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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 %
OPS
76
Orion Portfolio Solutions
Nebraska
$862K 19,322 +332 +2%
PWMG
77
Prestige Wealth Management Group
New Jersey
$801K 17,952 -2,334 -12%
AWS
78
Atria Wealth Solutions
New York
$793K 17,767 +5,185 +41%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$775K 17,356 +17,356 New
Mariner
80
Mariner
Kansas
$746K 16,725 -15,784 -49%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$698K 15,638 +3,297 +27%
FGAM
82
Financial Gravity Asset Management
Texas
$681K 183,328 +166,403 +983%
HAS
83
HBW Advisory Services
California
$647K 14,497 -505 -3%
CA
84
Cetera Advisors
Colorado
$646K 14,474 -818 -5%
IAN
85
Integrated Advisors Network
Texas
$619K 13,869 -4,275 -24%
LFAS
86
Level Four Advisory Services
Texas
$534K 11,974 -3,173 -21%
BAM
87
Belpointe Asset Management
Nevada
$524K 11,737 -12,564 -52%
CCWA
88
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$503K 11,271 +11,271 New
WS
89
Wedbush Securities
California
$500K 11,203 +28 +0.3%
EH
90
Equitable Holdings
New York
$485K 10,859 -5,152 -32%
TWC
91
TD Waterhouse Canada
Ontario, Canada
$479K 10,805 -999 -8%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$473K 10,360 -9,000 -46%
WWM
93
Western Wealth Management
Colorado
$463K 10,380 -598 -5%
WA
94
WBH Advisory
Maryland
$433K 9,696 -698 -7%
LNC
95
Lincoln National Corp
Pennsylvania
$354K 7,939 +1,194 +18%
CPRC
96
Consolidated Portfolio Review Corp
New York
$336K 7,521 +457 +6%
CF
97
Centaurus Financial
California
$335K 7,509 +16 +0.2%
KP
98
Keel Point
Alabama
$331K 7,424 +242 +3%
PFA
99
Pathway Financial Advisors
Vermont
$326K 7,306 -12,504 -63%
IPW
100
Intergy Private Wealth
Colorado
$311K 6,976 +84 +1%
2 3
4
5 6