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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

134 hedge funds and large institutions have $642M invested in Invesco Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.12%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
25
Increased
48
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$33.9M
2
BCM
2
Brookstone Capital Management
Illinois
$21.7M
3
VCP
3
Verus Capital Partners
Arizona
$11M
4
RFA
4
RTD Financial Advisors
Pennsylvania
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$84.2M
2
IWP
2
Insight Wealth Partners
Texas
$3.74M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$8.54M
4
IDA
4
Intelligence Driven Advisers
California
$10.5M
5
OC
5
Oppenheimer & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPW
101
Pinnacle Private Wealth
Massachusetts
$374K 7,123 -184 -3%
PFA
102
Pathway Financial Advisors
Vermont
$372K 7,093 +7,093 New
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$352K 6,710 -920 -12%
VR
104
Viridian RIA
Washington
– – -6,329 Closed
Financial Engines Advisors
105
Financial Engines Advisors
California
$327K 6,244 +6,244 New
IA
106
IFG Advisory
Georgia
$297K 5,677 – –
CW
107
CreativeOne Wealth
Kansas
$288K 5,490 +63 +1%
JWCA
108
J.W. Cole Advisors
Florida
$280K 5,340 -5,611 -51%
ACP
109
Aveo Capital Partners
Colorado
$262K 5,000 +5,000 New
FHC
110
First Heartland Consultants
Missouri
$261K 4,979 -203 -4%
FAG
111
Fortitude Advisory Group
Washington
$225K 4,299 +118 +3%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$207K 3,950 -166 -4%
NFSG
113
Newbridge Financial Services Group
Florida
$112K 2,128 -524 -20%
KFI
114
Key Financial Inc
Pennsylvania
$100K 1,906 +1,478 +345%
ODG
115
O'Dell Group
Ohio
$92K 1,761 +541 +44%
Wells Fargo
116
Wells Fargo
California
$69K 1,311 +1,310 +131,000%
APA
117
American Portfolios Advisors
New York
$57.8K 1,102 -6,323 -85%
DWP
118
Destiny Wealth Partners
Florida
$51K 975 -196 -17%
LWP
119
Laurel Wealth Planning
Minnesota
$38K 718 +718 New
UBS Group
120
UBS Group
Switzerland
$32K 607 -1,576 -72%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$28K 548 +3 +0.6%
PA
122
PSI Advisors
Florida
$21K 401 -39 -9%
RFWA
123
RPg Family Wealth Advisory
Massachusetts
$21K 400 – –
PFS
124
Prospera Financial Services
Texas
$17K 322 +322 New
CHA
125
Carmichael Hill & Associates
Maryland
$16K 296 -5,295 -95%
2 3 4
5
6