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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

177 hedge funds and large institutions have $1.55B invested in Invesco Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
26
Increased
87
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$113M
2
LPL Financial
2
LPL Financial
California
$139M
3
GM
3
GeoWealth Management
Illinois
$35.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$121M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$70.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$34.9M
2
NA
2
NewEdge Advisors
Louisiana
$5.13M
3
Jane Street
3
Jane Street
New York
$576K
4
FFN
4
Focus Financial Network
Minnesota
$17M
5
IA
5
IFP Advisors
Florida
$33.5K
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
76
Northwest Financial Advisors
Virginia
$2.17M 44,885 -917 -2%
P
77
&Partners
Tennessee
$1.99M 41,109 +601 +1%
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.95M 40,353 +14,148 +54%
AWA
79
Arete Wealth Advisors
Illinois
$1.91M 39,688 -7,257 -15%
FAIM
80
Financial Advocates Investment Management
Washington
$1.86M 38,546 -1,044 -3%
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$1.83M 37,830 -3,401 -8%
PAS
82
Park Avenue Securities
New York
$1.8M 37,243 +6,518 +21%
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.78M 36,881 -358 -1%
CIA
84
Concurrent Investment Advisors
Florida
$1.54M 31,844 +9,550 +43%
MCC
85
Money Concepts Capital
Florida
$1.47M 30,391 +437 +1%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.46M 30,328 -788 -3%
WN
87
Williams & Novak
California
$1.45M 30,026 -509 -2%
Citadel Advisors
88
Citadel Advisors
Florida
$1.38M 28,671 +17,219 +150%
RA
89
RFG Advisory
Alabama
$1.38M 28,573 -157 -0.5%
SP
90
Sequent Planning
Nebraska
$1.21M 25,101 +6,484 +35%
OPS
91
Orion Portfolio Solutions
Nebraska
$1.15M 23,768 +11,949 +101%
BCI
92
Brinker Capital Investments
Pennsylvania
$1.15M 23,768 +11,949 +101%
EH
93
Equitable Holdings
New York
$1.14M 23,690 +1,859 +9%
SWP
94
Stratos Wealth Partners
Ohio
$1.13M 23,334 -3,083 -12%
PFG
95
PAX Financial Group
Texas
$1.11M 23,016 +23,016 New
OIA
96
OneDigital Investment Advisors
Kansas
$1.06M 21,972 -2 -0%
HAS
97
HBW Advisory Services
California
$1.04M 21,599 +7,639 +55%
Lido Advisors
98
Lido Advisors
California
$967K 20,027 -4,370 -18%
EFG
99
Elios Financial Group
Ohio
$932K 19,303 +19,303 New
TCFP
100
Treasure Coast Financial Planning
Florida
$922K 19,092 -2,113 -10%
2 3
4
5 6