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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$47.55 -0.06 (-0.13%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Total Return Bond ETF (NYSEARCA:GTO)

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$482.65M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$142.68M
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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
9/4/2025Osaic Holdings Inc.2,988,723$140.14M0.2%+1.4%7.049%
8/27/2025Orion Porfolio Solutions LLC32,034$1.50M0.0%-3.6%0.076%
8/25/2025BLVD Private Wealth LLC16,985$796K0.8%N/A0.040%
8/18/2025Geneos Wealth Management Inc.2,185$102K0.0%-68.8%0.005%
8/15/2025Asset Allocation Strategies LLC127,926$6.00M1.2%+24.9%0.302%
8/15/2025Captrust Financial Advisors85,430$4.01M0.0%+150.9%0.201%
8/15/2025Snowden Capital Advisors LLC200,969$9.42M0.3%+1.5%0.474%
8/15/2025Orion Porfolio Solutions LLC32,034$1.50M0.0%-3.6%0.076%
8/15/2025MML Investors Services LLC200,907$9.42M0.0%+15.7%0.474%
8/15/2025IHT Wealth Management LLC130,771$6.13M0.2%+16.3%0.308%
8/15/2025Bank of America Corp DE1,070,063$50.18M0.0%+45.7%2.524%
8/15/2025AQR Capital Management LLC98,980$4.64M0.0%+15.3%0.233%
8/14/2025Jane Street Group LLC28,506$1.34M0.0%-75.8%0.067%
8/14/2025Ausdal Financial Partners Inc.4,554$214K0.0%-45.8%0.011%
8/14/2025Raymond James Financial Inc.481,003$22.55M0.0%+16.1%1.134%
8/14/2025HUB Investment Partners LLC36,452$1.71M0.1%-13.9%0.086%
8/14/2025NewEdge Advisors LLC116,242$5.45M0.0%-0.2%0.274%
8/14/2025Prestige Wealth Management Group LLC559$26K0.0%-65.3%0.001%
8/14/2025Cerity Partners LLC58,790$2.74M0.0%N/A0.139%
8/14/2025Daner Wealth Management LLC108,661$5.11M3.5%N/A0.256%
8/13/2025Flow Traders U.S. LLC22,987$1.08M0.0%+46.8%0.054%
8/13/2025GeoWealth Management LLC28,676$1.35M0.1%-11.7%0.068%
8/13/2025Baird Financial Group Inc.643,497$30.17M0.1%+7.4%1.518%
8/13/2025Invesco Ltd.2,411,115$113.06M0.0%+2.6%5.687%
8/13/2025JT Stratford LLC25,414$1.19M0.2%+1.1%0.060%
8/13/2025Elios Financial Group Inc.23,213$1.09M0.5%+15.9%0.055%
8/13/2025IAG Wealth Partners LLC6,672$313K0.0%-92.3%0.016%
8/13/2025Solutions 4 Wealth Ltd6,560$308K0.5%N/A0.015%
8/13/2025VestGen Advisors LLC209,747$9.87M0.4%+1.8%0.495%
8/13/2025Lido Advisors LLC42,117$1.98M0.0%-8.5%0.099%
8/13/2025Level Four Advisory Services LLC4,476$210K0.0%-14.5%0.011%
8/12/2025J.W. Cole Advisors Inc.28,877$1.35M0.0%+13.8%0.068%
8/12/2025Richmond Investment Services LLC236,542$11.09M2.3%+752.2%0.558%
8/12/2025Financial Advocates Investment Management12,986$609K0.0%+15.4%0.031%
8/12/2025CreativeOne Wealth LLC7,549$354K0.0%-16.3%0.018%
8/12/2025Journey Strategic Wealth LLC317,586$14.89M0.5%+4.9%0.749%
8/12/2025JPMorgan Chase & Co.82,012$3.85M0.0%-25.9%0.193%
8/12/2025Entropy Technologies LP33,501$1.57M0.1%N/A0.079%
8/11/2025Alteri Wealth LLC6,748$316K0.1%+15.8%0.016%
8/11/2025PAX Financial Group LLC32,882$1.54M0.3%+1.4%0.078%
8/8/2025Avantax Advisory Services Inc.96,902$4.54M0.0%+6.5%0.229%
8/8/2025Cetera Investment Advisers414,325$19.43M0.0%+4.2%0.978%
8/8/2025Good Life Advisors LLC260,620$12.22M0.8%+16.0%0.615%
8/8/2025Petix & Botte Co351,101$16.46M4.0%+17.2%0.829%
8/7/2025Verus Capital Partners LLC274,892$12.89M1.1%+11.5%0.649%
8/7/2025Vise Technologies Inc.20,696$970K0.0%N/A0.049%
8/7/2025PFG Advisors170,237$7.98M0.3%+5.6%0.402%
8/7/2025Brio Consultants LLC1,013,133$47.51M6.9%+4.0%2.392%
8/6/2025Vestmark Advisory Solutions Inc.103,340$4.85M0.1%N/A0.244%
8/6/2025Destiny Capital Corp CO56,566$2.65M1.6%-1.2%0.134%
8/6/2025Atlas Legacy Advisors LLC128,740$6.04M1.3%+4.5%0.304%
8/6/2025Axim Planning & Wealth8,709$408K0.4%N/A0.021%
8/5/2025American Capital Advisory LLC186,842$8.76M4.4%+0.9%0.441%
8/5/2025Bank of New York Mellon Corp1,135,448$53.24M0.0%+2.4%2.681%
8/5/2025Landmark Wealth Management Inc.25,411$1.19M0.5%-81.1%0.060%
8/4/2025IFG Advisory LLC262,776$12.32M0.6%-30.9%0.620%
8/4/2025Assetmark Inc.16,277$763K0.0%+41.4%0.038%
8/4/2025Spire Wealth Management491,422$22.90M0.8%-12.5%1.160%
8/4/2025Barnes Dennig Private Wealth Management LLC3,034$142K0.2%N/A0.007%
8/4/2025World Investment Advisors218,389$10.24M0.2%+10.6%0.516%
8/4/2025Flagship Harbor Advisors LLC37,049$1.74M0.1%-9.1%0.087%
8/4/2025Northwest Financial Advisors52,342$2.45M3.4%-23.5%0.124%
8/1/2025Envestnet Asset Management Inc.2,829,210$132.66M0.0%-3.4%6.681%
7/31/2025Schneider Downs Wealth Management Advisors LP9,385$440K0.1%-50.9%0.022%
7/31/2025Insight Wealth Partners LLC102,875$4.82M1.9%+1.6%0.243%
7/30/2025Brookstone Capital Management518,467$24.31M0.3%+3.7%1.224%
7/30/2025Retirement Planning Group LLC33,023$1.55M0.1%-4.6%0.078%
7/30/2025Cullen Frost Bankers Inc.5,952$279K0.0%+4.4%0.014%
7/30/2025LGT Financial Advisors LLC823$39K0.1%-27.6%0.002%
7/30/2025Bogart Wealth LLC6,348$298K0.0%-10.6%0.015%
7/30/2025Drive Wealth Management LLC14,005$657K0.1%N/A0.033%
7/29/2025Stratos Wealth Partners LTD.9,236$433K0.0%-11.8%0.022%
7/29/2025Empirical Asset Management LLC7,408$347K0.1%+20.8%0.017%
7/28/2025Harbour Investments Inc.1,352$63K0.0%+49.7%0.003%
7/28/2025RFG Advisory LLC24,636$1.16M0.0%-17.9%0.058%
7/28/2025Axxcess Wealth Management LLC79,007$3.71M0.1%+324.4%0.187%
7/25/2025Northwest Capital Management Inc913$43K0.0%-34.7%0.002%
7/25/2025Envestnet Portfolio Solutions Inc.205,582$9.64M0.0%-0.3%0.485%
7/25/2025Total Clarity Wealth Management Inc.110,188$5.17M1.5%+49.4%0.260%
7/25/2025CWM LLC1,699,341$79.68M0.3%+0.2%4.013%
7/25/2025Concurrent Investment Advisors LLC53,933$2.53M0.0%+29.1%0.127%
7/24/2025Williams & Novak LLC4,513$212K0.2%N/A0.011%
7/24/2025Acima Private Wealth LLC207,755$9.74M3.3%-9.0%0.491%
7/24/2025IFP Advisors Inc68,699$3.22M0.1%+157.0%0.162%
7/24/2025Mainstay Capital Management LLC ADV15,340$719K0.0%+104.0%0.036%
7/22/2025Simplicity Wealth LLC78,672$3.69M0.2%-52.8%0.186%
7/22/2025USAdvisors Wealth Management LLC99,891$4.68M1.7%+14.8%0.236%
7/21/2025Ashton Thomas Securities LLC102,590$4.81M1.2%+55.5%0.243%
7/18/2025Consolidated Portfolio Review Corp7,649$359K0.0%+15.5%0.018%
7/18/2025Cooper Financial Group60,421$2.83M0.3%-10.5%0.143%
7/18/2025Truist Financial Corp14,062$659K0.0%-92.4%0.033%
7/17/2025Janney Montgomery Scott LLC21,206$994K0.0%+38.5%0.050%
7/17/2025Financial Designs Corp16,673$782K0.5%-4.9%0.040%
7/17/2025KWB Wealth770,147$36.14M4.1%-1.2%1.825%
7/16/2025BOS Asset Management LLC124,986$5.86M1.9%+0.5%0.296%
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%
7/14/2025Mechanics Bank Trust Department69,541$3.26M0.5%-8.3%0.165%
(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, 210 institutional investors and hedge funds held shares of Invesco Total Return Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($150.03M), Osaic Holdings Inc. ($140.14M), Envestnet Asset Management Inc. ($132.66M), Invesco Ltd. ($113.06M), CWM LLC ($79.68M), Bank of New York Mellon Corp ($53.24M), and Bank of America Corp DE ($50.18M).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 184 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: Bank of New York Mellon Corp ($1.11M), CWM LLC ($970.02K), LPL Financial LLC ($905.56K), KWB Wealth ($824.65K), Envestnet Asset Management Inc. ($717.24K), Howard Financial Services LTD. ($530.11K), and Private Advisor Group LLC ($525.66K).

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

Institutional investors have bought a total of 10,240,585 shares in the last 24 months. This purchase volume represents approximately $482.65M in transactions.

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

Of the 82 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. ($559.88K), Truist Financial Corp ($170.70K), GeoWealth Management LLC ($164.59K), Good Life Advisors LLC ($140.82K), Financial Designs Corp ($136.55K), Jane Street Group LLC ($125.51K), and Kestra Advisory Services LLC ($122.00K).

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

Institutional investors have sold a total of 3,045,758 shares in the last 24 months. This volume of shares sold represents approximately $142.68M in transactions.


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This page (NYSEARCA:GTO) was last updated on 10/6/2025 by MarketBeat.com Staff
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