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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

137 hedge funds and large institutions have $896M invested in Invesco Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.18%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
17
Increased
72
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$23.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$170M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$29.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$65.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.22M

Top Sellers

1
LS
1
Leelyn Smith
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$107M
3
Jane Street
3
Jane Street
New York
$3.14M
4
RT
4
Rockland Trust
Massachusetts
$1.26M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.91M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$2.19M 49,008 -4,388 -8%
CFG
52
Cooper Financial Group
California
$2.05M 45,882 +2,344 +5%
AAS
53
Avantax Advisory Services
Texas
$1.93M 43,161 -2,728 -6%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.92M 42,982 +5,178 +14%
LFA
55
LGT Financial Advisors
Texas
$1.87M 41,867 -6,522 -13%
GAG
56
Goodman Advisory Group
Massachusetts
$1.87M 41,844 +41,844 New
MW
57
Marcum Wealth
Ohio
$1.69M 37,969 +3,768 +11%
WIA
58
World Investment Advisors
California
$1.62M 36,204 +30,810 +571%
IA
59
IFP Advisors
Florida
$1.61M 36,046 -10,966 -23%
CAN
60
Cetera Advisor Networks
California
$1.59M 35,628 +13,544 +61%
MCC
61
Money Concepts Capital
Florida
$1.51M 33,820 +434 +1%
CW
62
Cook Wealth
North Carolina
$1.38M 31,499 +22,359 +245%
PA
63
PFG Advisors
Arizona
$1.34M 30,025 +1,216 +4%
NA
64
NewEdge Advisors
Louisiana
$1.32M 29,472 +2,902 +11%
RT
65
Rockland Trust
Massachusetts
$1.26M 28,170 -109,041 -79%
FFA
66
Founders Financial Alliance
North Carolina
$1.24M 27,795 -697 -2%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$1.15M 25,839 +25,839 New
RA
68
RFG Advisory
Alabama
$1.1M 24,756 +1,140 +5%
PAS
69
Park Avenue Securities
New York
$1.06M 23,841 +2,829 +13%
ARC
70
Advisor Resource Council
Texas
$949K 21,254 +8,977 +73%
HighTower Advisors
71
HighTower Advisors
Illinois
$939K 21,033 +21,033 New
Truist Financial
72
Truist Financial
North Carolina
$921K 20,627 -59,984 -74%
TCFP
73
Treasure Coast Financial Planning
Florida
$891K 19,970 +6 +0%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$873K 19,562 +1,926 +11%
BCI
75
Brinker Capital Investments
Pennsylvania
$862K 19,322 +332 +2%
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3
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