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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.29 -0.12 (-0.26%)
As of 08/14/2026 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)
136
Total
Institutional Inflows
(last 12 months)
$437.65M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$173.35M
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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
8/12/2026 C M Bidwell & Associates Ltd.33,063$810K0.3%N/A0.063%
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%
6/10/2026 Curry Webb Wealth Management LLC134,445$6.30M3.0%N/A0.280%
6/3/2026 NewEdge Advisors LLC234,948$11.00M0.0%+9.8%0.488%
5/22/2026 Verus Capital Partners LLC259,986$12.18M0.8%-15.9%0.541%
5/19/2026Western Wealth Management LLC12,908$604K0.0%N/A0.027%
5/19/2026 NewEdge 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%
5/19/2026 Ashton Thomas Securities LLC132,475$6.20M0.8%-12.9%0.275%
5/19/2026 Arkadios Wealth Advisors24,455$1.15M0.0%+59.3%0.051%
5/18/2026Royal Bank of Canada145,351$6.81M0.0%+10.6%0.302%
5/15/2026 Gateway Wealth Partners LLC12,732$596K0.0%N/A0.026%
5/14/2026 Lido Advisors LLC22,989$1.08M0.0%-38.0%0.048%
5/13/2026 Cetera Investment Advisers553,657$25.93M0.0%+13.7%1.151%
5/13/2026 Signature Equity Partners LLC3,683$172K0.1%+8.6%0.008%
5/13/2026Daner Wealth Management LLC131,991$6.19M3.2%+7.5%0.274%
5/6/2026 Gaddis Premier Wealth Advisors LLC17,538$821K0.6%-5.1%0.036%
5/5/2026 Bank of New York Mellon Corp1,331,112$62.34M0.0%+16.8%2.767%
5/5/2026 Sanctuary 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%
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4/27/2026World 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%
4/23/2026Asset 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%
4/21/2026Sequent 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%
3/13/2026World Investment Advisors282,763$13.41M0.2%+8.5%0.654%
3/2/2026 Cogent Strategic Wealth LLC5,819$276K0.3%N/A0.013%
2/24/2026 Barnes 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%
2/18/2026 Mercer Global Advisors Inc. ADV6,636$315K0.0%-47.6%0.015%
2/18/2026 NewEdge Advisors LLC214,035$10.15M0.0%+14.6%0.495%
2/18/2026 VestGen 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%
2/18/2026 Asset 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%
2/17/2026 Cetera Investment Advisers487,045$23.10M0.0%-6.9%1.126%
2/17/2026 Hilltop 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%
2/17/2026 GeoWealth 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%
2/17/2026 Advisory 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%
2/17/2026 Captrust 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%
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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%
2/13/2026 Arete 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%
2/13/2026 Morgan Stanley1,722,422$81.68M0.0%+4.3%3.982%
2/13/2026 Arkadios Wealth Advisors15,353$728K0.0%-3.6%0.035%
2/13/2026 Integrated 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%


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 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: 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 ($737.88K), Private Advisor Group LLC ($588.82K), and Axxcess Wealth Management LLC ($581.09K).

Institutional investors have bought a total of 9,276,323 shares in the last 24 months. This purchase volume represents approximately $437.65M in transactions.

Of the 87 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 ($519.38K), 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 3,657,001 shares in the last 24 months. This volume of shares sold represents approximately $173.35M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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