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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.46 +0.04 (+0.08%)
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Institutional Ownership Changes (13F Filings) for Invesco Total Return Bond ETF (NYSEARCA:GTO)

Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$402.33M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$99.33M
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GTO Institutional Buying and Selling by Quarter

Invesco Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025Perigon Wealth Management LLC12,175$571K0.0%+3.5%0.029%
7/15/2025Beacon Financial Planning Inc.198,553$9.31M5.2%-6.2%0.471%
7/15/2025Aspire Capital Advisors LLC10,843$508K0.1%+144.3%0.026%
7/15/2025RTD Financial Advisors Inc.843,410$39.55M5.1%-1.0%1.999%
7/14/2025 Mechanics Bank Trust Department69,541$3.26M0.5%-8.3%0.165%
7/14/2025 Rooted Wealth Advisors Inc.264,347$12.32M4.3%+6.3%0.626%
7/14/2025 Park Avenue Securities LLC41,025$1.92M0.0%+14.6%0.097%
7/14/2025 Sowell Financial Services LLC6,577$308K0.0%+19.4%0.016%
7/11/2025 Farther Finance Advisors LLC5,760$270K0.0%+13.5%0.014%
7/10/2025 Stewardship Advisors LLC245,800$11.53M2.9%+0.3%0.582%
7/10/2025 Exchange Traded Concepts LLC18,585$871K0.0%N/A0.044%
7/10/2025 Wealth Enhancement Advisory Services LLC205,289$9.60M0.0%-22.6%0.486%
7/10/2025 KMG Fiduciary Partners LLC310,921$14.58M1.1%+3.2%0.737%
7/10/2025 Focus Financial Network Inc.299,941$14.06M0.6%-19.9%0.711%
7/9/2025 Dynamic Advisor Solutions LLC598,765$28.08M0.9%+2.9%1.419%
7/9/2025 Fjell Capital LLC101,702$4.77M4.4%-1.5%0.241%
7/9/2025 Channel Wealth LLC142,771$6.70M1.9%-1.4%0.338%
7/9/2025 Sandbox Financial Partners LLC73,093$3.43M1.1%+2.8%0.173%
7/2/2025 Howard Financial Services LTD.711,727$33.37M4.4%-0.4%1.693%
6/2/2025Integrity Wealth Advisors Inc.30,542$1.43M1.1%+37.1%0.074%
5/28/2025Vista Cima Wealth Management LLC17,994$844K0.6%+7.8%0.044%
5/22/2025BOS Asset Management LLC124,318$5.83M2.0%+15.5%0.302%
5/21/2025Geneos Wealth Management Inc.6,995$328K0.0%+220.1%0.017%
5/19/2025Jane Street Group LLC117,963$5.54M0.0%+75.3%0.293%
5/16/2025Arete Wealth Advisors LLC33,653$1.58M0.1%-19.7%0.084%
5/16/2025NewEdge Advisors LLC116,522$5.47M0.0%+3.5%0.289%
5/16/2025Integrated Wealth Concepts LLC139,008$6.52M0.1%+19.5%0.345%
5/16/2025Cook Wealth LLC56,217$2.62M1.3%+3.8%0.140%
5/16/2025AQR Capital Management LLC85,840$4.03M0.0%+83.0%0.213%
5/15/2025Ashton Thomas Securities LLC65,957$3.10M0.9%+9.0%0.164%
5/15/2025Royal Bank of Canada82,674$3.88M0.0%-6.5%0.205%
5/15/2025Insight Wealth Partners LLC101,293$4.75M0.8%+1.6%0.252%
5/15/2025Baird Financial Group Inc.599,185$28.12M0.1%+0.4%1.489%
5/14/2025CreativeOne Wealth LLC9,015$423K0.0%-14.8%0.022%
5/14/2025WCG Wealth Advisors LLC10,422$489K0.0%-3.6%0.026%
5/14/2025Comerica Bank16,564$777K0.0%+12.6%0.041%
5/14/2025Northwestern Mutual Wealth Management Co.1,104$52K0.0%+500.0%0.003%
5/14/2025Kestra Advisory Services LLC50,764$2.38M0.0%-70.6%0.126%
5/14/2025Barnes Wealth Management Group Inc10,781$506K0.3%+31.7%0.027%
5/14/2025Flow Traders U.S. LLC15,658$735K0.0%N/A0.039%
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5/14/2025JT Stratford LLC25,138$1.18M0.2%+28.6%0.062%
5/14/2025Petix & Botte Co299,468$14.05M3.7%+42.5%0.744%
5/13/2025Raymond James Financial Inc.414,318$19.44M0.0%+2.5%1.029%
5/13/2025Schneider Downs Wealth Management Advisors LP19,113$897K0.2%-46.7%0.047%
5/13/2025MSH Capital Advisors LLC21,461$1.01M0.3%-31.4%0.053%
5/13/2025HighTower Advisors LLC21,100$990K0.0%+15.4%0.052%
5/12/2025Cooper Financial Group67,480$3.17M0.4%+6.4%0.168%
5/12/2025Invesco Ltd.2,349,347$110.26M0.0%+0.0%5.837%
5/12/2025Founders Financial Alliance LLC14,711$690K0.2%-14.9%0.037%
5/9/2025Evolution Wealth Advisors LLC14,665$688K0.1%+17.7%0.036%
5/9/2025Tidemark LLC774,322$36.34M13.3%+7.0%1.924%
5/9/2025Acima Private Wealth LLC228,191$10.71M3.8%-18.6%0.567%
5/9/2025Atria Wealth Solutions Inc.6,389$300K0.0%-66.0%0.016%
5/8/2025IFG Advisory LLC380,106$17.84M1.0%+2.5%0.944%
5/8/2025Elios Financial Group Inc.20,021$940K0.5%+3.2%0.050%
5/8/2025Harbour Investments Inc.903$42K0.0%+48.5%0.002%
5/8/2025Arkadios Wealth Advisors16,033$752K0.0%+10.4%0.040%
5/7/2025Atlas Legacy Advisors LLC123,184$5.76M1.5%N/A0.306%
5/7/2025LPL Financial LLC3,196,882$150.03M0.1%-0.1%7.943%
5/7/2025Alteri Wealth LLC5,826$273K0.1%N/A0.014%
5/6/2025Assetmark Inc.11,508$540K0.0%+43.4%0.029%
5/6/2025USAdvisors Wealth Management LLC87,040$4.08M1.4%-1.4%0.216%
5/6/2025Cetera Investment Advisers397,589$18.66M0.0%+183.5%0.988%
5/6/2025Avantax Advisory Services Inc.91,018$4.27M0.0%+2.7%0.226%
5/6/2025Journey Strategic Wealth LLC302,651$14.20M0.5%-5.1%0.752%
5/6/2025Opes Wealth Management LLC5,868$275K0.1%N/A0.015%
5/6/2025Landmark Wealth Management Inc.134,742$6.32M3.0%-75.2%0.335%
5/6/2025PFG Advisors161,196$7.57M0.4%+8.8%0.400%
5/5/2025Treasure Coast Financial Planning34,785$1.63M1.0%-4.4%0.086%
5/5/2025J.W. Cole Advisors Inc.25,382$1.19M0.0%N/A0.063%
5/5/2025IFP Advisors Inc26,726$1.25M0.0%+4,082.5%0.066%
5/5/2025Impact Partnership Wealth LLC4,418$207K0.0%-13.5%0.011%
5/5/2025Mainstay Capital Management LLC ADV7,520$353K0.0%-4.7%0.019%
5/5/2025Private Advisor Group LLC595,046$27.93M0.2%+10.1%1.478%
5/2/2025Concord Wealth Partners1,293$61K0.0%-14.7%0.003%
5/2/2025PAX Financial Group LLC32,418$1.52M0.3%+34.9%0.081%
5/2/2025Bogart Wealth LLC7,097$333K0.0%+341.6%0.018%
5/1/2025CWM LLC1,695,993$79.59M0.3%+6.5%4.214%
4/30/2025Axxcess Wealth Management LLC18,616$874K0.0%N/A0.046%
4/30/2025Stratos Wealth Partners LTD.10,466$491K0.0%-33.6%0.026%
4/30/2025Gilliland Jeter Wealth Management LLC4,387$206K0.1%N/A0.011%
4/29/2025Envestnet Asset Management Inc.2,929,402$137.48M0.0%+9.6%7.278%
4/29/2025Concurrent Investment Advisors LLC41,767$1.96M0.0%-3.3%0.104%
4/29/2025Bank of New York Mellon Corp1,108,392$52.02M0.0%+76.8%2.754%
4/29/2025World Investment Advisors197,464$9.27M0.2%+4.8%0.491%
4/29/2025Brookstone Capital Management499,964$23.46M0.3%-7.1%1.242%
4/29/2025OneDigital Investment Advisors LLC10,881$511K0.0%+12.4%0.027%
4/29/2025 Silver Oak Securities Incorporated20,527$961K0.1%+92.0%0.051%
4/28/2025American Capital Advisory LLC185,262$8.69M4.7%+33.2%0.459%
4/25/2025Beacon Financial Planning Inc.211,633$9.93M5.7%-12.4%0.524%
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4/25/2025Colonial River Investments LLC74,465$3.50M1.9%N/A0.185%
4/24/2025Money Concepts Capital Corp33,104$1.55M0.1%+8.9%0.082%
4/23/2025Spire Wealth Management561,468$26.35M0.8%+2.4%1.391%
4/23/2025Consolidated Portfolio Review Corp6,622$311K0.0%+8.8%0.016%
4/22/2025Flagship Harbor Advisors LLC40,777$1.91M0.1%-3.8%0.101%
4/22/2025Cambridge Investment Research Advisors Inc.58,290$2.74M0.0%+6.4%0.144%
4/21/2025 Silver Oak Securities Incorporated47,132$2.21M0.2%+340.9%0.117%
4/21/2025Envestnet Portfolio Solutions Inc.206,128$9.67M0.0%+2.5%0.511%
4/17/2025Avid Wealth Partners LLC109,881$5.16M3.5%+33.2%0.272%
4/17/2025 Sowell Financial Services LLC5,510$259K0.0%N/A0.014%
(Data available from 1/1/2016 forward)

GTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GTO shares?

During the previous two years, 203 institutional investors and hedge funds held shares of Invesco Total Return Bond ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($152.48M), LPL Financial LLC ($150.03M), Envestnet Asset Management Inc. ($137.48M), Invesco Ltd. ($110.26M), CWM LLC ($79.59M), Bank of New York Mellon Corp ($52.02M), and Brio Consultants LLC ($42.56M).Learn more on Invesco Total Return Bond ETF's institutional investors.

Which institutional investors have been buying Invesco Total Return Bond ETF's stock?

Of the 176 institutional investors that purchased Invesco Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Osaic Holdings Inc. ($4.83M), Envestnet Asset Management Inc. ($1.64M), LPL Financial LLC ($1.18M), Bank of New York Mellon Corp ($1.08M), CWM LLC ($983.35K), KWB Wealth ($824.65K), and Private Advisor Group LLC ($549.23K).

How much institutional buying is happening at Invesco Total Return Bond ETF?

Institutional investors have bought a total of 8,527,853 shares in the last 24 months. This purchase volume represents approximately $402.33M in transactions.

Which of Invesco Total Return Bond ETF's major shareholders have been selling company stock?

Of the 73 institutional investors that sold Invesco Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landmark Wealth Management Inc. ($450.54K), GeoWealth Management LLC ($160.77K), Good Life Advisors LLC ($140.82K), Financial Designs Corp ($135.69K), Kestra Advisory Services LLC ($122.00K), Merit Financial Group LLC ($114.59K), and Focus Financial Network Inc. ($110.15K).

How much institutional selling is happening at Invesco Total Return Bond ETF?

Institutional investors have sold a total of 2,121,739 shares in the last 24 months. This volume of shares sold represents approximately $99.33M in transactions.


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This page (NYSEARCA:GTO) was last updated on 7/16/2025 by MarketBeat.com Staff
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