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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 %
BCI
76
Brinker Capital Investments
Pennsylvania
$882K 18,990 +18,990 New
IAN
77
Integrated Advisors Network
Texas
$843K 18,144 +14 +0.1%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$819K 17,636 -456 -3%
CW
79
CreativeOne Wealth
Kansas
$770K 16,564 +11,892 +255%
EH
80
Equitable Holdings
New York
$744K 16,011 -1,647 -9%
CA
81
Cetera Advisors
Colorado
$710K 15,292 -229 -1%
LFAS
82
Level Four Advisory Services
Texas
$704K 15,147 -156,748 -91%
HAS
83
HBW Advisory Services
California
$697K 15,002 +2,815 +23%
Citadel Advisors
84
Citadel Advisors
Florida
$652K 14,026 +14,026 New
AWS
85
Atria Wealth Solutions
New York
$585K 12,582 +2,856 +29%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$573K 12,341 -1,372 -10%
ARC
87
Advisor Resource Council
Texas
$570K 12,277 +7,638 +165%
OMC
88
Old Mission Capital
Illinois
$548K 11,804 -11,322 -49%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$547K 11,804 – –
PFG
90
PAX Financial Group
Texas
$540K 11,613 +11,613 New
WS
91
Wedbush Securities
California
$519K 11,175 +3,085 +38%
WWM
92
Western Wealth Management
Colorado
$510K 10,978 +11 +0.1%
WA
93
WBH Advisory
Maryland
$483K 10,394 -665 -6%
LB
94
Leo Brokerage
Texas
$443K 9,607 +3,194 +50%
CW
95
Cook Wealth
North Carolina
$422K 9,140 +4,073 +80%
SOS
96
Silver Oak Securities
Tennessee
$368K 7,925 +7,925 New
CF
97
Centaurus Financial
California
$348K 7,493 -1,586 -17%
KP
98
Keel Point
Alabama
$334K 7,182 -2,660 -27%
CPRC
99
Consolidated Portfolio Review Corp
New York
$328K 7,064 +7,064 New
IPW
100
Intergy Private Wealth
Colorado
$320K 6,892 +213 +3%
2 3
4
5 6