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Invesco Total Return Bond ETF
GTO

Overview Fund Activity

166 hedge funds and large institutions have $1.15B invested in Invesco Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
17
Increased
69
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMI
1
Landmark Wealth Management (Illinois)
Illinois
$26.4M
2
T
2
Tidemark
California
$30.6M
3
BCM
3
Brookstone Capital Management
Illinois
$26M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.9M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$22.4M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$7.33M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$1.91M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M
4
BC
4
Brio Consultants
California
$37.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$146M 3,159,037 -98,459 -3%
LPL Financial
2
LPL Financial
California
$106M 2,294,612 +114,025 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$93.9M 2,026,023 +264,568 +15%
Morgan Stanley
4
Morgan Stanley
New York
$63M 1,358,060 -30,342 -2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$47.4M 1,022,715 +88,471 +9%
BC
6
Brio Consultants
California
$37.9M 817,267 -117,123 -13%
Bank of America
7
Bank of America
North Carolina
$36.7M 791,532 +11,560 +1%
KW
8
KWB Wealth
California
$35.8M 765,597 -15,184 -2%
RFA
9
RTD Financial Advisors
Pennsylvania
$34.7M 748,865 -3,291 -0.4%
T
10
Tidemark
California
$30.6M 659,675 +323,654 +96%
LWMI
11
Landmark Wealth Management (Illinois)
Illinois
$26.4M 569,422 +569,422 New
HFS
12
Howard Financial Services
Texas
$26.3M 568,172 +142,419 +33%
BCM
13
Brookstone Capital Management
Illinois
$26M 551,862 +268,973 +95%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25.8M 557,317 +40,838 +8%
SWM
15
Spire Wealth Management
Virginia
$25.7M 555,278 -21,371 -4%
DAS
16
Dynamic Advisor Solutions
Arizona
$22.4M 483,162 +259,319 +116%
FFN
17
Focus Financial Network
Minnesota
$18.3M 388,671 +2,418 +0.6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$17.6M 379,873 +44,069 +13%
VCP
19
Verus Capital Partners
Arizona
$16.9M 363,946 -30,065 -8%
BFP
20
Beacon Financial Planning
Massachusetts
$12.2M 263,066 -3,100 -1%
APW
21
Acima Private Wealth
Virginia
$11.5M 248,756 +3,285 +1%
KFP
22
KMG Fiduciary Partners
Ohio
$10.5M 227,403 +7,447 +3%
IA
23
IFG Advisory
Georgia
$10.4M 223,843 +9,806 +5%
Truist Financial
24
Truist Financial
North Carolina
$9.41M 202,902 +4,799 +2%
Invesco
25
Invesco
Georgia
$9.35M 201,726 +58 +0%
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