S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead

Invesco Total Return Bond ETF (GTO) Institutional Ownership

$45.75
-0.26 (-0.57%)
(As of 04/15/2024 05:12 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$708.86M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$108.58M
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Skip Chart & View Institutional Buying and Selling Data

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
4/16/2024Wealth Enhancement Advisory Services LLC171,041$8.01M0.0%-9.9%0.801%
4/15/2024Sandbox Financial Partners LLC57,048$2.67M1.1%N/A0.267%
4/15/2024Brookstone Capital Management282,889$13.24M0.2%-30.5%1.325%
4/13/2024 Retirement Planning Group LLC240,133$11.24M0.9%+9.9%1.125%
4/12/2024 Dynamic Advisor Solutions LLC223,843$10.48M0.4%+9.4%1.048%
4/12/2024 Financial Designs Corp148,330$6.94M4.6%N/A0.695%
4/12/2024 Mechanics Bank Trust Department112,345$5.26M0.8%-12.6%0.526%
4/11/2024 Cooper Financial Group46,831$2.19M0.4%+1.2%0.219%
4/11/2024 Rockland Trust Co.10,975$514K0.0%-50.4%0.051%
4/11/2024 RFG Advisory LLC26,739$1.25M0.0%+0.9%0.125%
4/10/2024 LexAurum Advisors LLC81,141$3.80M1.0%+11.4%0.380%
4/10/2024 Marcum Wealth LLC47,393$2.22M0.2%+11.8%0.222%
4/10/2024 Park Avenue Securities LLC25,629$1.20M0.0%+18.1%0.120%
4/10/2024 KMG Fiduciary Partners LLC219,956$10.30M1.1%+54.9%1.030%
3/8/2024ICA Group Wealth Management LLC4,956$234K0.1%N/A0.023%
2/29/2024Acima Private Wealth LLC242,272$11.45M4.5%N/A1.135%
2/26/2024Integrated Advisors Network LLC11,950$565K0.0%-13.8%0.056%
2/16/2024O Dell Group LLC1,761$83K0.0%N/A0.008%
2/15/2024Mercer Global Advisors Inc. ADV134,848$6.37M0.0%-32.5%0.632%
2/15/2024OLD Mission Capital LLC9,693$458K0.0%N/A0.045%
2/15/2024Baird Financial Group Inc.313,670$14.82M0.0%N/A1.469%
2/15/2024Citadel Advisors LLC11,941$564K0.0%N/A0.056%
2/15/2024Comerica Bank7,899$373K0.0%+329.1%0.037%
2/14/2024Royal Bank of Canada104,593$4.94M0.0%-21.2%0.490%
2/14/2024Kestra Advisory Services LLC11,670$551K0.0%N/A0.055%
2/13/2024Envestnet Asset Management Inc.1,549,511$73.20M0.0%+5.8%7.258%
2/13/2024Cetera Advisor Networks LLC36,320$1.72M0.0%+1.9%0.170%
2/13/2024Belpointe Asset Management LLC11,354$536K0.0%-3.3%0.053%
2/12/2024Focus Financial Network Inc. ADV468,958$22.15M0.8%N/A2.197%
2/12/2024Alta Wealth Advisors LLC8,239$389K0.2%-88.9%0.039%
2/9/2024Founders Financial Alliance LLC24,612$1.16M0.5%-11.5%0.115%
2/9/2024Advisory Services Network LLC5,386$254K0.0%-9.6%0.025%
2/9/2024Orion Portfolio Solutions LLC18,479$867K0.0%-4.4%0.087%
2/9/2024Cambridge Investment Research Advisors Inc.46,041$2.18M0.0%+7.1%0.216%
2/9/2024Tidemark LLC9,632$455K0.3%N/A0.045%
2/9/2024Assetmark Inc.7,243$342K0.0%+24.9%0.034%
2/9/2024Schneider Downs Wealth Management Advisors LP157,894$7.46M1.9%+102.4%0.740%
2/8/2024Prestige Wealth Management Group LLC1,609$76K0.0%-91.0%0.008%
2/8/2024Level Four Advisory Services LLC11,266$532K0.0%-5.9%0.053%
2/8/2024Financial Advocates Investment Management44,803$2.12M0.1%-14.0%0.210%
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2/7/2024Avantax Advisory Services Inc.71,844$3.39M0.0%+66.5%0.337%
2/7/2024Envestnet Portfolio Solutions Inc.89,398$4.22M0.0%+415.1%0.419%
2/7/2024Northwest Financial Advisors325,616$15.38M13.1%N/A1.525%
2/7/2024Principal Securities Inc.6,115$289K0.0%N/A0.029%
2/6/2024Lincoln National Corp7,523$355K0.0%-5.2%0.035%
2/6/2024Private Advisor Group LLC203,921$9.63M0.1%+24.4%0.955%
2/6/2024Spire Wealth Management567,500$26.53M0.9%-3.6%2.658%
2/6/2024TCG Advisory Services LLC54,532$2.58M0.2%+5.1%0.255%
2/6/2024Merit Financial Group LLC135,755$6.41M0.2%N/A0.636%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC14,080$665K0.0%-10.0%0.066%
2/5/2024Silver Oak Securities Incorporated10,520$497K0.1%+32.7%0.049%
2/5/2024Brio Consultants LLC868,293$41.02M7.3%+20.5%4.067%
2/2/2024IAG Wealth Partners LLC93,690$4.43M1.0%-12.3%0.439%
2/2/2024Truist Financial Corp27,729$1.31M0.0%+34.4%0.130%
2/2/2024Atria Wealth Solutions Inc.15,267$721K0.0%-14.1%0.072%
2/1/2024Aspire Private Capital LLC3,646$172K0.1%+11.3%0.017%
2/1/2024Treasure Coast Financial Planning24,512$1.16M0.8%+22.7%0.115%
2/1/2024 CWM LLC680,435$32.14M0.2%+3.5%3.187%
2/1/2024 Pathway Financial Advisors LLC13,309$629K0.2%+82.2%0.062%
1/31/2024Evolution Wealth Advisors LLC7,525$355K0.1%+18.8%0.035%
1/30/2024Keel Point LLC7,662$362K0.0%+3.2%0.036%
1/29/2024Beacon Financial Planning Inc.269,955$12.75M10.0%+0.5%1.264%
1/29/2024Aspire Capital Advisors LLC4,614$218K0.1%N/A0.022%
1/29/2024Cook Wealth Management Group LLC45,057$2.10M1.3%+43.0%0.211%
1/26/2024Geneos Wealth Management Inc.5,217$246K0.0%-12.6%0.024%
1/25/2024 RFG Advisory LLC26,503$1.25M0.0%+7.1%0.124%
1/25/2024Pinnacle Bancorp Inc.1,172$55K0.0%-19.6%0.005%
1/24/2024Stratos Wealth Partners LTD.51,226$2.42M0.0%+4.5%0.240%
1/24/2024CENTRAL TRUST Co1,800$85K0.0%N/A0.008%
1/24/2024Hedeker Wealth LLC58,175$2.75M0.9%+3.0%0.272%
1/23/2024Avid Wealth Partners LLC33,270$1.57M1.6%N/A0.156%
1/19/2024PFG Advisors31,368$1.48M0.1%+4.5%0.147%
1/18/2024Good Life Advisors LLC97,702$4.62M0.5%+2.5%0.458%
1/17/2024IFG Advisory LLC254,651$12.03M0.9%+1.5%1.193%
1/17/2024RTD Financial Advisors Inc.743,970$35.15M4.9%+2.9%3.485%
1/16/2024HBW Advisory Services LLC12,544$593K0.1%-13.5%0.059%
1/16/2024Raymond James Financial Services Advisors Inc.393,790$18.60M0.0%+35.9%1.844%
1/16/2024Raymond James & Associates81,580$3.85M0.0%-2.5%0.382%
1/16/2024 Retirement Planning Group LLC218,403$10.32M0.9%+217.4%1.023%
1/16/2024 Cooper Financial Group46,260$2.19M0.4%+0.8%0.217%
1/11/2024Brookstone Capital Management407,088$19.23M0.4%+5.7%1.907%
1/11/2024OneAscent Financial Services LLC51,275$2.42M0.3%N/A0.240%
1/11/2024 Rockland Trust Co.22,121$1.05M0.1%-21.5%0.104%
1/11/2024 LexAurum Advisors LLC72,841$3.44M0.9%+1.5%0.341%
1/11/2024 Mechanics Bank Trust Department128,514$6.07M0.9%-11.0%0.602%
1/11/2024 Dynamic Advisor Solutions LLC204,540$9.56M0.4%+26.0%0.958%
1/11/2024KWB Wealth795,308$37.57M5.4%N/A3.725%
1/11/2024 KMG Fiduciary Partners LLC141,956$6.71M0.8%+3.8%0.665%
1/10/2024 Marcum Wealth LLC42,405$2.00M0.2%+11.7%0.199%
1/9/2024Howard Financial Services LTD.302,970$14.31M2.8%+64.0%1.419%
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1/9/2024WBH Advisory Inc.4,606$218K0.0%-52.5%0.022%
1/9/2024IFP Advisors Inc34,669$1.64M0.1%-3.8%0.162%
1/8/2024 Channel Wealth LLC98,084$4.63M2.2%-2.3%0.459%
11/21/2023Comerica Bank1,841$82K0.0%N/A0.009%
11/16/2023Integrated Advisors Network LLC13,869$619K0.0%-23.6%0.065%
11/16/2023Financial Gravity Asset Management Inc.183,328$8.18M0.1%+983.2%0.859%
11/16/2023Belpointe Asset Management LLC11,737$524K0.1%-51.7%0.055%
11/16/2023Morgan Stanley1,085,020$48.42M0.0%-2.7%5.082%
11/15/2023Integrated Wealth Concepts LLC408,168$18.22M0.3%+3.6%1.912%
11/15/2023Mercer Global Advisors Inc. ADV199,725$8.91M0.0%-23.8%0.935%
(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, 190 institutional investors and hedge funds held shares of Invesco Total Return Bond ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($162.10M), LPL Financial LLC ($107.23M), Envestnet Asset Management Inc. ($73.20M), Morgan Stanley ($48.42M), Advisor Group Holdings Inc. ($42.22M), Brio Consultants LLC ($41.02M), and KWB Wealth ($37.57M).Learn more on GTO's institutional investors.

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

Of the 171 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), Jane Street Group LLC ($1.56M), Brio Consultants LLC ($1.46M), Envestnet Asset Management Inc. ($1.26M), LPL Financial LLC ($1.04M), KWB Wealth ($795.31K), and Bank of New York Mellon Corp ($521.16K).

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

Institutional investors have bought a total of 23,980,680 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

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

Of the 104 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: Brookstone Capital Management ($507.61K), Money Concepts Capital Corp ($499.03K), Intelligence Driven Advisers LLC ($369.96K), Insight Wealth Partners LLC ($351.91K), LPL Financial LLC ($329.92K), Prestige Wealth Management Group LLC ($270.50K), and Mercer Global Advisors Inc. ADV ($267.03K).

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

Institutional investors have sold a total of 6,875,946 shares in the last 24 months. This volume of shares sold represents approximately $329.23M in transactions.


This page (NYSEARCA:GTO) was last updated on 4/16/2024 by MarketBeat.com Staff

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