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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

128 hedge funds and large institutions have $731M invested in Invesco Total Return Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
17
Increased
53
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$108M
2
MCC
2
Money Concepts Capital
Florida
$25.6M
3
PI
3
PFS Investments
Georgia
$24.3M
4
BCM
4
Brookstone Capital Management
Illinois
$17.5M
5
FFN
5
Focus Financial Network
Minnesota
$16.8M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$953K
2
DWP
2
Destiny Wealth Partners
Florida
$0
3
Truist Financial
3
Truist Financial
North Carolina
$3.76M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$807K
5
VC
5
Vicus Capital
Pennsylvania
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$2.52M 53,364 -9,886 -16%
LFA
52
LGT Financial Advisors
Texas
$2.43M 51,551 -5,803 -10%
IA
53
IFP Advisors
Florida
$2.36M 45,408 -4,732 -9%
HIP
54
HUB Investment Partners
Texas
$2.3M 48,806 +1,009 +2%
FAIM
55
Financial Advocates Investment Management
Washington
$2.23M 47,294 +6,287 +15%
Mariner
56
Mariner
Kansas
$2.05M 43,496 -11,081 -20%
HW
57
Hedeker Wealth
Illinois
$1.85M 39,211 +23,654 +152%
SFWC
58
Strategic Family Wealth Counselors
New Jersey
$1.63M 34,506 -14,063 -29%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.53M 32,461 -25,526 -44%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.49M 31,568 -1,904 -6%
MW
61
Marcum Wealth
Ohio
$1.32M 27,927 +4,951 +22%
PA
62
PFG Advisors
Arizona
$1.24M 26,346 +17,086 +185%
BAM
63
Belpointe Asset Management
Nevada
$1.19M 25,199 +666 +3%
FFA
64
Founders Financial Alliance
North Carolina
$1.18M 24,987 -2,070 -8%
TCFP
65
Treasure Coast Financial Planning
Florida
$1.17M 24,886 -4,980 -17%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.17M 24,680 +5,320 +27%
NA
67
NewEdge Advisors
Louisiana
$1.12M 23,721 +8,220 +53%
RA
68
RFG Advisory
Alabama
$1.1M 23,259 +98 +0.4%
OMC
69
Old Mission Capital
Illinois
$1.09M 23,126 +5,998 +35%
CAN
70
Cetera Advisor Networks
California
$1.04M 22,089 +3,051 +16%
PFA
71
Pathway Financial Advisors
Vermont
$1.03M 21,727 -12,190 -36%
PWMG
72
Prestige Wealth Management Group
New Jersey
$953K 20,186 -236,754 -92%
VWA
73
V Wealth Advisors
Kansas
$933K 19,775 -27 -0.1%
CFG
74
Citizens Financial Group
Rhode Island
$865K 18,328 -627 -3%
IAN
75
Integrated Advisors Network
Texas
$856K 18,130 -661 -4%
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3
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