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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

129 hedge funds and large institutions have $542M invested in Invesco Total Return Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
53
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$35.6M
2
VCP
2
Verus Capital Partners
Arizona
$12.4M
3
IA
3
IFG Advisory
Georgia
$6.41M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.53M
5
KFP
5
KMG Fiduciary Partners
Ohio
$4.57M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.16M
2
SCP
2
Shorepoint Capital Partners
Massachusetts
$0
3
BC
3
Brio Consultants
California
$20.1M
4
CWM
4
Capital Wealth Management
Rhode Island
$0
5
SWM
5
Spire Wealth Management
Virginia
$19.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$68.6M 1,503,614 +81,908 +6%
Jane Street
2
Jane Street
New York
$35.6M 780,505 +780,505 New
Morgan Stanley
3
Morgan Stanley
New York
$33.7M 739,000 +45,717 +7%
RFA
4
RTD Financial Advisors
Pennsylvania
$28.6M 628,145 +37,944 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$24.5M 536,419 -1,481 -0.3%
BC
6
Brio Consultants
California
$20.1M 454,608 -88,133 -16%
SWM
7
Spire Wealth Management
Virginia
$19.7M 431,295 -35,939 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.9M 392,912 -22,304 -5%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$17M 371,854 -26,338 -7%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$15.8M 347,385 -21,010 -6%
IWC
11
Integrated Wealth Concepts
Massachusetts
$13.5M 297,006 +29,316 +11%
PWMG
12
Prestige Wealth Management Group
New Jersey
$12.4M 271,343 -2,998 -1%
VCP
13
Verus Capital Partners
Arizona
$12.4M 271,310 +182,919 +207%
ACP
14
Aveo Capital Partners
Colorado
$11.5M 251,252 -17,446 -6%
Truist Financial
15
Truist Financial
North Carolina
$11.3M 248,154 +1,181 +0.5%
LFAS
16
Level Four Advisory Services
Texas
$9.47M 207,574 +54,830 +36%
LS
17
Leelyn Smith
Illinois
$9.25M 202,812 -18,410 -8%
Invesco
18
Invesco
Georgia
$9.12M 200,000 – –
IDA
19
Intelligence Driven Advisers
California
$8.26M 180,583 +4,295 +2%
RT
20
Rockland Trust
Massachusetts
$6.82M 149,567 -2,134 -1%
WMR
21
Wealth Management Resources
Rhode Island
$6.56M 143,775 +3,843 +3%
IA
22
IFG Advisory
Georgia
$6.41M 140,549 +140,549 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.29M 137,892 +8,072 +6%
MCC
24
Money Concepts Capital
Florida
$6.09M 133,509 -5,077 -4%
MBTD
25
Mechanics Bank - Trust Department
California
$5.83M 127,815 +9,950 +8%
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