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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

138 hedge funds and large institutions have $883M invested in Invesco Total Return Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
23
Increased
65
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$162M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58.2M
3
GM
3
GeoWealth Management
Illinois
$22.4M
4
LPL Financial
4
LPL Financial
California
$118M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.92M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$1.55M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$0
3
LFAS
3
Level Four Advisory Services
Texas
$704K
4
SWA
4
Stratos Wealth Advisors
Ohio
$0
5
VCP
5
Verus Capital Partners
Arizona
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$2.48M 53,396 +32 +0.1%
HIP
52
HUB Investment Partners
Texas
$2.28M 48,987 +181 +0.4%
LFA
53
LGT Financial Advisors
Texas
$2.25M 48,389 -3,162 -6%
IA
54
IFP Advisors
Florida
$2.18M 47,012 +1,604 +4%
AAS
55
Avantax Advisory Services
Texas
$2.13M 45,889 -7,617 -14%
CFG
56
Cooper Financial Group
California
$2.02M 43,538 +43,538 New
MML Investors Services
57
MML Investors Services
Massachusetts
$1.92M 41,410 +9,842 +31%
AWA
58
Arete Wealth Advisors
Illinois
$1.9M 40,904 +40,904 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.76M 37,804 +5,343 +16%
MW
60
Marcum Wealth
Ohio
$1.59M 34,201 +6,274 +22%
MCC
61
Money Concepts Capital
Florida
$1.55M 33,386 -314,683 -90%
Mariner
62
Mariner
Kansas
$1.51M 32,509 -10,987 -25%
PA
63
PFG Advisors
Arizona
$1.34M 28,809 +2,463 +9%
FFA
64
Founders Financial Alliance
North Carolina
$1.32M 28,492 +3,505 +14%
NA
65
NewEdge Advisors
Louisiana
$1.23M 26,570 +2,849 +12%
BAM
66
Belpointe Asset Management
Nevada
$1.13M 24,301 -898 -4%
RA
67
RFG Advisory
Alabama
$1.1M 23,616 +357 +2%
CAN
68
Cetera Advisor Networks
California
$1.03M 22,084 -5 -0%
PAS
69
Park Avenue Securities
New York
$976K 21,012 +21,012 New
PWMG
70
Prestige Wealth Management Group
New Jersey
$942K 20,286 +100 +0.5%
TCFP
71
Treasure Coast Financial Planning
Florida
$928K 19,964 -4,922 -20%
PFA
72
Pathway Financial Advisors
Vermont
$920K 19,810 -1,917 -9%
VWA
73
V Wealth Advisors
Kansas
$919K 19,775 – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$903K 19,360 -5,320 -22%
OPS
75
Orion Portfolio Solutions
Nebraska
$882K 18,990 +18,990 New
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