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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$47.09 -0.08 (-0.17%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$47.08 -0.01 (-0.01%)
As of 08/14/2025 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)
149
Total
Institutional Inflows
(last 12 months)
$455.18M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$137.96M
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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
8/14/2025HUB Investment Partners LLC36,452$1.71M0.1%-13.9%0.086%
8/14/2025NewEdge Advisors LLC116,242$5.45M0.0%-0.2%0.274%
8/14/2025Prestige Wealth Management Group LLC559$26K0.0%-65.3%0.001%
8/14/2025Cerity Partners LLC58,790$2.74M0.0%N/A0.139%
8/14/2025Daner Wealth Management LLC108,661$5.11M3.5%N/A0.256%
8/13/2025Flow Traders U.S. LLC22,987$1.08M0.0%+46.8%0.054%
8/13/2025GeoWealth Management LLC28,676$1.35M0.1%-11.7%0.068%
8/13/2025Baird Financial Group Inc.643,497$30.17M0.1%+7.4%1.518%
8/13/2025Invesco Ltd.2,411,115$113.06M0.0%+2.6%5.687%
8/13/2025JT Stratford LLC25,414$1.19M0.2%+1.1%0.060%
8/13/2025Elios Financial Group Inc.23,213$1.09M0.5%+15.9%0.055%
8/13/2025IAG Wealth Partners LLC6,672$313K0.0%-92.3%0.016%
8/13/2025Solutions 4 Wealth Ltd6,560$308K0.5%N/A0.015%
8/13/2025VestGen Advisors LLC209,747$9.87M0.4%+1.8%0.495%
8/13/2025Lido Advisors LLC42,117$1.98M0.0%-8.5%0.099%
8/13/2025Level Four Advisory Services LLC4,476$210K0.0%-14.5%0.011%
8/12/2025 J.W. Cole Advisors Inc.28,877$1.35M0.0%+13.8%0.068%
8/12/2025 Richmond Investment Services LLC236,542$11.09M2.3%+752.2%0.558%
8/12/2025 Financial Advocates Investment Management12,986$609K0.0%+15.4%0.031%
8/12/2025 CreativeOne Wealth LLC7,549$354K0.0%-16.3%0.018%
8/12/2025 Journey Strategic Wealth LLC317,586$14.89M0.5%+4.9%0.749%
8/12/2025 JPMorgan Chase & Co.82,012$3.85M0.0%-25.9%0.193%
8/12/2025 Entropy Technologies LP33,501$1.57M0.1%N/A0.079%
8/11/2025 Alteri Wealth LLC6,748$316K0.1%+15.8%0.016%
8/11/2025 PAX Financial Group LLC32,882$1.54M0.3%+1.4%0.078%
8/8/2025 Avantax Advisory Services Inc.96,902$4.54M0.0%+6.5%0.229%
8/8/2025 Cetera Investment Advisers414,325$19.43M0.0%+4.2%0.978%
8/8/2025 Good Life Advisors LLC260,620$12.22M0.8%+16.0%0.615%
8/8/2025 Petix & Botte Co351,101$16.46M4.0%+17.2%0.829%
8/7/2025 Verus Capital Partners LLC274,892$12.89M1.1%+11.5%0.649%
8/7/2025 Vise Technologies Inc.20,696$970K0.0%N/A0.049%
8/7/2025 PFG Advisors170,237$7.98M0.3%+5.6%0.402%
8/7/2025 Brio Consultants LLC1,013,133$47.51M6.9%+4.0%2.392%
8/6/2025 Vestmark Advisory Solutions Inc.103,340$4.85M0.1%N/A0.244%
8/6/2025 Destiny Capital Corp CO56,566$2.65M1.6%-1.2%0.134%
8/6/2025 Atlas Legacy Advisors LLC128,740$6.04M1.3%+4.5%0.304%
8/6/2025 Axim Planning & Wealth8,709$408K0.4%N/A0.021%
8/5/2025 American Capital Advisory LLC186,842$8.76M4.4%+0.9%0.441%
8/5/2025 Bank of New York Mellon Corp1,135,448$53.24M0.0%+2.4%2.681%
8/5/2025 Landmark Wealth Management Inc.25,411$1.19M0.5%-81.1%0.060%
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8/4/2025 IFG Advisory LLC262,776$12.32M0.6%-30.9%0.620%
8/4/2025 Assetmark Inc.16,277$763K0.0%+41.4%0.038%
8/4/2025 Spire Wealth Management491,422$22.90M0.8%-12.5%1.160%
8/4/2025 Barnes Dennig Private Wealth Management LLC3,034$142K0.2%N/A0.007%
8/4/2025 World Investment Advisors218,389$10.24M0.2%+10.6%0.516%
8/4/2025 Flagship Harbor Advisors LLC37,049$1.74M0.1%-9.1%0.087%
8/4/2025 Northwest Financial Advisors52,342$2.45M3.4%-23.5%0.124%
8/1/2025 Envestnet Asset Management Inc.2,829,210$132.66M0.0%-3.4%6.681%
7/31/2025 Schneider Downs Wealth Management Advisors LP9,385$440K0.1%-50.9%0.022%
7/31/2025 Insight Wealth Partners LLC102,875$4.82M1.9%+1.6%0.243%
7/30/2025 Brookstone Capital Management518,467$24.31M0.3%+3.7%1.224%
7/30/2025 Retirement Planning Group LLC33,023$1.55M0.1%-4.6%0.078%
7/30/2025 Cullen Frost Bankers Inc.5,952$279K0.0%+4.4%0.014%
7/30/2025 LGT Financial Advisors LLC823$39K0.1%-27.6%0.002%
7/30/2025 Bogart Wealth LLC6,348$298K0.0%-10.6%0.015%
7/30/2025 Drive Wealth Management LLC14,005$657K0.1%N/A0.033%
7/29/2025 Stratos Wealth Partners LTD.9,236$433K0.0%-11.8%0.022%
7/29/2025 Empirical Asset Management LLC7,408$347K0.1%+20.8%0.017%
7/28/2025 Harbour Investments Inc.1,352$63K0.0%+49.7%0.003%
7/28/2025 RFG Advisory LLC24,636$1.16M0.0%-17.9%0.058%
7/28/2025 Axxcess Wealth Management LLC79,007$3.71M0.1%+324.4%0.187%
7/25/2025 Northwest Capital Management Inc913$43K0.0%-34.7%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.205,582$9.64M0.0%-0.3%0.485%
7/25/2025 Total Clarity Wealth Management Inc.110,188$5.17M1.5%+49.4%0.260%
7/25/2025 CWM LLC1,699,341$79.68M0.3%+0.2%4.013%
7/25/2025 Concurrent Investment Advisors LLC53,933$2.53M0.0%+29.1%0.127%
7/24/2025 Williams & Novak LLC4,513$212K0.2%N/A0.011%
7/24/2025 Acima Private Wealth LLC207,755$9.74M3.3%-9.0%0.491%
7/24/2025 IFP Advisors Inc68,699$3.22M0.1%+157.0%0.162%
7/24/2025 Mainstay Capital Management LLC ADV15,340$719K0.0%+104.0%0.036%
7/22/2025 Simplicity Wealth LLC78,672$3.69M0.2%-52.8%0.186%
7/22/2025 USAdvisors Wealth Management LLC99,891$4.68M1.7%+14.8%0.236%
7/21/2025 Ashton Thomas Securities LLC102,590$4.81M1.2%+55.5%0.243%
7/18/2025 Consolidated Portfolio Review Corp7,649$359K0.0%+15.5%0.018%
7/18/2025 Cooper Financial Group60,421$2.83M0.3%-10.5%0.143%
7/18/2025 Truist Financial Corp14,062$659K0.0%-92.4%0.033%
7/17/2025 Janney Montgomery Scott LLC21,206$994K0.0%+38.5%0.050%
7/17/2025 Financial Designs Corp16,673$782K0.5%-4.9%0.040%
7/17/2025 KWB Wealth770,147$36.14M4.1%-1.2%1.825%
7/16/2025 BOS Asset Management LLC124,986$5.86M1.9%+0.5%0.296%
7/16/2025 Perigon Wealth Management LLC12,175$571K0.0%+3.5%0.029%
7/15/2025 Beacon Financial Planning Inc.198,553$9.31M5.2%-6.2%0.471%
7/15/2025 Aspire Capital Advisors LLC10,843$508K0.1%+144.3%0.026%
7/15/2025 RTD Financial Advisors Inc.843,410$39.55M5.1%-1.0%1.999%
7/14/2025 Mechanics Bank Trust Department69,541$3.26M0.5%-8.3%0.165%
7/14/2025 Rooted Wealth Advisors Inc.264,347$12.32M4.3%+6.3%0.626%
7/14/2025 Park Avenue Securities LLC41,025$1.92M0.0%+14.6%0.097%
7/14/2025 Sowell Financial Services LLC6,577$308K0.0%+19.4%0.016%
7/11/2025 Farther Finance Advisors LLC5,760$270K0.0%+13.5%0.014%
7/10/2025 Stewardship Advisors LLC245,800$11.53M2.9%+0.3%0.582%
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7/10/2025 Exchange Traded Concepts LLC18,585$871K0.0%N/A0.044%
7/10/2025 Wealth Enhancement Advisory Services LLC205,289$9.60M0.0%-22.6%0.486%
7/10/2025 KMG Fiduciary Partners LLC310,921$14.58M1.1%+3.2%0.737%
7/10/2025 Focus Financial Network Inc.299,941$14.06M0.6%-19.9%0.711%
7/9/2025 Dynamic Advisor Solutions LLC598,765$28.08M0.9%+2.9%1.419%
7/9/2025 Fjell Capital LLC101,702$4.77M4.4%-1.5%0.241%
7/9/2025 Channel Wealth LLC142,771$6.70M1.9%-1.4%0.338%
7/9/2025 Sandbox Financial Partners LLC73,093$3.43M1.1%+2.8%0.173%
7/2/2025 Howard Financial Services LTD.711,727$33.37M4.4%-0.4%1.693%
6/2/2025Integrity Wealth Advisors Inc.30,542$1.43M1.1%+37.1%0.074%
(Data available from 1/1/2016 forward)

GTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GTO shares?

During the previous two years, 208 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 ($150.03M), Envestnet Asset Management Inc. ($132.66M), Invesco Ltd. ($113.06M), CWM LLC ($79.68M), Bank of New York Mellon Corp ($53.24M), and Brio Consultants LLC ($47.51M).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 183 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: Osaic Holdings Inc. ($2.42M), Bank of New York Mellon Corp ($1.11M), CWM LLC ($970.02K), LPL Financial LLC ($905.56K), KWB Wealth ($824.65K), Envestnet Asset Management Inc. ($717.24K), and Howard Financial Services LTD. ($530.11K).

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

Institutional investors have bought a total of 9,721,008 shares in the last 24 months. This purchase volume represents approximately $458.31M in transactions.

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

Of the 80 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: Landmark Wealth Management Inc. ($559.88K), Truist Financial Corp ($170.70K), GeoWealth Management LLC ($164.59K), Good Life Advisors LLC ($140.82K), Financial Designs Corp ($136.55K), Jane Street Group LLC ($125.51K), and Kestra Advisory Services LLC ($122.00K).

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

Institutional investors have sold a total of 3,038,560 shares in the last 24 months. This volume of shares sold represents approximately $142.34M in transactions.



This page (NYSEARCA:GTO) was last updated on 8/15/2025 by MarketBeat.com Staff
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