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Get Institutions for : 
Invesco Total Return Bond ETF (GTO)  
$46.02 0.13 (0.28%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 154    9
Total shares held : 
 23,207,110  
% of shares held : 
 87.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 2,750,914  
% of shares held change : 
   10.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $44.33  
Last Quarter's Ending Price : 
 $47.24  
Last Quarter's Average Price : 
 $45.18  
Change from last quarter's     
avg. price to the last closing  : 
0.84 (1.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,427,157
 6.15%
 
Increased Positions :
67
 2,337,590
 10.07%
 
Unchanged Positions :
22
 1,062,836
 4.58%
 
Decreased Positions :
48
-910,339
-3.92%
 
Closed Positions :
8
-103,494
-0.45%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Spire Wealth Management 11 - 2024-03-31 576,649 $119,210,000 9,149
   ENVESTNET ASSET MANAGEMENT INC 494 - 2024-03-31 1,761,455 $82,454,000 211,944
   Brio Consultants LLC 4 - 2024-03-31 934,390 $43,739,000 66,097
   CWM LLC 90 - 2024-03-31 934,244 $43,732,000 253,809
   RTD Financial Advisors Inc. 5 - 2024-03-31 752,156 $35,208,000 8,186
   GeoWealth Management LLC 16 - 2024-03-31 680,642 $31,861,000 32,859
   PFS INVESTMENTS INC. 79 - 2023-06-30 523,033 $24,300,000 13,112
   HOWARD FINANCIAL SERVICES LTD. 8 - 2024-03-31 425,753 $19,930,000 122,783
   VERUS CAPITAL PARTNERS LLC 9 - 2024-03-31 394,011 $18,444,000 27,286
   Tidemark LLC 2 - 2024-03-31 336,021 $15,729,000 326,389
   Baird Financial Group Inc. 377 - 2024-03-31 335,804 $15,719,000 22,134
   ACIMA PRIVATE WEALTH LLC 6 - 2024-03-31 245,471 $11,490,000 3,199
   RETIREMENT PLANNING GROUP 18 - 2024-03-31 240,133 $11,241,000 21,730
   Dynamic Advisors Solutions LLC 70 - 2024-03-31 223,843 $10,478,000 19,303
   KMG FIDUCIARY PARTNERS LLC 24 - 2024-03-31 219,956 $10,296,000 78,000
   INVESCO LTD 1818 - 2024-03-31 201,668 $9,440,000 940
   BB&T CORP 643 - 2024-03-31 198,103 $9,273,000 170,374
   Schneider Downs Wealth Management Advisors LP 14 - 2024-03-31 173,176 $8,106,000 15,282
   Snowden Capital Advisors LLC 96 - 2024-03-31 154,504 $7,232,000 13,201
   Merit Financial Group LLC 103 - 2024-03-31 153,731 $7,095,000 17,976
   Envestnet Portfolio Solutions Inc. 319 - 2024-03-31 138,234 $6,471,000 48,836
   Pensionmark Financial Group LLC 21 - 2024-03-31 135,708 $6,352,000 31,184
   CHANNEL WEALTH LLC 6 - 2024-03-31 132,233 $6,190,000 34,149
   Good Life Advisors LLC 45 - 2024-03-31 113,884 $5,331,000 16,182
   Cetera Investment Advisers 965 - 2024-03-31 110,592 $5,177,000 82,600
   IAG Wealth Partners LLC 26 - 2024-03-31 93,759 $4,389,000 69
   RAYMOND JAMES & ASSOCIATES 1677 - 2024-03-31 93,557 $4,379,000 11,977
   MML INVESTORS SERVICES LLC 724 - 2024-03-31 88,473 $4,141,000 14,474
   Insight Wealth Partners LLC 9 - 2024-03-31 84,494 $3,955,000 15,632
   QUANTITATIVE ADVANTAGE LLC 45 - 2023-03-31 81,033 $3,825,000 34,688
   LexAurum Advisors LLC 28 - 2024-03-31 81,141 $3,798,000 8,300
   FLAGSHIP HARBOR ADVISORS LLC 100 - 2024-03-31 77,099 $3,609,000 728
   WELLS FARGO & CO/MN 2216 - 2024-03-31 71,893 $3,365,000 63,261
   COMMONWEALTH EQUITY SERVICES LLC. 1503 - 2024-03-31 62,300 $2,916,000 698
   USAdvisors Wealth Management LLC 33 - 2024-03-31 59,004 $2,763,000 4,671
   TCG Advisory Services LLC 128 - 2024-03-31 57,485 $2,691,000 2,953
   FINANCIAL NETWORK 910 - 2024-03-31 54,691 $2,560,000 18,371
   COOK WEALTH MANAGEMENT GROUP LLC 12 - 2024-03-31 49,560 $2,274,000 4,503
   Aurum Wealth Management Group LLC 49 - 2024-03-31 47,393 $2,218,000 4,988
   RENAISSANCE TECHNOLOGIES LLC 1968 - 2024-03-31 47,300 $2,214,000 28,938
   Goss Wealth Management LLC 645 - 2024-03-31 47,195 $2,209,000 7,431
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1192 - 2024-03-31 47,123 $2,206,000 1,082
   Arete Wealth Advisors LLC 113 - 2024-03-31 47,026 $2,201,000 7,590
   Cooper Financial Group 52 - 2024-03-31 46,831 $2,192,000 571
   Belpointe Asset Management LLC 118 - 2024-03-31 46,299 $2,167,000 34,945
   Avid Wealth Partners LLC 20 - 2024-03-31 42,009 $1,966,000 8,739
   MULTIFINANCIAL SECURITIES CORP 844 - 2024-03-31 40,086 $1,876,000 30,262
   PFG Advisors 206 - 2024-03-31 34,539 $1,617,000 3,171
   J P MORGAN CHASE & CO 3104 - 2024-03-31 34,207 $1,601,000 21,765
   Goodman Advisory Group LLC 45 - 2024-03-31 33,890 $1,586,000 33,890
   Atria Wealth Solutions Inc. 752 - 2024-03-31 30,366 $1,421,000 15,099
   RFG Advisory Group LLC 311 - 2024-03-31 26,739 $1,252,000 236
   PARK AVENUE SECURITIES LLC 582 - 2024-03-31 25,629 $1,200,000 3,926
   AQR CAPITAL MANAGEMENT LLC 1752 - 2024-03-31 18,799 $880,000 5,124
   OLD MISSION CAPITAL LLC 421 - 2024-03-31 18,786 $879,000 9,093
   LINCOLN NATIONAL CORP 592 - 2024-03-31 16,518 $773,000 8,995
   FIRST HEARTLAND CONSULTANTS INC 190 - 2024-03-31 16,335 $765,000 11,005
   Concurrent Investment Advisors LLC 433 - 2024-03-31 16,289 $762,000 4,783
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 273 - 2024-03-31 15,903 $744,000 1,823
   Kuhn & Co Investment Counsel 48 - 2024-03-31 14,066 $658,000 960
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3489 - 2024-03-31 10,123 $474,000 1,805
   BFT FINANCIAL GROUP LLC 194 - 2023-06-30 9,607 $443,000 3,194
   Equitable Holdings Inc. 871 - 2024-03-31 8,713 $408,000 2,511
   American Capital Advisory LLC 68 - 2024-03-31 6,618 $312,000 4,126
   FINANCIAL ENGINES ADVISORS L.L.C. 277 - 2024-03-31 6,650 $311,000 63
   ICA Group Wealth Management LLC 249 - 2024-03-31 5,124 $240,000 168
   NorthLanding Financial Partners LLC 34 - 2024-03-31 4,918 $230,000 49
   Aspire Capital Advisors LLC 74 - 2024-03-31 4,666 $218,000 52
   Qube Research & Technologies Ltd 2572 - 2024-03-31 4,275 $200,000 266
   HANSON MCCLAIN, INC. 814 - 2024-03-31 3,773 $177,000 238
   Northwest Capital Management Inc 167 - 2024-03-31 2,450 $115,000 42
   HARBOUR INVESTMENTS INC. 1080 - 2023-12-31 2,398 $113,000 6
   Key Financial Inc 302 - 2024-03-31 2,321 $109,000 8
   Capital Analysts Inc. 599 - 2024-03-31 1,461 $68,000 16
   Retirement Group LLC 252 - 2024-03-31 915 $43,000 6
   FTB Advisors Inc. 1507 - 2024-03-31 287 $13,000 134
  76 Records found
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