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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

108 hedge funds and large institutions have $588M invested in Invesco Total Return Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.9%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
17
Increased
62
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$23.1M
2
LPL Financial
2
LPL Financial
California
$89.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$51.1M
4
SWM
4
Spire Wealth Management
Virginia
$35.8M
5
BCM
5
Brookstone Capital Management
Illinois
$4.38M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.36M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LFAS
4
Level Four Advisory Services
Texas
$11.9M
5
RJT
5
Raymond James Trust
Florida
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$89.6M 1,576,640 +392,278 +33%
Osaic Holdings
2
Osaic Holdings
Arizona
$51.1M 899,769 +139,279 +18%
SWM
3
Spire Wealth Management
Virginia
$35.8M 629,216 +82,615 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M 471,953 +11,371 +2%
Morgan Stanley
5
Morgan Stanley
New York
$24.8M 436,261 +29,943 +7%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$24.1M 423,858 +25,927 +7%
BFA
7
Beaumont Financial Advisors
Massachusetts
$23.8M 419,880 -18,792 -4%
PWS
8
Paragon Wealth Strategies
Florida
$23.1M 406,101 +397,990 +4,907%
IWP
9
Insight Wealth Partners
Texas
$21.2M 373,082 +31,345 +9%
FFN
10
Focus Financial Network
Minnesota
$20.3M 357,541 +29,076 +9%
LS
11
Leelyn Smith
Illinois
$15M 263,664 -7,150 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$13M 228,364 +3,038 +1%
IDA
13
Intelligence Driven Advisers
California
$12.6M 222,561 -10,049 -4%
LFAS
14
Level Four Advisory Services
Texas
$11.9M 209,152 -26,283 -11%
Invesco
15
Invesco
Georgia
$11.4M 200,000 – –
PWMG
16
Prestige Wealth Management Group
New Jersey
$11M 193,671 +1,026 +0.5%
Stifel Financial
17
Stifel Financial
Missouri
$10.1M 177,738 +51,245 +41%
Bank of America
18
Bank of America
North Carolina
$9.65M 169,860 +52,141 +44%
CA
19
Cetera Advisors
Colorado
$8.73M 153,686 +16,817 +12%
Truist Financial
20
Truist Financial
North Carolina
$7.94M 139,788 -1,270 -0.9%
EH
21
Equitable Holdings
New York
$5.92M 104,245 -3,476 -3%
GWA
22
GGM Wealth Advisors
Maryland
$5.7M 100,944 -7,476 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.44M 95,836 +13,443 +16%
IWP
24
IAG Wealth Partners
Wisconsin
$5.27M 92,751 +11,499 +14%
SCA
25
Snowden Capital Advisors
New York
$4.52M 79,549 +3,952 +5%
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