GTO icon

Invesco Total Return Bond ETF
GTO

Overview Fund Activity

163 hedge funds and large institutions have $1.17B invested in Invesco Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
163
Holders Change
+26
Holders Change %
+18.98%
% of All Funds
2.39%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
36
Increased
64
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
KW
2
KWB Wealth
California
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$53.9M
4
NFA
4
Northwest Financial Advisors
Virginia
$15.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$14.8M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$6.32M
2
GFG
2
Goldstone Financial Group
Illinois
$321K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$174M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$393K
5
AWA
5
Alta Wealth Advisors
Massachusetts
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
RT
76
Rockland Trust
Massachusetts
$1.04M 22,121 -6,049 -21%
PAS
77
Park Avenue Securities
New York
$1.03M 21,703 -2,138 -9%
HighTower Advisors
78
HighTower Advisors
Illinois
$1.01M 21,032 -1 -0%
BCI
79
Brinker Capital Investments
Pennsylvania
$867K 18,479 -843 -4%
OPS
80
Orion Portfolio Solutions
Nebraska
$867K 18,479 -843 -4%
Renaissance Technologies
81
Renaissance Technologies
New York
$867K 18,362 +18,362 New
FGAM
82
Financial Gravity Asset Management
Texas
$813K 186,133 +2,805 +2%
AWS
83
Atria Wealth Solutions
New York
$721K 15,267 -2,500 -14%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$665K 14,080 -1,558 -10%
WWA
85
WCG Wealth Advisors
Nevada
$650K 13,770 +13,770 New
PFA
86
Pathway Financial Advisors
Vermont
$629K 13,309 +6,003 +82%
KCIC
87
Kuhn & Co Investment Counsel
Illinois
$619K 13,106 +13,106 New
HAS
88
HBW Advisory Services
California
$593K 12,544 -1,953 -13%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$588K 12,442 -13,397 -52%
IAN
90
Integrated Advisors Network
Texas
$565K 11,950 -1,919 -14%
Citadel Advisors
91
Citadel Advisors
Florida
$564K 11,941 +11,941 New
KAS
92
Kestra Advisory Services
Texas
$551K 11,670 +11,670 New
CIA
93
Concurrent Investment Advisors
Florida
$544K 11,506 +11,506 New
BAM
94
Belpointe Asset Management
Nevada
$536K 11,354 -383 -3%
LFAS
95
Level Four Advisory Services
Texas
$532K 11,266 -708 -6%
WS
96
Wedbush Securities
California
$514K 10,875 -328 -3%
SOS
97
Silver Oak Securities
Tennessee
$497K 10,520 +10,520 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$491K 10,360 – –
WWM
99
Western Wealth Management
Colorado
$491K 10,393 +13 +0.1%
CA
100
Cetera Advisors
Colorado
$464K 9,824 -4,650 -32%
2 3
4
5 6