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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

86 hedge funds and large institutions have $305M invested in Invesco Total Return Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+21
Holders Change %
+32.31%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
28
Increased
41
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LS
1
Leelyn Smith
Illinois
$14.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$46.7M
3
LPL Financial
3
LPL Financial
California
$31.8M
4
DWP
4
Destiny Wealth Partners
Florida
$7.25M
5
MAG
5
MRA Advisory Group
New Jersey
$4.5M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$7.37M
2
AF
2
Advisornet Financial
Minnesota
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$624K
4
PS
4
Portfolio Solutions
Michigan
$0
5
SWAG
5
Spectrum Wealth Advisory Group
California
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$46.7M 810,161 +217,760 +37%
LPL Financial
2
LPL Financial
California
$31.8M 551,362 +181,804 +49%
IWP
3
Insight Wealth Partners
Texas
$15.8M 274,121 +18,654 +7%
LS
4
Leelyn Smith
Illinois
$14.9M 258,345 +255,711 +9,708%
FFN
5
Focus Financial Network
Minnesota
$14.4M 250,002 +17,212 +7%
Morgan Stanley
6
Morgan Stanley
New York
$13.6M 235,483 +36,730 +18%
Invesco
7
Invesco
Georgia
$11.5M 200,000 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.5M 199,356 -15,518 -7%
PWMG
9
Prestige Wealth Management Group
New Jersey
$11.1M 191,671 -5,814 -3%
EH
10
Equitable Holdings
New York
$7.87M 136,540 +14,397 +12%
Stifel Financial
11
Stifel Financial
Missouri
$7.51M 130,224 +42,640 +49%
Bank of America
12
Bank of America
North Carolina
$7.39M 128,116 +6,387 +5%
MCM
13
Mainstay Capital Management
Michigan
$7.37M 127,754 -71,466 -36%
DWP
14
Destiny Wealth Partners
Florida
$7.25M 125,633 +125,633 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.19M 107,402 +27,069 +34%
Truist Financial
16
Truist Financial
North Carolina
$6.04M 104,805 +43,860 +72%
FHC
17
First Heartland Consultants
Missouri
$4.78M 82,805 +77,711 +1,526%
CA
18
Cetera Advisors
Colorado
$4.62M 80,158 +6,292 +9%
MAG
19
MRA Advisory Group
New Jersey
$4.5M 78,074 +78,074 New
CRCM
20
Corbett Road Capital Management
Virginia
$4.38M 76,002 +76,002 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.48M 60,274 +8,445 +16%
IWP
22
IAG Wealth Partners
Wisconsin
$3.27M 56,694 +6,893 +14%
SCA
23
Snowden Capital Advisors
New York
$3.12M 54,031 +4,764 +10%
MA
24
MJP Associates
Connecticut
$3M 52,091 +52,091 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.87M 49,833 +9,842 +25%
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