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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

134 hedge funds and large institutions have $642M invested in Invesco Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.12%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
25
Increased
48
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$33.9M
2
BCM
2
Brookstone Capital Management
Illinois
$21.7M
3
VCP
3
Verus Capital Partners
Arizona
$11M
4
RFA
4
RTD Financial Advisors
Pennsylvania
$23.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$84.2M
2
IWP
2
Insight Wealth Partners
Texas
$3.74M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$8.54M
4
IDA
4
Intelligence Driven Advisers
California
$10.5M
5
OC
5
Oppenheimer & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$84.2M 1,606,152 -358,306 -18%
Osaic Holdings
2
Osaic Holdings
Arizona
$34.6M 697,140 +128,145 +23%
Morgan Stanley
3
Morgan Stanley
New York
$34.3M 653,659 +157,042 +32%
Jane Street
4
Jane Street
New York
$33.9M 645,709 +509,091 +373%
SWM
5
Spire Wealth Management
Virginia
$33M 628,028 -15,403 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.4M 464,851 -25,542 -5%
RFA
7
RTD Financial Advisors
Pennsylvania
$23.2M 442,330 +183,009 +71%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$23M 438,193 +3,863 +0.9%
BCM
9
Brookstone Capital Management
Illinois
$21.7M 424,089 +347,486 +454%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$21.2M 404,253 -2,254 -0.6%
PWS
11
Paragon Wealth Strategies
Florida
$18.9M 360,375 -28,516 -7%
PWMG
12
Prestige Wealth Management Group
New Jersey
$15.2M 289,070 +10,024 +4%
LS
13
Leelyn Smith
Illinois
$12.8M 243,439 -11,130 -4%
PAG
14
Private Advisor Group
New Jersey
$11.9M 227,206 +39,763 +21%
VCP
15
Verus Capital Partners
Arizona
$11M 222,963 +222,963 New
Stifel Financial
16
Stifel Financial
Missouri
$10.9M 207,112 +25,488 +14%
LFAS
17
Level Four Advisory Services
Texas
$10.6M 202,596 +10,181 +5%
IDA
18
Intelligence Driven Advisers
California
$10.5M 203,996 -169,213 -45%
Invesco
19
Invesco
Georgia
$10.5M 200,000 – –
MCC
20
Money Concepts Capital
Florida
$9.8M 186,825 -11,773 -6%
BFA
21
Beaumont Financial Advisors
Massachusetts
$8.54M 162,827 -265,199 -62%
TCFP
22
Treasure Coast Financial Planning
Florida
$8.49M 161,826 -12,532 -7%
WMR
23
Wealth Management Resources
Rhode Island
$8.37M 159,494 -2,071 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.16M 136,562 -15,579 -10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.96M 132,740 +25,432 +24%
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