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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.88 +0.08 (+0.17%)
As of 05/5/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$392.98M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$223.55M
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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
5/5/2026Bank 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%
5/4/2026 Y.D. More Investments Ltd1,500$70K0.0%N/A0.003%
5/2/2026 Diversify Wealth Management LLC51,522$2.41M0.0%N/A0.107%
5/1/2026 Fifth Third Bancorp6,625$310K0.0%N/A0.014%
5/1/2026 Simplicity Wealth LLC45,810$2.15M0.1%-9.0%0.097%
5/1/2026 Avid Wealth Partners LLC68,366$3.20M1.5%+3.1%0.145%
5/1/2026 Petix & Botte Co489,736$22.93M5.1%+6.6%1.036%
4/30/2026 Kestra Advisory Services LLC63,961$3.00M0.0%+16.3%0.135%
4/30/2026 Money Concepts Capital Corp28,585$1.34M0.1%-1.2%0.060%
4/30/2026 Your Advocates Ltd. LLP614$29K0.0%N/A0.001%
4/29/2026 Richmond Investment Services LLC359,478$16.83M2.7%+4.2%0.761%
4/29/2026 American Capital Advisory LLC392,050$18.36M7.4%+45.1%0.830%
4/28/2026 Bogart Wealth LLC9,712$455K0.0%+12.3%0.021%
4/27/2026 World Investment Advisors306,158$14.34M0.2%+8.3%0.663%
4/27/2026 PAX Financial Group LLC31,272$1.46M0.2%-7.7%0.068%
4/27/2026 USAdvisors Wealth Management LLC130,196$6.08M2.0%+5.5%0.282%
4/27/2026 Private Advisor Group LLC1,265,076$59.24M0.3%+11.0%2.741%
4/25/2026 SOL Capital Management CO56,217$2.62M1.1%N/A0.122%
4/25/2026 Northwest Financial Advisors77,457$3.63M7.0%+9.8%0.168%
4/23/2026 Asset Allocation Strategies LLC153,183$7.17M1.3%+28.1%0.333%
4/22/2026 Janney Montgomery Scott LLC20,867$977K0.0%-4.0%0.045%
4/22/2026 Rooted 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%
4/21/2026 Sequent Planning LLC30,486$1.43M0.3%+4.4%0.066%
4/21/2026 ADG Wealth Management Group LLC6,436$301K0.2%+12.0%0.014%
4/21/2026 Silver 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%
4/17/2026 Krilogy 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%
4/17/2026 Signal Advisors Wealth LLC85,243$3.99M0.3%-32.4%0.186%
4/17/2026 Community 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%
4/16/2026 Evolve 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%
3/13/2026 World Investment Advisors282,763$13.41M0.2%+8.5%0.654%
3/2/2026 Cogent 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%
2/19/2026 Axxcess 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%
2/18/2026 Evolve 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%
2/17/2026 Private 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%
2/16/2026 MML Investors Services LLC280,560$13.30M0.0%+20.4%0.649%
2/16/2026 Avid Wealth Partners LLC66,334$3.15M1.5%-16.9%0.153%
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%
2/13/2026 Kestra 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%
2/13/2026 Asset 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%
2/12/2026 Richmond Investment Services LLC345,056$16.36M2.8%+11.5%0.798%
2/12/2026Financial Engines Advisors L.L.C.6,490$308K0.0%-7.5%0.015%
2/12/2026 Commonwealth Equity Services LLC20,826$988K0.0%-59.1%0.048%
2/12/2026JT Stratford LLC9,527$452K0.1%-68.8%0.022%
2/12/2026Founders Financial Alliance LLC9,231$438K0.1%-5.4%0.021%
2/11/2026 Janney Montgomery Scott LLC21,727$1.03M0.0%-13.4%0.050%
2/11/2026 Goodman Advisory Group LLC3,030$144K0.0%-27.7%0.007%
2/11/2026Capital Analysts LLC3,681$174K0.0%-14.5%0.009%
2/11/2026Alteri Wealth LLC8,478$402K0.1%+4.8%0.020%
2/11/2026Gaddis Premier Wealth Advisors LLC18,478$876K0.7%N/A0.043%
2/11/2026Cerity Partners LLC56,538$2.68M0.0%+5.6%0.131%
2/11/2026LPL Financial LLC4,533,853$215.00M0.1%+1.2%10.483%
2/11/2026 J.W. Cole Advisors Inc.41,905$1.99M0.0%+8.9%0.097%
2/11/2026 Vise Technologies Inc.6,529$310K0.0%-5.7%0.015%
2/11/2026Verus Capital Partners LLC309,205$14.66M0.9%+7.2%0.715%
2/10/2026Bank of New York Mellon Corp1,139,264$54.02M0.0%-0.6%2.634%
2/10/2026Goldman Sachs Group Inc.53,225$2.52M0.0%+6.5%0.123%
2/10/2026Tidemark LLC80,214$3.80M1.1%-4.4%0.185%
2/10/2026 IAG Wealth Partners LLC1,580$75K0.0%-62.4%0.004%
2/10/2026Northwestern Mutual Wealth Management Co.2,439$116K0.0%+33.1%0.006%
2/10/2026IFG Advisory LLC228,774$10.85M0.5%-15.5%0.529%
2/9/2026 Community Bank & Trust Waco Texas8,825$418K0.1%N/A0.020%
2/9/2026MSH Capital Advisors LLC16,434$779K0.2%+2.8%0.038%
2/9/2026 Rooted Wealth Advisors Inc.271,277$12.86M3.6%-1.8%0.627%
2/9/2026Clearstead Advisors LLC31,609$1.50M0.0%+14.9%0.073%


GTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GTO shares?

During the previous two years, 222 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. ($139.25M), Osaic Holdings Inc. ($128.34M), CWM LLC ($97.73M), Morgan Stanley ($81.68M), and Bank of New York Mellon Corp ($62.34M).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 197 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: Invesco Ltd. ($1.83M), CWM LLC ($995.30K), LPL Financial LLC ($959.09K), Bank of New York Mellon Corp ($778.72K), Private Advisor Group LLC ($588.82K), Axxcess Wealth Management LLC ($581.09K), and Envestnet Asset Management Inc. ($521.67K).

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

Institutional investors have bought a total of 8,319,502 shares in the last 24 months. This purchase volume represents approximately $392.98M in transactions.

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

Of the 103 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 ($528.58K), Private Advisor Group LLC ($209.49K), Osaic Holdings Inc. ($198.54K), Truist Financial Corp ($178.15K), and VestGen Advisors LLC ($168.47K).

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

Institutional investors have sold a total of 4,726,951 shares in the last 24 months. This volume of shares sold represents approximately $223.55M in transactions.



This page (NYSEARCA:GTO) was last updated on 5/6/2026 by MarketBeat.com Staff.
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