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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

166 hedge funds and large institutions have $1.15B invested in Invesco Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
17
Increased
69
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMI
1
Landmark Wealth Management (Illinois)
Illinois
$26.4M
2
T
2
Tidemark
California
$30.6M
3
BCM
3
Brookstone Capital Management
Illinois
$26M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.9M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$22.4M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$7.33M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$1.91M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M
4
BC
4
Brio Consultants
California
$37.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$1.44M 31,116 -22,936 -42%
PAS
77
Park Avenue Securities
New York
$1.42M 30,725 +5,096 +20%
WN
78
Williams & Novak
California
$1.42M 30,535 +30,535 New
MCC
79
Money Concepts Capital
Florida
$1.39M 29,954 -1,205 -4%
AWS
80
Atria Wealth Solutions
New York
$1.38M 29,726 -640 -2%
RA
81
RFG Advisory
Alabama
$1.33M 28,730 +1,991 +7%
SWP
82
Stratos Wealth Partners
Ohio
$1.22M 26,417 -19,061 -42%
AQR Capital Management
83
AQR Capital Management
Connecticut
$1.21M 26,205 +7,406 +39%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$1.2M 25,819 +25,819 New
Lido Advisors
85
Lido Advisors
California
$1.13M 24,397 -242 -1%
FFA
86
Founders Financial Alliance
North Carolina
$1.07M 23,077 -1,535 -6%
CIA
87
Concurrent Investment Advisors
Florida
$1.03M 22,294 +6,005 +37%
OIA
88
OneDigital Investment Advisors
Kansas
$1.02M 21,974 +16,085 +273%
EH
89
Equitable Holdings
New York
$1.01M 21,831 +13,118 +151%
TCFP
90
Treasure Coast Financial Planning
Florida
$983K 21,205 -668 -3%
IA
91
IFP Advisors
Florida
$873K 18,837 -3,462 -16%
SP
92
Sequent Planning
Nebraska
$861K 18,617 +2,695 +17%
HighTower Advisors
93
HighTower Advisors
Illinois
$787K 16,879 +16,879 New
OFS
94
OneAscent Financial Services
Alabama
$771K 16,622 -13,885 -46%
CA
95
Clearstead Advisors
Ohio
$730K 15,757 +15,757 New
KCIC
96
Kuhn & Co Investment Counsel
Illinois
$710K 15,306 +1,240 +9%
HAS
97
HBW Advisory Services
California
$647K 13,960 +1,416 +11%
PFA
98
Pathway Financial Advisors
Vermont
$612K 13,209 – –
AssetMark Inc
99
AssetMark Inc
California
$585K 12,629 +5,935 +89%
OPS
100
Orion Portfolio Solutions
Nebraska
$548K 11,819 -3,296 -22%
2 3
4
5 6