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Get Institutions for : 
Invesco Total Return Bond ETF (GTO)  
$46.22 0.05 (0.11%) as of 4:30 Mon 5/13


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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  : 
1.04 (2.3%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Financial Gravity Wealth Inc. 258 - 2023-12-31 183,328 $681,000 0
   HBW Advisory Services LLC 165 - 2024-03-31 12,544 $593,000 0
   BANK OF MONTREAL /CAN/ 2040 - 2023-12-31 10,360 $491,000 0
   Aspire Private Capital LLC 159 - 2024-03-31 3,646 $171,000 0
   Key Financial Inc 295 - 2024-03-31 2,313 $109,000 0
   PRIVATE TRUST CO NA 881 - 2024-03-31 2,099 $98,000 0
   Prestige Wealth Management Group LLC 224 - 2024-03-31 1,609 $75,000 0
   Parallel Advisors LLC 1408 - 2024-03-31 1,253 $59,000 0
   Pinnacle Bank 382 - 2024-03-31 1,172 $55,000 0
   Newbridge Financial Services Group Inc. 553 - 2024-03-31 530 $25,000 0
   AdvisorNet Financial Inc 1115 - 2024-03-31 366 $17,000 0
   Farther Finance Advisors LLC 1888 - 2023-12-31 117 $6,000 0
   GRADIENT INVESTMENTS LLC 807 - 2024-03-31 64 $3,000 0
   SANDY SPRING BANK 1067 - 2024-03-31 52 $2,000 0
   Larson Financial Group LLC 1510 - 2024-03-31 23 $1,000 0
   TOWER RESEARCH CAPITAL LLC 5894 - 2023-12-31 1 $0 0
   Global Wealth Strategies & Associates 342 *Closed 2024-03-31 0 $0 0
   PROEQUITIES INC. 8896 - 2024-03-31 0 $0 0

  18 Records found
  1    
  Page 1 of 1
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