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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

123 hedge funds and large institutions have $670M invested in Invesco Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+15
Holders Change %
+13.89%
% of All Funds
1.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
30
Increased
50
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$22.9M
2
LPL Financial
2
LPL Financial
California
$111M
3
RFA
3
RTD Financial Advisors
Pennsylvania
$14.6M
4
MCC
4
Money Concepts Capital
Florida
$11.2M
5
TCFP
5
Treasure Coast Financial Planning
Florida
$9.83M

Top Sellers

1
FFN
1
Focus Financial Network
Minnesota
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$32M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.57M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$430K
5
GWA
5
GGM Wealth Advisors
Maryland
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$1.98M 35,051 +2,467 +8%
HIP
52
HUB Investment Partners
Texas
$1.85M 32,757 +3,738 +13%
PA
53
PFG Advisors
Arizona
$1.65M 29,339 +1,769 +6%
AWA
54
Alta Wealth Advisors
Massachusetts
$1.65M 29,351 +12,415 +73%
CRCM
55
Corbett Road Capital Management
Virginia
$1.54M 27,345 -3,665 -12%
GM
56
GeoWealth Management
Illinois
$1.52M 26,915 -30,240 -53%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.46M 25,965 -2,745 -10%
FZCM
58
Flynn Zito Capital Management
New York
$1.46M 25,728 +25,728 New
AAS
59
Ameritas Advisory Services
Nebraska
$1.35M 23,985 +23,985 New
CFG
60
Citizens Financial Group
Rhode Island
$1.33M 23,556 +35 +0.1%
RJA
61
Raymond James & Associates
Florida
$1.28M 22,680 +647 +3%
NFG
62
Nations Financial Group
Iowa
$1.19M 21,043 -153 -0.7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$1.17M 20,720 -247 -1%
NA
64
NewEdge Advisors
Louisiana
$1.16M 20,513 -3,493 -15%
AF
65
Allworth Financial
California
$1.15M 20,388 +20,388 New
RA
66
RFG Advisory
Alabama
$1.15M 20,361 +20,361 New
VWA
67
V Wealth Advisors
Kansas
$1.14M 20,249 -858 -4%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.09M 19,360 – –
WA
69
WBH Advisory
Maryland
$1.08M 19,070 +7,231 +61%
IAN
70
Integrated Advisors Network
Texas
$1.04M 18,412 -2,165 -11%
GWM
71
Geneos Wealth Management
Colorado
$953K 16,925 -675 -4%
RG
72
Retirement Group
California
$933K 16,562 -2,143 -11%
BAM
73
Belpointe Asset Management
Nevada
$912K 16,183 +16,183 New
FAIM
74
Financial Advocates Investment Management
Washington
$902K 16,010 -1,623 -9%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
– – – –
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3
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