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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.08 +0.02 (+0.04%)
As of 07/24/2026 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)
150
Total
Institutional Inflows
(last 12 months)
$510.08M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$204.12M
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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
7/10/2026 KWB Wealth352,169$16.51M1.4%+40.8%0.685%
7/10/2026 KMG Fiduciary Partners LLC348,756$16.35M1.5%-7.9%0.679%
7/9/2026 Focus Financial Network Inc.294,261$13.79M0.4%+7.9%0.572%
7/8/2026 Cooper Financial Group199,851$9.37M0.8%+1.9%0.389%
7/7/2026 Mechanics Bank Trust Department78,613$3.69M0.5%-2.8%0.153%
7/7/2026 Dynamic Advisor Solutions LLC700,663$32.84M0.9%+13.6%1.363%
7/7/2026 CoreCap Advisors LLC3,834$180K0.0%+40.9%0.007%
7/7/2026 Howard Financial Services LTD.799,598$37.48M3.7%+4.0%1.556%
7/6/2026 Acima 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%
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%
Oxford Club Analyst’s Urgent AI Warning (Ad)

Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be. Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late.tc pixel

Watch Green's private presentation and see his full AI prediction
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%
4/22/2026 Meridian 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%
4/20/2026 Longview Financial Advisors Inc.1,028$48K0.0%N/A0.002%
4/20/2026 RFG Advisory LLC13,541$634K0.0%-11.8%0.030%
4/17/2026Krilogy Financial LLC10,361$489K0.0%+5.7%0.023%
4/17/2026 Total 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%
4/17/2026 Stewardship Advisors LLC176,005$8.24M1.9%-9.4%0.384%
4/17/2026 Brookstone Capital Management508,545$23.82M0.3%-0.5%1.109%
4/16/2026Evolve Private Wealth LLC7,896$370K0.0%+14.4%0.017%
4/15/2026 Nations Financial Group Inc. IA ADV8,486$397K0.0%+36.6%0.019%
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%
2/18/2026Evolve Private Wealth LLC6,900$327K0.0%N/A0.016%
2/18/2026Asset One Wealth Management LLC10,056$477K0.1%N/A0.023%
2/17/2026 Appalachian Capital Management Ltd8,058$382K0.3%N/A0.019%
2/17/2026AQR Capital Management LLC93,894$4.45M0.0%+3.9%0.217%
2/17/2026Cetera Investment Advisers487,045$23.10M0.0%-6.9%1.126%
2/17/2026Hilltop Holdings Inc.22,993$1.09M0.1%+34.4%0.053%
2/17/2026Equitable Holdings Inc.13,688$649K0.0%N/A0.032%
2/17/2026Wealth Watch Advisors INC7,257$344K0.1%+106.8%0.017%
2/17/2026GeoWealth Management LLC6,335$300K0.0%-76.0%0.015%
2/17/2026Regal Investment Advisors LLC163,973$7.78M0.5%+3.7%0.379%
2/17/2026Osaic Holdings Inc.2,706,293$128.34M0.2%-6.8%6.257%
2/17/2026Advisory Services Network LLC6,137$291K0.0%-15.9%0.014%
2/17/2026Private Advisor Group LLC1,139,821$54.05M0.3%-3.0%2.635%
2/17/2026Captrust Financial Advisors77,800$3.69M0.0%-10.4%0.180%
2/17/2026&PARTNERS10,492$498K0.0%-14.3%0.024%
2/17/2026Royal Bank of Canada131,374$6.23M0.0%+42.4%0.304%
2/16/2026MML Investors Services LLC280,560$13.30M0.0%+20.4%0.649%
2/16/2026Avid Wealth Partners LLC66,334$3.15M1.5%-16.9%0.153%
Oxford Club Analyst’s Urgent AI Warning (Ad)

Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be. Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late.tc pixel

Watch Green's private presentation and see his full AI prediction
2/16/2026Axim Planning & Wealth6,920$328K0.3%-6.9%0.016%
2/13/2026Arete Wealth Advisors LLC21,142$1.00M0.1%+3.4%0.049%
2/13/2026Kestra Advisory Services LLC54,984$2.61M0.0%+26.4%0.127%
2/13/2026Morgan Stanley1,722,422$81.68M0.0%+4.3%3.982%
2/13/2026Arkadios Wealth Advisors15,353$728K0.0%-3.6%0.035%
2/13/2026Integrated Wealth Concepts LLC94,789$4.50M0.1%-31.0%0.219%
2/13/2026Ausdal Financial Partners Inc.7,593$360K0.0%-5.8%0.018%
2/13/2026Wells Fargo & Company MN310,031$14.70M0.0%-10.3%0.717%
2/13/2026Asset Allocation Strategies LLC119,622$5.67M1.1%-24.6%0.277%
2/12/2026Orion Porfolio Solutions LLC29,796$1.41M0.0%-2.6%0.069%


GTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 223 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), Bank of America Corp DE ($178.52M), Envestnet Asset Management Inc. ($139.25M), 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 198 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), LPL Financial LLC ($959.09K), CWM LLC ($906.82K), Bank of New York Mellon Corp ($778.72K), Private Advisor Group LLC ($588.82K), and Axxcess Wealth Management LLC ($581.09K).

Institutional investors have bought a total of 10,821,162 shares in the last 24 months. This purchase volume represents approximately $510.08M in transactions.

Of the 97 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), Spire Wealth Management ($552.79K), KWB Wealth ($519.38K), Private Advisor Group LLC ($209.49K), Osaic Holdings Inc. ($198.54K), NewEdge Advisors LLC ($171.19K), and VestGen Advisors LLC ($168.47K).

Institutional investors have sold a total of 4,313,243 shares in the last 24 months. This volume of shares sold represents approximately $204.12M in transactions.


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This page (NYSEARCA:GTO) was last updated on 7/26/2026 by MarketBeat.com Staff.
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