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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.61 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$501.95M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$224.45M
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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
5/22/2026Verus Capital Partners LLC259,986$12.18M0.8%-15.9%0.541%
5/19/2026 Western Wealth Management LLC12,908$604K0.0%N/A0.027%
5/19/2026 NewEdge Advisors LLC43,123$2.02M0.0%-79.9%0.090%
5/19/2026 Bank 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%
5/18/2026 Royal 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%
5/13/2026 Daner 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%
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%
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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%
2/24/2026 Barnes Wealth Management Group Inc12,669$601K0.3%+5.0%0.029%
2/19/2026 Invesco 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%
2/18/2026 IHT Wealth Management LLC137,314$6.51M0.2%+1.0%0.317%
2/18/2026 Integrity 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%
2/17/2026 AQR 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%
2/17/2026 Equitable Holdings Inc.13,688$649K0.0%N/A0.032%
2/17/2026 Wealth Watch Advisors INC7,257$344K0.1%+106.8%0.017%
2/17/2026 GeoWealth Management LLC6,335$300K0.0%-76.0%0.015%
2/17/2026 Regal Investment Advisors LLC163,973$7.78M0.5%+3.7%0.379%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/16/2026 Axim 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%
2/13/2026 Ausdal Financial Partners Inc.7,593$360K0.0%-5.8%0.018%
2/13/2026 Wells 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%
2/12/2026 Orion 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%
2/12/2026 Financial Engines Advisors L.L.C.6,490$308K0.0%-7.5%0.015%
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2/12/2026 Commonwealth Equity Services LLC20,826$988K0.0%-59.1%0.048%
2/12/2026 JT Stratford LLC9,527$452K0.1%-68.8%0.022%
2/12/2026 Founders 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%
2/11/2026 Capital Analysts LLC3,681$174K0.0%-14.5%0.009%
2/11/2026 Alteri Wealth LLC8,478$402K0.1%+4.8%0.020%
2/11/2026 Gaddis Premier Wealth Advisors LLC18,478$876K0.7%N/A0.043%
2/11/2026 Cerity Partners LLC56,538$2.68M0.0%+5.6%0.131%
2/11/2026 LPL Financial LLC4,533,853$215.00M0.1%+1.2%10.483%


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), CWM LLC ($995.30K), LPL Financial LLC ($959.09K), 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 10,647,292 shares in the last 24 months. This purchase volume represents approximately $501.95M in transactions.

Of the 100 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 NewEdge Advisors LLC ($171.19K).

Institutional investors have sold a total of 4,746,630 shares in the last 24 months. This volume of shares sold represents approximately $224.45M in transactions.



This page (NYSEARCA:GTO) was last updated on 5/26/2026 by MarketBeat.com Staff.
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