GTO icon

Invesco Total Return Bond ETF
GTO

Overview Fund Activity

103 hedge funds and large institutions have $499M invested in Invesco Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
28
Increased
47
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$67.6M
2
IDA
2
Intelligence Driven Advisers
California
$13.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.2M
4
GWA
4
GGM Wealth Advisors
Maryland
$6.22M
5
VC
5
Vicus Capital
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Jane Street
2
Jane Street
New York
$1.24M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$490K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$523K
5
MAG
5
MRA Advisory Group
New Jersey
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
LB
76
Leo Brokerage
Texas
$456K 8,000 +1,063 +15%
FHA
77
Flagship Harbor Advisors
Massachusetts
$447K 7,835 -167 -2%
WWM
78
Western Wealth Management
Colorado
$400K 7,009 +7,009 New
CIBC World Market
79
CIBC World Market
Ontario, Canada
$394K 6,912 +210 +3%
OMC
80
Old Mission Capital
Illinois
$375K 6,578 -2,348 -26%
5L
81
55I LLC
Massachusetts
$346K 6,058 +6,058 New
VR
82
Viridian RIA
Washington
– – – –
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$328K 5,753 -1,643 -22%
CF
84
Centaurus Financial
California
$287K 5,027 +5,027 New
AAS
85
Avantax Advisory Services
Texas
$265K 4,656 +4,656 New
IA
86
IFG Advisory
Georgia
$254K 4,456 – –
FAIM
87
Financial Advocates Investment Management
Washington
$253K 4,429 +4,429 New
CW
88
CreativeOne Wealth
Kansas
$247K 4,334 – –
SPC
89
Sigma Planning Corp
Michigan
$239K 4,195 +4,195 New
MOS
90
MGO One Seven
Ohio
$213K 3,740 +93 +3%
CAGAS
91
Capital Advisory Group Advisory Services
Minnesota
$127K 2,225 +2,225 New
Citigroup
92
Citigroup
New York
$123K 2,156 +706 +49%
NFSG
93
Newbridge Financial Services Group
Florida
$96K 1,678 – –
EWA
94
Evolution Wealth Advisors
Florida
$56K 990 +30 +3%
Wells Fargo
95
Wells Fargo
California
$44K 772 +771 +77,100%
AIM
96
Anchor Investment Management
South Carolina
$39.1K 686 – –
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$30K 539 +3 +0.6%
EVM
98
Eaton Vance Management
Massachusetts
$25K 439 +439 New
PB
99
Pinnacle Bancorp
Nebraska
$24K 419 -16 -4%
RFWA
100
RPg Family Wealth Advisory
Massachusetts
$22.8K 400 +400 New
1 2 3
4
5