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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

137 hedge funds and large institutions have $896M invested in Invesco Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.18%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
17
Increased
72
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$23.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$170M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$29.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$65.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.22M

Top Sellers

1
LS
1
Leelyn Smith
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$107M
3
Jane Street
3
Jane Street
New York
$3.14M
4
RT
4
Rockland Trust
Massachusetts
$1.26M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.91M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$8.35K 187 +187 New
UBS Group
127
UBS Group
Switzerland
$6.65K 149 -1,035 -87%
FFA
128
Farther Finance Advisors
California
$5.22K 117 +32 +38%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$2.77K 62 +62 New
SSB
130
Sandy Spring Bank
Maryland
$2.32K 52 +52 New
SIS
131
Sound Income Strategies
Florida
$1.47K 33 +33 New
KHC
132
Koesten Hirschmann & Crabtree
Kansas
$1.3K 29 – –
LFG
133
Larson Financial Group
Missouri
$1.03K 23 – –
CHA
134
Carmichael Hill & Associates
Maryland
$982 22 – –
Fidelity Investments
135
Fidelity Investments
Massachusetts
$45 1 -1 -50%
TRCT
136
Tower Research Capital (TRC)
New York
$45 1 – –
Wells Fargo
137
Wells Fargo
California
$34 1 -1,359 -100%
GWSA
138
Global Wealth Strategies & Associates
Colorado
– – – –
LS
139
Leelyn Smith
Illinois
– – -173,966 Closed
AWA
140
Arete Wealth Advisors
Illinois
– – -40,904 Closed
VWA
141
V Wealth Advisors
Kansas
– – -19,775 Closed
CW
142
CreativeOne Wealth
Kansas
– – -16,564 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– – -14,026 Closed
OMC
144
Old Mission Capital
Illinois
– – -11,804 Closed
SOS
145
Silver Oak Securities
Tennessee
– – -7,925 Closed
IGWM
146
ICA Group Wealth Management
Colorado
– – -6,225 Closed
WAP
147
Wealthcare Advisory Partners
Pennsylvania
– – -5,264 Closed
SAM
148
Strategy Asset Managers
California
– – -5,227 Closed
JWCA
149
J.W. Cole Advisors
Florida
– – -4,665 Closed
RWA
150
Rooted Wealth Advisors
Illinois
– – -4,512 Closed
3 4 5
6
7