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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.80 +0.20 (+0.43%)
As of 03/28/2025 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)
124
Total
Institutional Inflows
(last 12 months)
$337.55M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$78.73M
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GTO Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC176,218$8.18M0.0%+47.4%0.443%
2/25/2025 Integrated Advisors Network LLC7,068$328K0.0%-23.2%0.026%
2/19/2025 Richmond Investment Services LLC7,582$352K0.2%N/A0.027%
2/18/2025 Western Wealth Management LLC10,653$494K0.1%+3.9%0.038%
2/18/2025 Vise Technologies Inc.14,968$695K0.1%N/A0.054%
2/18/2025 Retirement Planning Group LLC36,166$1.68M0.1%-4.4%0.131%
2/18/2025 JT Stratford LLC19,542$907K0.1%+67.7%0.071%
2/18/2025 First Heartland Consultants Inc.10,669$495K0.0%-17.2%0.039%
2/17/2025 Vista Cima Wealth Management LLC16,693$775K0.8%N/A0.060%
2/17/2025 Snowden Capital Advisors LLC199,447$9.25M0.3%+1.7%0.720%
2/17/2025 EP Wealth Advisors LLC5,092$236K0.0%N/A0.018%
2/17/2025 Cetera Investment Advisers140,219$6.51M0.0%+5.1%0.506%
2/17/2025 Captrust Financial Advisors38,232$1.77M0.0%+26.1%0.138%
2/17/2025 Citadel Advisors LLC88,610$4.11M0.0%+209.1%0.320%
2/17/2025 Baird Financial Group Inc.596,601$27.68M0.1%+9.3%2.154%
2/17/2025 Bank of America Corp DE731,317$33.93M0.0%+1.1%2.640%
2/14/2025 Mercer Global Advisors Inc. ADV52,782$2.45M0.0%-5.9%0.191%
2/14/2025 LGT Financial Advisors LLC1,133$53K0.1%-46.2%0.004%
2/14/2025 Jane Street Group LLC67,306$3.12M0.0%+464.0%0.243%
2/14/2025 Comerica Bank14,709$683K0.0%+4.0%0.053%
2/14/2025 Lido Advisors LLC38,631$1.79M0.0%+92.9%0.139%
2/14/2025 Integrated Wealth Concepts LLC116,285$5.40M0.1%-11.3%0.420%
2/14/2025 IHT Wealth Management LLC73,659$3.42M0.1%+11.5%0.266%
2/14/2025 Stifel Financial Corp8,251$383K0.0%N/A0.030%
2/14/2025 OneDigital Investment Advisors LLC9,678$449K0.0%-56.0%0.035%
2/14/2025 MML Investors Services LLC150,890$7.00M0.0%+10.3%0.545%
2/14/2025 BOS Asset Management LLC107,654$5.00M1.8%N/A0.389%
2/14/2025 GeoWealth Management LLC582,213$27.02M0.9%-21.6%2.102%
2/14/2025 Goodman Advisory Group LLC86,098$4.00M1.2%+11.8%0.311%
2/13/2025 MSH Capital Advisors LLC31,272$1.45M0.5%N/A0.113%
2/13/2025 NewEdge Advisors LLC112,631$5.23M0.0%+6.1%0.407%
2/13/2025 Regal Investment Advisors LLC147,525$6.85M0.5%+5.4%0.533%
2/13/2025 Integrity Wealth Advisors Inc.22,284$1.03M0.8%N/A0.080%
2/13/2025 CreativeOne Wealth LLC10,587$491K0.0%-7.0%0.038%
2/13/2025 Advisory Services Network LLC5,706$265K0.0%+16.2%0.021%
2/13/2025 Renaissance Technologies LLC14,000$650K0.0%-77.1%0.051%
2/13/2025 Envestnet Asset Management Inc.2,671,997$123.98M0.0%+6.5%9.646%
2/13/2025 Wells Fargo & Company MN305,984$14.20M0.0%+29.4%1.105%
2/12/2025 PAX Financial Group LLC24,037$1.12M0.2%+4.4%0.087%
2/12/2025 Arete Wealth Advisors LLC41,913$1.95M0.1%+5.6%0.151%
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2/12/2025 World Investment Advisors188,462$8.75M0.2%+14.5%0.680%
2/12/2025 Level Four Advisory Services LLC7,740$359K0.0%-3.3%0.028%
2/12/2025 Orion Portfolio Solutions LLC26,156$1.21M0.0%+10.0%0.094%
2/12/2025 JPMorgan Chase & Co.87,734$4.07M0.0%-18.0%0.317%
2/12/2025 Ausdal Financial Partners Inc.5,848$271K0.0%-3.8%0.021%
2/12/2025 Financial Engines Advisors L.L.C.7,107$330K0.0%-23.9%0.026%
2/11/2025 Ashton Thomas Securities LLC60,500$2.81M0.8%+2.0%0.218%
2/11/2025 Sequent Planning LLC25,783$1.20M0.4%+2.7%0.093%
2/11/2025 LPL Financial LLC3,200,175$148.49M0.1%+10.8%11.553%
2/11/2025 HUB Investment Partners LLC50,549$2.35M0.1%-10.9%0.182%
2/11/2025 Condor Capital Management5,235$243K0.0%N/A0.019%
2/10/2025 Harbour Investments Inc.608$28K0.0%-57.8%0.002%
2/10/2025 Envestnet Portfolio Solutions Inc.201,179$9.34M0.0%+15.7%0.726%
2/10/2025 Tidemark LLC723,357$33.56M12.9%-10.9%2.611%
2/10/2025 Commonwealth Equity Services LLC67,213$3.12M0.0%+15.6%0.243%
2/10/2025 IAG Wealth Partners LLC96,583$4.48M0.8%-5.7%0.349%
2/10/2025 Avantax Advisory Services Inc.88,587$4.11M0.0%+41.3%0.320%
2/10/2025 Farther Finance Advisors LLC5,077$236K0.0%+15,765.6%0.018%
2/7/2025 PFG Advisors148,202$6.88M0.4%+8.6%0.535%
2/7/2025 HighTower Advisors LLC18,291$849K0.0%+6.8%0.066%
2/7/2025 Independent Advisor Alliance507,423$23.54M0.3%N/A1.832%
2/6/2025 Assetmark Inc.8,027$372K0.0%-14.3%0.029%
2/6/2025 Jones Financial Companies Lllp154,425$7.17M0.0%+69.1%0.557%
2/5/2025 Acima Private Wealth LLC280,422$13.01M4.4%+9.3%1.012%
2/5/2025 Verus Capital Partners LLC401,356$18.62M1.7%+4.6%1.449%
2/5/2025 Schneider Downs Wealth Management Advisors LP35,879$1.67M0.3%-2.7%0.130%
2/5/2025 Fjell Capital LLC121,795$5.65M5.8%N/A0.440%
2/4/2025 Daner Wealth Management LLC70,365$3.28M2.4%N/A0.254%
2/4/2025 Bank of New York Mellon Corp626,848$29.09M0.0%+6.4%2.263%
2/4/2025 Northwest Capital Management Inc1,331$62K0.0%-38.5%0.005%
2/4/2025 Mainstay Capital Management LLC ADV7,887$366K0.1%-18.4%0.028%
2/3/2025 Concurrent Investment Advisors LLC43,195$2.00M0.1%+35.6%0.156%
2/3/2025 WealthCare Investment Partners LLC5,395$251K0.1%+4.2%0.019%
2/3/2025 Private Advisor Group LLC540,308$25.07M0.1%+30.0%1.951%
2/3/2025 Good Life Advisors LLC185,799$8.62M0.6%-43.1%0.671%
1/31/2025 Destiny Capital Corp CO62,639$2.91M1.8%-0.7%0.226%
1/31/2025 Treasure Coast Financial Planning36,385$1.69M1.1%+90.6%0.131%
1/31/2025 Atria Wealth Solutions Inc.18,764$871K0.0%+55.1%0.068%
1/31/2025 Truist Financial Corp206,908$9.60M0.0%-0.2%0.747%
1/30/2025 Kuhn & Co Investment Counsel16,149$749K0.6%+5.5%0.058%
1/30/2025 Allworth Financial LP2,545$118K0.0%-28.0%0.009%
1/30/2025 Scarborough Advisors LLC58,314$2.71M0.4%N/A0.211%
1/30/2025 Rooted Wealth Advisors Inc.256,547$11.85M4.6%N/A0.926%
1/30/2025 Bogart Wealth LLC1,607$75K0.0%+33.9%0.006%
1/29/2025 Focus Financial Network Inc.367,814$17.07M0.7%+4.2%1.328%
1/28/2025 American Capital Advisory LLC139,130$6.46M3.6%+34.6%0.502%
1/28/2025 Landmark Wealth Management Inc.542,330$25.16M12.3%-7.3%1.958%
1/27/2025 Silver Oak Securities Incorporated10,689$497K0.0%-14.2%0.039%
1/27/2025 Financial Advocates Investment Management23,890$1.11M0.1%-38.0%0.086%
1/27/2025 Avid Wealth Partners LLC82,481$3.83M2.7%-18.1%0.298%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
1/27/2025 Stratos Wealth Partners LTD.15,758$731K0.0%-32.5%0.057%
1/27/2025 Beacon Financial Planning Inc.241,635$11.21M6.5%-5.9%0.872%
1/24/2025 Cook Wealth LLC54,141$2.51M1.2%+9.7%0.195%
1/24/2025 Spire Wealth Management548,211$25.44M0.8%-1.0%1.979%
1/24/2025 Journey Strategic Wealth LLC318,777$14.79M0.6%+18.6%1.151%
1/24/2025 Brio Consultants LLC917,131$42.56M6.7%+6.1%3.311%
1/24/2025 Concord Wealth Partners1,515$70K0.0%+76.0%0.005%
1/24/2025 Total Clarity Wealth Management Inc.74,599$3.46M1.1%N/A0.269%
1/23/2025 USAdvisors Wealth Management LLC88,243$4.09M1.3%+25.3%0.319%
1/23/2025 Williams & Novak LLC17,236$800K0.8%-42.6%0.062%
(Data available from 1/1/2016 forward)

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GTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GTO shares?

During the previous two years, 201 institutional investors and hedge funds held shares of Invesco Total Return Bond ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($152.48M), LPL Financial LLC ($148.49M), Envestnet Asset Management Inc. ($123.98M), CWM LLC ($70.59M), Brio Consultants LLC ($42.56M), RTD Financial Advisors Inc. ($39.42M), and KWB Wealth ($37.83M).Learn more on GTO's institutional investors.

Which institutional investors have been buying Invesco Total Return Bond ETF stock?

Of the 170 institutional investors that purchased Invesco Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Osaic Holdings Inc. ($4.83M), LPL Financial LLC ($1.80M), Envestnet Asset Management Inc. ($1.42M), CWM LLC ($880.18K), KWB Wealth ($824.65K), Private Advisor Group LLC ($612.75K), and Bank of New York Mellon Corp ($599.44K).

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

Institutional investors have bought a total of 21,286,248 shares in the last 24 months. This purchase volume represents approximately $994.68M in transactions.

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

Of the 106 institutional investors that sold Invesco Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($415.74K), Money Concepts Capital Corp ($314.68K), Rockland Trust Co. ($186.63K), Level Four Advisory Services LLC ($162.43K), GeoWealth Management LLC ($160.77K), LPL Financial LLC ($145.48K), and Brookstone Capital Management ($145.03K).

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

Institutional investors have sold a total of 3,536,873 shares in the last 24 months. This volume of shares sold represents approximately $164.57M in transactions.


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This page (NYSEARCA:GTO) was last updated on 3/30/2025 by MarketBeat.com Staff
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