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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

168 hedge funds and large institutions have $1.2B invested in Invesco Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
23
Increased
74
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
Tidemark
California
$15.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$82.5M
4
Truist Financial
4
Truist Financial
North Carolina
$9.27M
5
FD
5
Financial Designs
California
$6.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$152M
3
Bank of America
3
Bank of America
North Carolina
$36.5M
4
LPL Financial
4
LPL Financial
California
$102M
5
NFA
5
Northwest Financial Advisors
Virginia
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$152M 3,257,496 -415,743 -11%
SWM
2
Spire Wealth Management
Virginia
$119M 576,649 +9,149 +2%
LPL Financial
3
LPL Financial
California
$102M 2,180,587 -321,868 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$82.5M 1,761,455 +211,944 +14%
Morgan Stanley
5
Morgan Stanley
New York
$65M 1,388,402 -1,517,064 -52%
BC
6
Brio Consultants
California
$43.7M 934,390 +66,097 +8%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$43.7M 934,244 +253,809 +37%
KW
8
KWB Wealth
California
$36.5M 780,781 -14,527 -2%
Bank of America
9
Bank of America
North Carolina
$36.5M 779,972 -360,993 -32%
RFA
10
RTD Financial Advisors
Pennsylvania
$35.2M 752,156 +8,186 +1%
GM
11
GeoWealth Management
Illinois
$31.9M 680,642 +32,859 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$24.2M 516,479 -21,782 -4%
HFS
13
Howard Financial Services
Texas
$19.9M 425,753 +122,783 +41%
VCP
14
Verus Capital Partners
Arizona
$18.4M 394,011 +27,286 +7%
FFN
15
Focus Financial Network
Minnesota
$17.6M 386,253 -82,705 -18%
T
16
Tidemark
California
$15.7M 336,021 +326,389 +3,389%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$15.7M 335,804 +22,134 +7%
BCM
18
Brookstone Capital Management
Illinois
$13.2M 282,889 -124,199 -31%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13.1M 280,498 -113,292 -29%
BFP
20
Beacon Financial Planning
Massachusetts
$12.5M 266,166 -3,789 -1%
APW
21
Acima Private Wealth
Virginia
$11.5M 245,471 +3,199 +1%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$11.2M 240,133 +21,730 +10%
DAS
23
Dynamic Advisor Solutions
Arizona
$10.5M 223,843 +19,303 +9%
KFP
24
KMG Fiduciary Partners
Ohio
$10.3M 219,956 +78,000 +55%
IA
25
IFG Advisory
Georgia
$10M 214,037 -40,614 -16%
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