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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$45.88 +0.07 (+0.15%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Total Return Bond ETF (NYSEARCA:GTO)

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$414.47M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$91.42M
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GTO Institutional Buying and Selling by Quarter

Invesco Total Return Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 BOS Asset Management LLC124,318$5.83M2.0%+15.5%0.302%
5/21/2025 Geneos Wealth Management Inc.6,995$328K0.0%+220.1%0.017%
5/19/2025 Jane Street Group LLC117,963$5.54M0.0%+75.3%0.293%
5/16/2025 Arete Wealth Advisors LLC33,653$1.58M0.1%-19.7%0.084%
5/16/2025 NewEdge Advisors LLC116,522$5.47M0.0%+3.5%0.289%
5/16/2025 Integrated Wealth Concepts LLC139,008$6.52M0.1%+19.5%0.345%
5/16/2025 Cook Wealth LLC56,217$2.62M1.3%+3.8%0.140%
5/16/2025 AQR Capital Management LLC85,840$4.03M0.0%+83.0%0.213%
5/15/2025 Ashton Thomas Securities LLC65,957$3.10M0.9%+9.0%0.164%
5/15/2025 Royal Bank of Canada82,674$3.88M0.0%-6.5%0.205%
5/15/2025 Insight Wealth Partners LLC101,293$4.75M0.8%+1.6%0.252%
5/15/2025 Baird Financial Group Inc.599,185$28.12M0.1%+0.4%1.489%
5/14/2025 CreativeOne Wealth LLC9,015$423K0.0%-14.8%0.022%
5/14/2025 WCG Wealth Advisors LLC10,422$489K0.0%-3.6%0.026%
5/14/2025 Comerica Bank16,564$777K0.0%+12.6%0.041%
5/14/2025 Northwestern Mutual Wealth Management Co.1,104$52K0.0%+500.0%0.003%
5/14/2025 Kestra Advisory Services LLC50,764$2.38M0.0%-70.6%0.126%
5/14/2025 Barnes Wealth Management Group Inc10,781$506K0.3%+31.7%0.027%
5/14/2025 Flow Traders U.S. LLC15,658$735K0.0%N/A0.039%
5/14/2025 JT Stratford LLC25,138$1.18M0.2%+28.6%0.062%
5/14/2025 Petix & Botte Co299,468$14.05M3.7%+42.5%0.744%
5/13/2025 Raymond James Financial Inc.414,318$19.44M0.0%+2.5%1.029%
5/13/2025 Schneider Downs Wealth Management Advisors LP19,113$897K0.2%-46.7%0.047%
5/13/2025 MSH Capital Advisors LLC21,461$1.01M0.3%-31.4%0.053%
5/13/2025 HighTower Advisors LLC21,100$990K0.0%+15.4%0.052%
5/12/2025 Cooper Financial Group67,480$3.17M0.4%+6.4%0.168%
5/12/2025 Invesco Ltd.2,349,347$110.26M0.0%+0.0%5.837%
5/12/2025 Founders Financial Alliance LLC14,711$690K0.2%-14.9%0.037%
5/9/2025 Evolution Wealth Advisors LLC14,665$688K0.1%+17.7%0.036%
5/9/2025 Tidemark LLC774,322$36.34M13.3%+7.0%1.924%
5/9/2025 Acima Private Wealth LLC228,191$10.71M3.8%-18.6%0.567%
5/9/2025 Atria Wealth Solutions Inc.6,389$300K0.0%-66.0%0.016%
5/8/2025 IFG Advisory LLC380,106$17.84M1.0%+2.5%0.944%
5/8/2025 Elios Financial Group Inc.20,021$940K0.5%+3.2%0.050%
5/8/2025 Harbour Investments Inc.903$42K0.0%+48.5%0.002%
5/8/2025 Arkadios Wealth Advisors16,033$752K0.0%+10.4%0.040%
5/7/2025 Atlas Legacy Advisors LLC123,184$5.76M1.5%N/A0.306%
5/7/2025 LPL Financial LLC3,196,882$150.03M0.1%-0.1%7.943%
5/7/2025 Alteri Wealth LLC5,826$273K0.1%N/A0.014%
5/6/2025 Assetmark Inc.11,508$540K0.0%+43.4%0.029%
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5/6/2025 USAdvisors Wealth Management LLC87,040$4.08M1.4%-1.4%0.216%
5/6/2025 Cetera Investment Advisers397,589$18.66M0.0%+183.5%0.988%
5/6/2025 Avantax Advisory Services Inc.91,018$4.27M0.0%+2.7%0.226%
5/6/2025 Journey Strategic Wealth LLC302,651$14.20M0.5%-5.1%0.752%
5/6/2025 Opes Wealth Management LLC5,868$275K0.1%N/A0.015%
5/6/2025 Landmark Wealth Management Inc.134,742$6.32M3.0%-75.2%0.335%
5/6/2025 PFG Advisors161,196$7.57M0.4%+8.8%0.400%
5/5/2025 Treasure Coast Financial Planning34,785$1.63M1.0%-4.4%0.086%
5/5/2025 J.W. Cole Advisors Inc.25,382$1.19M0.0%N/A0.063%
5/5/2025 IFP Advisors Inc26,726$1.25M0.0%+4,082.5%0.066%
5/5/2025 Impact Partnership Wealth LLC4,418$207K0.0%-13.5%0.011%
5/5/2025 Mainstay Capital Management LLC ADV7,520$353K0.0%-4.7%0.019%
5/5/2025 Private Advisor Group LLC595,046$27.93M0.2%+10.1%1.478%
5/2/2025 Concord Wealth Partners1,293$61K0.0%-14.7%0.003%
5/2/2025 PAX Financial Group LLC32,418$1.52M0.3%+34.9%0.081%
5/2/2025 Bogart Wealth LLC7,097$333K0.0%+341.6%0.018%
5/1/2025 CWM LLC1,695,993$79.59M0.3%+6.5%4.214%
4/30/2025 Axxcess Wealth Management LLC18,616$874K0.0%N/A0.046%
4/30/2025 Stratos Wealth Partners LTD.10,466$491K0.0%-33.6%0.026%
4/30/2025 Gilliland Jeter Wealth Management LLC4,387$206K0.1%N/A0.011%
4/29/2025 Envestnet Asset Management Inc.2,929,402$137.48M0.0%+9.6%7.278%
4/29/2025 Concurrent Investment Advisors LLC41,767$1.96M0.0%-3.3%0.104%
4/29/2025 Bank of New York Mellon Corp1,108,392$52.02M0.0%+76.8%2.754%
4/29/2025 World Investment Advisors197,464$9.27M0.2%+4.8%0.491%
4/29/2025 Brookstone Capital Management499,964$23.46M0.3%-7.1%1.242%
4/29/2025 OneDigital Investment Advisors LLC10,881$511K0.0%+12.4%0.027%
4/29/2025 Silver Oak Securities Incorporated20,527$961K0.1%+92.0%0.051%
4/28/2025 American Capital Advisory LLC185,262$8.69M4.7%+33.2%0.459%
4/25/2025 Beacon Financial Planning Inc.211,633$9.93M5.7%-12.4%0.524%
4/25/2025 Colonial River Investments LLC74,465$3.50M1.9%N/A0.185%
4/24/2025 Money Concepts Capital Corp33,104$1.55M0.1%+8.9%0.082%
4/23/2025 Spire Wealth Management561,468$26.35M0.8%+2.4%1.391%
4/23/2025 Consolidated Portfolio Review Corp6,622$311K0.0%+8.8%0.016%
4/22/2025 Flagship Harbor Advisors LLC40,777$1.91M0.1%-3.8%0.101%
4/22/2025 Cambridge 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%
4/21/2025 Envestnet Portfolio Solutions Inc.206,128$9.67M0.0%+2.5%0.511%
4/17/2025 Avid Wealth Partners LLC109,881$5.16M3.5%+33.2%0.272%
4/17/2025 Sowell Financial Services LLC5,510$259K0.0%N/A0.014%
4/17/2025 Janney Montgomery Scott LLC15,311$719K0.0%+34.0%0.038%
4/17/2025 Stewardship Advisors LLC245,138$11.50M3.1%+4.1%0.608%
4/17/2025 Good Life Advisors LLC224,731$10.55M0.7%+21.0%0.557%
4/17/2025 Total Clarity Wealth Management Inc.73,762$3.42M1.1%-1.1%0.183%
4/17/2025 Dynamic Advisor Solutions LLC581,845$27.31M0.9%+3.6%1.442%
4/16/2025 IAG Wealth Partners LLC86,246$4.05M0.6%-10.7%0.214%
4/16/2025 Wealth Enhancement Advisory Services LLC265,234$12.45M0.0%+50.5%0.657%
4/16/2025 Destiny Capital Corp CO57,248$2.69M1.8%-8.6%0.142%
4/16/2025 RTD Financial Advisors Inc.852,136$39.99M5.4%+0.3%2.112%
4/15/2025 Focus Financial Network Inc.374,240$17.56M0.7%+1.7%0.927%
4/15/2025 Integrated Advisors Network LLC5,644$265K0.0%-20.1%0.014%
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Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
4/15/2025 Simplicity Wealth LLC166,556$7.82M0.6%N/A0.413%
4/14/2025 Financial Designs Corp17,533$823K0.6%-88.4%0.043%
4/14/2025 Park Avenue Securities LLC35,807$1.68M0.0%-1.6%0.089%
4/14/2025 KMG Fiduciary Partners LLC301,172$14.13M1.2%+11.2%0.746%
4/11/2025 Sandbox Financial Partners LLC71,080$3.34M1.2%+1.6%0.176%
4/11/2025 Northwest Financial Advisors68,390$3.21M2.7%+19.4%0.169%
4/11/2025 Fjell Capital LLC103,262$4.85M4.9%-15.2%0.256%
4/10/2025 Retirement Planning Group LLC34,607$1.62M0.1%-4.3%0.086%
4/10/2025 KWB Wealth779,345$36.16M4.4%-0.5%1.931%
4/10/2025 Channel Wealth LLC144,804$6.80M2.1%-27.4%0.359%
(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, 202 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 GTO's institutional investors.

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

Of the 176 institutional investors that purchased Invesco Total Return Bond ETF 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 21,547,342 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 105 institutional investors that sold Invesco Total Return Bond ETF 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), Osaic Holdings Inc. ($415.74K), Money Concepts Capital Corp ($314.68K), Brookstone Capital Management ($183.02K), Level Four Advisory Services LLC ($162.43K), GeoWealth Management LLC ($160.77K), and LPL Financial LLC ($148.77K).

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

Institutional investors have sold a total of 4,080,545 shares in the last 24 months. This volume of shares sold represents approximately $189.93M in transactions.



This page (NYSEARCA:GTO) was last updated on 5/24/2025 by MarketBeat.com Staff
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