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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

103 hedge funds and large institutions have $499M invested in Invesco Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
28
Increased
47
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$67.6M
2
IDA
2
Intelligence Driven Advisers
California
$13.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.2M
4
GWA
4
GGM Wealth Advisors
Maryland
$6.22M
5
VC
5
Vicus Capital
Pennsylvania
$3.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.04M
2
Jane Street
2
Jane Street
New York
$1.24M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$490K
4
CAL
4
Capital Analysts LLC
Pennsylvania
$523K
5
MAG
5
MRA Advisory Group
New Jersey
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$67.6M 1,184,362 +446,935 +61%
Osaic Holdings
2
Osaic Holdings
Arizona
$43.4M 760,490 -6,656 -0.9%
SWM
3
Spire Wealth Management
Virginia
$31.4M 546,601 +19,253 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.3M 460,582 -1,535 -0.3%
BFA
5
Beaumont Financial Advisors
Massachusetts
$25M 438,672 +50,359 +13%
Morgan Stanley
6
Morgan Stanley
New York
$23.2M 406,318 +144,441 +55%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$22.7M 397,931 +36,248 +10%
IWP
8
Insight Wealth Partners
Texas
$19.5M 341,737 +18,803 +6%
FFN
9
Focus Financial Network
Minnesota
$18.7M 328,465 +4,815 +1%
LS
10
Leelyn Smith
Illinois
$15.5M 270,814 +10,061 +4%
LFAS
11
Level Four Advisory Services
Texas
$13.4M 235,435 +4,880 +2%
IDA
12
Intelligence Driven Advisers
California
$13.3M 232,610 +232,610 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.9M 225,326 +12,338 +6%
Invesco
14
Invesco
Georgia
$11.4M 200,000 – –
PWMG
15
Prestige Wealth Management Group
New Jersey
$11M 192,645 -4,857 -2%
Truist Financial
16
Truist Financial
North Carolina
$8.05M 141,058 +14,471 +11%
CA
17
Cetera Advisors
Colorado
$7.81M 136,869 +21,763 +19%
Stifel Financial
18
Stifel Financial
Missouri
$7.22M 126,493 +18,320 +17%
Bank of America
19
Bank of America
North Carolina
$6.72M 117,719 +11,866 +11%
GWA
20
GGM Wealth Advisors
Maryland
$6.22M 108,420 +108,420 New
EH
21
Equitable Holdings
New York
$6.15M 107,721 -4,488 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.7M 82,393 -1,790 -2%
IWP
23
IAG Wealth Partners
Wisconsin
$4.64M 81,252 +11,467 +16%
SCA
24
Snowden Capital Advisors
New York
$4.31M 75,597 +15,914 +27%
MAG
25
MRA Advisory Group
New Jersey
$3.64M 63,753 -14,748 -19%
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