GTO icon

Invesco Total Return Bond ETF
GTO

Overview Fund Activity

108 hedge funds and large institutions have $588M invested in Invesco Total Return Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.9%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
17
Increased
62
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$89.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$51.1M
4
SWM
4
Spire Wealth Management
Virginia
$35.8M
5
BCM
5
Brookstone Capital Management
Illinois
$4.38M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.36M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LFAS
4
Level Four Advisory Services
Texas
$11.9M
5
RJT
5
Raymond James Trust
Florida
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
51
HUB Investment Partners
Texas
$1.65M 29,019 +4,989 +21%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.63M 28,710 -122 -0.4%
MBTD
53
Mechanics Bank - Trust Department
California
$1.58M 27,790 +27,790 New
CAN
54
Cetera Advisor Networks
California
$1.58M 27,734 +2,699 +11%
PA
55
PFG Advisors
Arizona
$1.57M 27,570 +1,378 +5%
Barclays
56
Barclays
United Kingdom
$1.47M 25,905 +17,000 +191%
DAS
57
Dynamic Advisor Solutions
Arizona
$1.39M 24,437 +2,289 +10%
NA
58
NewEdge Advisors
Louisiana
$1.36M 24,006 -36,286 -60%
CFG
59
Citizens Financial Group
Rhode Island
$1.34M 23,521 +5,400 +30%
RJA
60
Raymond James & Associates
Florida
$1.25M 22,033 +6,506 +42%
NFG
61
Nations Financial Group
Iowa
$1.2M 21,196 -1,833 -8%
VWA
62
V Wealth Advisors
Kansas
$1.2M 21,107 +21,107 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$1.19M 20,967 -4,432 -17%
IAN
64
Integrated Advisors Network
Texas
$1.17M 20,577 -2,207 -10%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1.11M 19,360 – –
RG
66
Retirement Group
California
$1.06M 18,705 -793 -4%
NFG
67
Next Financial Group
Texas
$1.02M 17,981 +1,337 +8%
GWM
68
Geneos Wealth Management
Colorado
$1M 17,600 +3,579 +26%
FAIM
69
Financial Advocates Investment Management
Washington
$1M 17,633 +13,204 +298%
AWA
70
Alta Wealth Advisors
Massachusetts
$962K 16,936 +3,033 +22%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
– – – –
AIC
72
Ameritas Investment Company
Nebraska
$722K 12,709 +12,709 New
WA
73
WBH Advisory
Maryland
$672K 11,839 +860 +8%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$646K 11,381 +519 +5%
CF
75
Centaurus Financial
California
$637K 11,219 +6,192 +123%
1 2
3
4 5