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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$44.84 +0.08 (+0.18%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$44.84 +0.00 (+0.01%)
As of 10/14/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Total Return Bond ETF (NYSEARCA:GTO)

Number of
Institutional Buyers
(last 12 months)
141
Total
Institutional Inflows
(last 12 months)
$608.77M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$171.30M
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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
10/14/2026Firethorn Wealth Partners LLC9,762$435K0.1%N/A0.018%
10/14/2026Focus Financial Network Inc.298,313$13.30M0.4%N/A0.536%
10/14/2026KMG Fiduciary Partners LLC340,047$15.16M1.4%N/A0.611%
10/14/2026Signal Advisors Wealth LLC15,659$698K0.0%N/A0.028%
10/14/2026Krilogy Financial LLC11,728$525K0.0%+9.1%0.021%
10/13/2026Mechanics Bank Trust Department79,409$3.54M0.5%N/A0.143%
10/10/2026RTD Financial Advisors Inc.909,335$40.55M4.4%N/A1.669%
10/9/2026BOS Asset Management LLC174,347$7.77M1.8%N/A0.320%
10/9/2026First Heartland Consultants Inc.8,654$386K0.0%N/A0.016%
10/8/2026Farther Finance Advisors LLC18,396$820K0.0%N/A0.034%
10/8/2026CoreCap Advisors LLC5,088$227K0.0%N/A0.009%
10/7/2026Cooper Financial Group152,767$6.81M0.5%N/A0.280%
10/7/2026Pathway Financial Advisors LLC13,209$589K0.1%N/A0.024%
10/5/2026Acima Private Wealth LLC297,666$13.27M3.9%N/A0.546%
9/23/2026Envestnet Portfolio Solutions Inc.252,255$11.82M0.1%+6.3%0.464%
9/23/2026Envestnet Asset Management Inc.4,368,117$189.97M0.0%+32.9%8.030%
9/9/2026Capital Analysts LLC6,645$311K0.0%+92.9%0.013%
9/9/2026Insight Wealth Partners LLC104,378$4.89M0.7%-26.3%0.198%
9/9/2026Integrated Wealth Concepts LLC143,525$6.73M0.0%+27.4%0.273%
9/9/2026RFG Advisory LLC12,165$570K0.0%-10.2%0.023%
9/9/2026NewEdge Advisors LLC492,314$23.08M0.1%+109.5%0.935%
9/9/2026IFP Advisors Inc343,525$16.10M0.3%+306.1%0.652%
9/9/2026Baird Financial Group Inc.146,948$6.89M0.0%+62.1%0.279%
9/9/2026Arcus Capital Partners LLC7,984$374K0.2%N/A0.015%
9/2/2026Citadel Advisors LLC76,353$3.58M0.0%N/A0.145%
8/27/2026Corient Private Wealth LP145,371$6.81M0.0%N/A0.276%
8/23/2026Aspire Capital Advisors LLC25,475$1.19M0.2%+31.4%0.048%
8/23/2026Asset Allocation Strategies LLC260,054$11.60M1.7%+69.8%0.494%
7/10/2026KWB Wealth352,169$16.51M1.4%+40.8%0.685%
7/10/2026KMG Fiduciary Partners LLC348,756$16.35M1.5%-7.9%0.679%
7/9/2026Focus Financial Network Inc.294,261$13.79M0.4%+7.9%0.572%
7/8/2026Cooper Financial Group199,851$9.37M0.8%+1.9%0.389%
7/7/2026Mechanics Bank Trust Department78,613$3.69M0.5%-2.8%0.153%
7/7/2026Dynamic Advisor Solutions LLC700,663$32.84M0.9%+13.6%1.363%
7/7/2026CoreCap Advisors LLC3,834$180K0.0%+40.9%0.007%
7/7/2026Howard Financial Services LTD.799,598$37.48M3.7%+4.0%1.556%
7/6/2026Acima Private Wealth LLC290,933$13.64M4.0%+4.3%0.566%
6/18/2026Western Wealth Management LLC12,908$604K0.0%N/A0.027%
6/10/2026Curry Webb Wealth Management LLC134,445$6.30M3.0%N/A0.280%
6/3/2026NewEdge Advisors LLC234,948$11.00M0.0%+9.8%0.488%
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5/22/2026Verus Capital Partners LLC259,986$12.18M0.8%-15.9%0.541%
5/19/2026Western Wealth Management LLC12,908$604K0.0%N/A0.027%
5/19/2026NewEdge Advisors LLC43,123$2.02M0.0%-79.9%0.090%
5/19/2026Bank of America Corp DE3,812,087$178.52M0.0%+236.8%7.925%
5/19/2026Ashton Thomas Securities LLC132,475$6.20M0.8%-12.9%0.275%
5/19/2026Arkadios Wealth Advisors24,455$1.15M0.0%+59.3%0.051%
5/18/2026Royal Bank of Canada145,351$6.81M0.0%+10.6%0.302%
5/15/2026Gateway Wealth Partners LLC12,732$596K0.0%N/A0.026%
5/14/2026Lido Advisors LLC22,989$1.08M0.0%-38.0%0.048%
5/13/2026Cetera Investment Advisers553,657$25.93M0.0%+13.7%1.151%
5/13/2026Signature Equity Partners LLC3,683$172K0.1%+8.6%0.008%
5/13/2026Daner Wealth Management LLC131,991$6.19M3.2%+7.5%0.274%
5/6/2026Gaddis Premier Wealth Advisors LLC17,538$821K0.6%-5.1%0.036%
5/5/2026Bank of New York Mellon Corp1,331,112$62.34M0.0%+16.8%2.767%
5/5/2026Sanctuary Advisors LLC22,938$1.07M0.0%-18.1%0.048%
5/4/2026Y.D. More Investments Ltd1,500$70K0.0%N/A0.003%
5/2/2026Diversify Wealth Management LLC51,522$2.41M0.0%N/A0.107%
5/1/2026Fifth Third Bancorp6,625$310K0.0%N/A0.014%
5/1/2026Simplicity Wealth LLC45,810$2.15M0.1%-9.0%0.097%
5/1/2026Avid Wealth Partners LLC68,366$3.20M1.5%+3.1%0.145%
5/1/2026Petix & Botte Co489,736$22.93M5.1%+6.6%1.036%
4/30/2026Kestra Advisory Services LLC63,961$3.00M0.0%+16.3%0.135%
4/30/2026Money Concepts Capital Corp28,585$1.34M0.1%-1.2%0.060%
4/30/2026Your Advocates Ltd. LLP614$29K0.0%N/A0.001%
4/29/2026Richmond Investment Services LLC359,478$16.83M2.7%+4.2%0.761%
4/29/2026American Capital Advisory LLC392,050$18.36M7.4%+45.1%0.830%
4/28/2026Bogart Wealth LLC9,712$455K0.0%+12.3%0.021%
4/27/2026World Investment Advisors306,158$14.34M0.2%+8.3%0.663%
4/27/2026PAX Financial Group LLC31,272$1.46M0.2%-7.7%0.068%
4/27/2026USAdvisors Wealth Management LLC130,196$6.08M2.0%+5.5%0.282%
4/27/2026Private Advisor Group LLC1,265,076$59.24M0.3%+11.0%2.741%
4/25/2026SOL Capital Management CO56,217$2.62M1.1%N/A0.122%
4/25/2026Northwest Financial Advisors77,457$3.63M7.0%+9.8%0.168%
4/23/2026Asset Allocation Strategies LLC153,183$7.17M1.3%+28.1%0.333%
4/22/2026Janney Montgomery Scott LLC20,867$977K0.0%-4.0%0.045%
4/22/2026Rooted Wealth Advisors Inc.291,422$13.76M3.5%+7.4%0.636%
4/22/2026Meridian Financial Advisors LLC6,540$306K0.2%N/A0.014%
4/21/2026Sequent Planning LLC30,486$1.43M0.3%+4.4%0.066%
4/21/2026ADG Wealth Management Group LLC6,436$301K0.2%+12.0%0.014%
4/21/2026Silver Oak Securities Incorporated32,328$1.51M0.1%+16.6%0.071%
4/20/2026Longview Financial Advisors Inc.1,028$48K0.0%N/A0.002%
4/20/2026RFG Advisory LLC13,541$634K0.0%-11.8%0.030%
4/17/2026Krilogy Financial LLC10,361$489K0.0%+5.7%0.023%
4/17/2026Total Clarity Wealth Management Inc.89,765$4.20M1.0%-6.2%0.196%
4/17/2026Signal Advisors Wealth LLC85,243$3.99M0.3%-32.4%0.186%
4/17/2026Community Bank & Trust Waco Texas9,575$448K0.1%+8.5%0.021%
4/17/2026Stewardship Advisors LLC176,005$8.24M1.9%-9.4%0.384%
4/17/2026Brookstone Capital Management508,545$23.82M0.3%-0.5%1.109%
4/16/2026Evolve Private Wealth LLC7,896$370K0.0%+14.4%0.017%
4/15/2026Nations Financial Group Inc. IA ADV8,486$397K0.0%+36.6%0.019%
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3/13/2026World Investment Advisors282,763$13.41M0.2%+8.5%0.654%
3/2/2026Cogent Strategic Wealth LLC5,819$276K0.3%N/A0.013%
2/24/2026Barnes Wealth Management Group Inc12,669$601K0.3%+5.0%0.029%
2/19/2026Invesco Ltd.4,181,308$198.28M0.0%+67.2%9.668%
2/19/2026Axxcess Wealth Management LLC224,498$10.65M0.1%+142.8%0.519%
2/18/2026Mercer Global Advisors Inc. ADV6,636$315K0.0%-47.6%0.015%
2/18/2026NewEdge Advisors LLC214,035$10.15M0.0%+14.6%0.495%
2/18/2026VestGen Advisors LLC44,576$2.11M0.1%-79.1%0.103%
2/18/2026IHT Wealth Management LLC137,314$6.51M0.2%+1.0%0.317%
2/18/2026Integrity Wealth Advisors Inc.136,376$6.47M4.4%+282.6%0.315%


GTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 226 institutional investors and hedge funds held shares of Invesco Total Return Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($215.00M), Invesco Ltd. ($198.28M), Envestnet Asset Management Inc. ($189.97M), Bank of America Corp DE ($178.52M), Osaic Holdings Inc. ($128.34M), CWM LLC ($97.73M), and Morgan Stanley ($81.68M).Learn more on Invesco Total Return Bond ETF's institutional investors.

Of the 201 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 America Corp DE ($3.02M), Invesco Ltd. ($1.83M), Envestnet Asset Management Inc. ($1.60M), RTD Financial Advisors Inc. ($1.05M), LPL Financial LLC ($959.09K), Bank of New York Mellon Corp ($737.88K), and Private Advisor Group LLC ($588.82K).

Institutional investors have bought a total of 13,047,240 shares in the last 24 months. This purchase volume represents approximately $608.77M in transactions.

Of the 85 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: Tidemark LLC ($702.26K), KWB Wealth ($507.22K), Spire Wealth Management ($482.75K), Private Advisor Group LLC ($209.49K), Osaic Holdings Inc. ($198.54K), NewEdge Advisors LLC ($170.91K), and VestGen Advisors LLC ($168.47K).

Institutional investors have sold a total of 3,614,288 shares in the last 24 months. This volume of shares sold represents approximately $171.30M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:GTO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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