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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

128 hedge funds and large institutions have $731M invested in Invesco Total Return Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
17
Increased
53
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$108M
2
MCC
2
Money Concepts Capital
Florida
$25.6M
3
PI
3
PFS Investments
Georgia
$24.3M
4
BCM
4
Brookstone Capital Management
Illinois
$17.5M
5
FFN
5
Focus Financial Network
Minnesota
$16.8M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$953K
2
DWP
2
Destiny Wealth Partners
Florida
$0
3
Truist Financial
3
Truist Financial
North Carolina
$3.76M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$807K
5
VC
5
Vicus Capital
Pennsylvania
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
126
Carmichael Hill & Associates
Maryland
$1.04K 22 – –
FGAM
127
Financial Gravity Asset Management
Texas
$776 16,398 +16,398 New
CP
128
Castleview Partners
Texas
$614 13 -5 -28%
Wells Fargo
129
Wells Fargo
California
– – -165 Closed
GWSA
130
Global Wealth Strategies & Associates
Colorado
– – – –
DWP
131
Destiny Wealth Partners
Florida
– – -173,581 Closed
Citadel Advisors
132
Citadel Advisors
Florida
– – -45,733 Closed
FFG
133
Fortem Financial Group
California
– – -37,020 Closed
GM
134
GeoWealth Management
Illinois
– – -11,192 Closed
CAM
135
Cozad Asset Management
Illinois
– – -8,450 Closed
FA
136
Faithward Advisors
Pennsylvania
– – -8,069 Closed
MAWA
137
Moss Adams Wealth Advisors
Washington
– – -7,840 Closed
IDA
138
Intelligence Driven Advisers
California
– – -7,540 Closed
PAS
139
Park Avenue Securities
New York
– – -5,604 Closed
TI
140
tru Independence
Oregon
– – -5,048 Closed
ACP
141
Aveo Capital Partners
Colorado
– – -4,591 Closed
SAG
142
SageView Advisory Group
California
– – -4,411 Closed
WHG
143
Westwood Holdings Group
Texas
– – -566 Closed
ASN
144
Advisory Services Network
Georgia
– – -342 Closed
BWL
145
Bogart Wealth LLC
Virginia
– – -24 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
– – -4 Closed
Fidelity Investments
147
Fidelity Investments
Massachusetts
– – -2 Closed
TRCT
148
Tower Research Capital (TRC)
New York
$0 1 – –
CFGS
149
Concourse Financial Group Securities
Alabama
– – – –
2 3 4 5
6