 13,414 +4,985 +59%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
– – – –
GWM
56
Geneos Wealth Management
Colorado
$699K 12,389 – –
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$676K 12,062 -166 -1%
RJA
58
Raymond James & Associates
Florida
$598K 10,678 -3,136 -23%
GVAG
59
Great Valley Advisor Group
Delaware
$597K 10,650 +10,650 New
JWCA
60
J.W. Cole Advisors
Florida
$589K 10,506 +3,668 +54%
AWA
61
Alta Wealth Advisors
Massachusetts
$561K 10,015 +4,047 +68%
OMC
62
Old Mission Capital
Illinois
$500K 8,926 +8,926 New
TI
63
tru Independence
Oregon
$453K 8,087 +2,049 +34%
FHA
64
Flagship Harbor Advisors
Massachusetts
$448K 8,002 +1,592 +25%
FHC
65
First Heartland Consultants
Missouri
$439K 7,842 -74,963 -91%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$414K 7,396 -2,630 -26%
VR
67
Viridian RIA
Washington
– – – –
APA
68
American Portfolios Advisors
New York
$410K 7,324 -837 -10%
LB
69
Leo Brokerage
Texas
$389K 6,937 +6,937 New
CIBC World Market
70
CIBC World Market
Ontario, Canada
$375K 6,702 +6,702 New
GT
71
Greenleaf Trust
Michigan
$300K 5,352 +5,352 New
IFG
72
Investors Financial Group
Minnesota
$263K 4,703 -12,623 -73%
IA
73
IFG Advisory
Georgia
$249K 4,456 – –
CW
74
CreativeOne Wealth
Kansas
$243K 4,334 +565 +15%
MCM
75
Mainstay Capital Management
Michigan
$231K 4,116 -123,638 -97%
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