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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 %
IAN
126
Integrated Advisors Network
Texas
$445K 9,203 -1,482 -14%
FGA
127
Fortis Group Advisors
New Jersey
$421K 8,712 +8,712 New
LFAS
128
Level Four Advisory Services
Texas
$376K 8,005 – –
FIA
129
Foundations Investment Advisors
Arizona
$368K 7,619 +7,619 New
PWM
130
Perigon Wealth Management
California
$346K 7,157 +285 +4%
WS
131
Wedbush Securities
California
$336K 6,950 -19 -0.3%
CPRC
132
Consolidated Portfolio Review Corp
New York
$295K 6,111 -1,183 -16%
AFP
133
Ausdal Financial Partners
Iowa
$294K 6,081 +1,465 +32%
CFB
134
Cullen/Frost Bankers
Texas
$269K 5,575 +5,575 New
SAM
135
Strategy Asset Managers
California
$250K 5,170 -57 -1%
WIP
136
WealthCare Investment Partners
Rhode Island
$247K 5,178 +222 +4%
KP
137
Keel Point
Alabama
$244K 5,046 – –
NFP
138
NorthLanding Financial Partners
New York
$242K 5,015 +46 +0.9%
GJWM
139
Gilliland Jeter Wealth Management
Arkansas
$231K 4,779 +3,118 +188%
AWA
140
Alta Wealth Advisors
Massachusetts
$229K 4,746 -185 -4%
ASN
141
Advisory Services Network
Georgia
$228K 4,912 – –
LA
142
Lifeworks Advisors
Michigan
$217K 4,500 -617 -12%
ACA
143
Aspire Capital Advisors
Washington
$210K 4,341 +4,341 New
GKWIM
144
Gerber Kawasaki Wealth & Investment Management
California
$185K 3,825 +3,825 New
AF
145
Allworth Financial
California
$171K 3,535 -416 -11%
KFI
146
Key Financial Inc
Pennsylvania
$113K 2,338 +8 +0.3%
NCM
147
Northwest Capital Management
Oregon
$104K 2,163 +80 +4%
LFA
148
LGT Financial Advisors
Texas
$102K 2,105 -3,888 -65%
PTC
149
Private Trust Company
Ohio
$101K 2,099 – –
GWM
150
Geneos Wealth Management
Colorado
$95.4K 1,975 -815 -29%
4 5
6
7 8