Invesco Total Return Bond EtGTOETF
13F holders, Q2 2024 (June 30)167holders +1
16new positions
14sold out
3famous investors
$46.41avg. 13F price*
At the end of Q2 2024, 167 institutions reported holding Invesco Total Return Bond Et (GTO) in their 13F filings, up 1 from Q1 2024. 16 opened new positions and 14 sold out. The largest holders were Osaic Holdings, Inc. ($146.5M), LPL Financial LLC ($106.4M) and Envestnet Asset Management Inc. ($93.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Total Return Bond Et
- Filed as
- POWERSHARES ACTIVELY MANAGED (Q2 2024)
- CUSIP
- 46090A804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $36.2M |
| Exits | 14 | $10.1M |
All 13F filers, Q1 2024 → Q2 2024: 3,103,202 shares bought and 1,876,087 shares sold, net +1,227,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| Osaic Holdings, Inc. | 0.35% | Reduce -3.0% | 3,159,037 | $146.5M |
| LPL Financial LLC | 0.05% | Add +5.2% | 2,294,612 | $106.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +15.0% | 2,026,023 | $93.9M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 1,358,060 | $63.0M |
| Cwm, LLC | 0.22% | Add +9.5% | 1,022,715 | $47.4M |
| Brio Consultants, LLC | 6.25% | Reduce -12.5% | 817,267 | $37.9M |
| Bank of America Corp. | 0.00% | Add +1.5% | 791,532 | $36.7M |
| KWB Wealth | 4.93% | Reduce -1.9% | 765,597 | $35.8M |
| RTD Financial Advisors, Inc. | 4.67% | Reduce -0.4% | 748,865 | $34.7M |
| Tidemark, LLC | 14.07% | Add +96.3% | 659,675 | $30.6M |
| Landmark Wealth Management, Inc. | 14.54% | New | 569,422 | $26.4M |
| Howard Financial Services, LTD. | 4.32% | Add +33.5% | 568,172 | $26.3M |
| Brookstone Capital Management | 0.43% | Add +95.1% | 551,862 | $26.0M |
| Bank of New York Mellon Corp | 0.00% | Add +7.9% | 557,317 | $25.8M |
| Spire Wealth Management | 0.91% | Reduce -3.7% | 555,278 | $25.7M |
| Dynamic Advisor Solutions LLC | 0.71% | Add +115.8% | 483,162 | $22.4M |
| Focus Financial Network, Inc. | 0.78% | Add +0.6% | 388,671 | $18.3M |
| Baird Financial Group, Inc. | 0.04% | Add +13.1% | 379,873 | $17.6M |
| Verus Capital Partners, LLC | 1.77% | Reduce -7.6% | 363,946 | $17.1M |
| Beacon Financial Planning, Inc. | 8.28% | Reduce -1.2% | 263,066 | $12.2M |
| Acima Private Wealth, LLC | 4.24% | Add +1.3% | 248,756 | $11.5M |
| KMG Fiduciary Partners, LLC | 1.04% | Add +3.4% | 227,403 | $10.5M |
| IFG Advisory, LLC | 0.67% | Add +4.6% | 223,843 | $10.4M |
| Truist Financial Corp. | 0.01% | Add +2.4% | 202,902 | $9.4M |
| Invesco Ltd. | 0.00% | Add +0.0% | 201,726 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +169.9% | 194,073 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -32.0% | 190,657 | $8.8M |
| Snowden Capital Advisors LLC | 0.23% | Add +7.9% | 166,758 | $7.7M |
| NewEdge Advisors, LLC | 0.06% | Add +249.5% | 164,951 | $7.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +15.6% | 159,767 | $7.4M |
| Merit Financial Group, LLC | 0.16% | Add +3.1% | 158,579 | $7.4M |
| GeoWealth Management, LLC | 0.32% | Reduce -76.8% | 158,119 | $7.3M |
| Good Life Advisors, LLC | 0.58% | Add +34.0% | 152,558 | $7.1M |
| Financial Designs Corp | 4.82% | Add +2.0% | 151,246 | $7.0M |
| Channel Wealth LLC | 2.46% | Add +10.8% | 146,533 | $6.8M |
| World Investment Advisors | 0.42% | Add +6.1% | 143,942 | $6.7M |
| Regal Investment Advisors LLC | 0.41% | Add +8.6% | 133,194 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -27.9% | 131,477 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.4% | 120,835 | $5.6M |
| PFG Advisors | 0.38% | Add +248.0% | 120,199 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +8.3% | 119,751 | $5.6M |
| Stewardship Advisors, LLC | 1.83% | Add +4.5% | 119,659 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +19.1% | 105,405 | $4.9M |
| Mechanics Bank Trust Department | 0.64% | Reduce -14.6% | 95,909 | $4.4M |
| IAG Wealth Partners, LLC | 0.87% | Reduce -0.5% | 93,286 | $4.3M |
| LexAurum Advisors, LLC | 1.06% | Add +14.8% | 93,137 | $4.3M |
| Raymond James & Associates | 0.00% | Reduce -2.0% | 91,696 | $4.3M |
| Simplicity Wealth,LLC | 0.09% | Add +268.6% | 86,668 | $4.0M |
| Insight Wealth Partners, LLC | 2.52% | Reduce -0.8% | 83,855 | $3.9M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -29.4% | 82,523 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -1.9% | 75,668 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -41.6% | 69,449 | $3.2M |
| USAdvisors Wealth Management, LLC | 1.04% | Add +7.9% | 63,686 | $3.0M |
| Destiny Capital Corp | 2.01% | Reduce -3.9% | 63,548 | $2.9M |
| Sandbox Financial Partners, LLC | 1.06% | Add +4.4% | 59,558 | $2.8M |
| Cooper Financial Group | 0.40% | Add +25.8% | 58,903 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +71.0% | 58,481 | $2.7M |
| HUB Investment Partners, LLC | 0.13% | Add +0.7% | 57,870 | $2.7M |
| IHT Wealth Management, LLC | 0.10% | Add +29.3% | 56,835 | $2.6M |
| Renaissance Technologies | 0.00% | Add +18.0% | 55,800 | $2.6M |
| Marcum Wealth, LLC | 0.24% | Add +8.1% | 51,233 | $2.4M |
| Avid Wealth Partners LLC | 1.81% | Add +19.9% | 50,354 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 49,695 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +52.3% | 47,988 | $2.2M |
| MSH Capital Advisors LLC | 0.74% | Add +20.1% | 47,940 | $2.2M |
| Cook Wealth, LLC | 1.19% | Reduce -4.8% | 47,176 | $2.2M |
| Arete Wealth Advisors, LLC | 0.18% | Reduce -0.2% | 46,945 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.4% | 46,467 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.6% | 46,368 | $2.1M |
| Northwest Financial Advisors | 2.16% | Add +38.0% | 45,802 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | New | 41,676 | $1.9M |
| Retirement Planning Group, LLC | 0.12% | Reduce -82.8% | 41,231 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.9% | 41,044 | $1.9M |
| &partners | 0.08% | New | 40,508 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Reduce -11.6% | 39,590 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.38% | Reduce -78.5% | 37,239 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -42.4% | 31,116 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +19.9% | 30,725 | $1.4M |
| Williams & Novak, LLC | 1.32% | New | 30,535 | $1.4M |
| Money Concepts Capital Corp. | 0.12% | Reduce -3.9% | 29,954 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.1% | 29,726 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +7.5% | 28,730 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -41.9% | 26,417 | $1.2M |
| AQR Capital Management | 0.00% | Add +39.4% | 26,205 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | New | 25,819 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -1.0% | 24,397 | $1.1M |
| Founders Financial Alliance, LLC | 0.32% | Reduce -6.2% | 23,077 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +36.9% | 22,294 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +273.1% | 21,974 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +150.6% | 21,831 | $1.0M |
| Treasure Coast Financial Planning | 0.65% | Reduce -3.0% | 21,205 | $983K |
| IFP Advisors, Inc | 0.03% | Reduce -15.5% | 18,837 | $873K |
| Sequent Planning LLC | 0.29% | Add +16.9% | 18,617 | $861K |
| HighTower Advisors, LLC | 0.00% | New | 16,879 | $787K |
| OneAscent Financial Services LLC | 0.11% | Reduce -45.5% | 16,622 | $771K |
| Clearstead Advisors, LLC | 0.01% | New | 15,757 | $730K |
| Kuhn & Co Investment Counsel | 0.64% | Add +8.8% | 15,306 | $710K |
| HBW Advisory Services LLC | 0.11% | Add +11.3% | 13,960 | $647K |
| Pathway Financial Advisors LLC | 0.17% | No change | 13,209 | $612K |
| Assetmark, Inc. | 0.00% | Add +88.7% | 12,629 | $585K |
"% of holder's portfolio" is GTO's weight in each manager's 13F, not the share of Invesco Total Return Bond Et the manager owns.