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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.24 -0.05 (-0.11%)
As of 04/17/2025 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)
123
Total
Institutional Inflows
(last 12 months)
$335.48M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$86.28M
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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
4/17/2025 Avid Wealth Partners LLC109,881$5.16M3.5%+33.2%0.272%
4/17/2025 Sowell Financial Services LLC5,510$259K0.0%N/A0.014%
4/17/2025 Janney Montgomery Scott LLC15,311$719K0.0%+34.0%0.038%
4/17/2025 Stewardship Advisors LLC245,138$11.50M3.1%+4.1%0.608%
4/17/2025 Good Life Advisors LLC224,731$10.55M0.7%+21.0%0.557%
4/17/2025 Total Clarity Wealth Management Inc.73,762$3.42M1.1%-1.1%0.183%
4/17/2025 Dynamic Advisor Solutions LLC581,845$27.31M0.9%+3.6%1.442%
4/16/2025 IAG Wealth Partners LLC86,246$4.05M0.6%-10.7%0.214%
4/16/2025 Wealth Enhancement Advisory Services LLC265,234$12.45M0.0%+50.5%0.657%
4/16/2025 Destiny Capital Corp CO57,248$2.69M1.8%-8.6%0.142%
4/16/2025 RTD Financial Advisors Inc.852,136$39.99M5.4%+0.3%2.112%
4/15/2025 Focus Financial Network Inc.374,240$17.56M0.7%+1.7%0.927%
4/15/2025 Integrated Advisors Network LLC5,644$265K0.0%-20.1%0.014%
4/15/2025 Simplicity Wealth LLC166,556$7.82M0.6%N/A0.413%
4/14/2025 Financial Designs Corp17,533$823K0.6%-88.4%0.043%
4/14/2025 Park Avenue Securities LLC35,807$1.68M0.0%-1.6%0.089%
4/14/2025 KMG Fiduciary Partners LLC301,172$14.13M1.2%+11.2%0.746%
4/11/2025 Sandbox Financial Partners LLC71,080$3.34M1.2%+1.6%0.176%
4/11/2025 Northwest Financial Advisors68,390$3.21M2.7%+19.4%0.169%
4/11/2025 Fjell Capital LLC103,262$4.85M4.9%-15.2%0.256%
4/10/2025 Retirement Planning Group LLC34,607$1.62M0.1%-4.3%0.086%
4/10/2025 KWB Wealth779,345$36.16M4.4%-0.5%1.931%
4/10/2025 Channel Wealth LLC144,804$6.80M2.1%-27.4%0.359%
4/9/2025 RFG Advisory LLC30,010$1.41M0.0%-12.8%0.074%
4/9/2025 HBW Advisory Services LLC20,646$969K0.1%-5.4%0.051%
4/9/2025 Merit Financial Group LLC43,622$2.05M0.0%-72.4%0.108%
4/9/2025 Mechanics Bank Trust Department75,832$3.56M0.5%-1.1%0.188%
4/8/2025 Rooted Wealth Advisors Inc.248,579$11.73M4.8%-3.1%0.616%
4/7/2025 Howard Financial Services LTD.714,829$33.55M4.6%+2.0%1.767%
4/2/2025 Marcum Wealth LLC57,117$2.68M0.2%+2.6%0.141%
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%
2/19/2025Richmond Investment Services LLC7,582$352K0.2%N/A0.027%
2/18/2025Western Wealth Management LLC10,653$494K0.1%+3.9%0.038%
2/18/2025Vise Technologies Inc.14,968$695K0.1%N/A0.054%
2/18/2025 Retirement Planning Group LLC36,166$1.68M0.1%-4.4%0.131%
2/18/2025JT Stratford LLC19,542$907K0.1%+67.7%0.071%
2/18/2025First Heartland Consultants Inc.10,669$495K0.0%-17.2%0.039%
2/17/2025Vista Cima Wealth Management LLC16,693$775K0.8%N/A0.060%
2/17/2025Snowden Capital Advisors LLC199,447$9.25M0.3%+1.7%0.720%
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2/17/2025EP Wealth Advisors LLC5,092$236K0.0%N/A0.018%
2/17/2025Cetera Investment Advisers140,219$6.51M0.0%+5.1%0.506%
2/17/2025Captrust Financial Advisors38,232$1.77M0.0%+26.1%0.138%
2/17/2025Citadel Advisors LLC88,610$4.11M0.0%+209.1%0.320%
2/17/2025Baird Financial Group Inc.596,601$27.68M0.1%+9.3%2.154%
2/17/2025Bank of America Corp DE731,317$33.93M0.0%+1.1%2.640%
2/14/2025Mercer Global Advisors Inc. ADV52,782$2.45M0.0%-5.9%0.191%
2/14/2025LGT Financial Advisors LLC1,133$53K0.1%-46.2%0.004%
2/14/2025Jane Street Group LLC67,306$3.12M0.0%+464.0%0.243%
2/14/2025Comerica Bank14,709$683K0.0%+4.0%0.053%
2/14/2025Lido Advisors LLC38,631$1.79M0.0%+92.9%0.139%
2/14/2025Integrated Wealth Concepts LLC116,285$5.40M0.1%-11.3%0.420%
2/14/2025IHT Wealth Management LLC73,659$3.42M0.1%+11.5%0.266%
2/14/2025Stifel Financial Corp8,251$383K0.0%N/A0.030%
2/14/2025OneDigital Investment Advisors LLC9,678$449K0.0%-56.0%0.035%
2/14/2025MML Investors Services LLC150,890$7.00M0.0%+10.3%0.545%
2/14/2025BOS Asset Management LLC107,654$5.00M1.8%N/A0.389%
2/14/2025GeoWealth Management LLC582,213$27.02M0.9%-21.6%2.102%
2/14/2025Goodman Advisory Group LLC86,098$4.00M1.2%+11.8%0.311%
2/13/2025MSH Capital Advisors LLC31,272$1.45M0.5%N/A0.113%
2/13/2025NewEdge Advisors LLC112,631$5.23M0.0%+6.1%0.407%
2/13/2025Regal Investment Advisors LLC147,525$6.85M0.5%+5.4%0.533%
2/13/2025Integrity Wealth Advisors Inc.22,284$1.03M0.8%N/A0.080%
2/13/2025CreativeOne Wealth LLC10,587$491K0.0%-7.0%0.038%
2/13/2025Advisory Services Network LLC5,706$265K0.0%+16.2%0.021%
2/13/2025Renaissance Technologies LLC14,000$650K0.0%-77.1%0.051%
2/13/2025Envestnet Asset Management Inc.2,671,997$123.98M0.0%+6.5%9.646%
2/13/2025Wells Fargo & Company MN305,984$14.20M0.0%+29.4%1.105%
2/12/2025PAX Financial Group LLC24,037$1.12M0.2%+4.4%0.087%
2/12/2025Arete Wealth Advisors LLC41,913$1.95M0.1%+5.6%0.151%
2/12/2025World Investment Advisors188,462$8.75M0.2%+14.5%0.680%
2/12/2025Level Four Advisory Services LLC7,740$359K0.0%-3.3%0.028%
2/12/2025Orion Portfolio Solutions LLC26,156$1.21M0.0%+10.0%0.094%
2/12/2025JPMorgan Chase & Co.87,734$4.07M0.0%-18.0%0.317%
2/12/2025Ausdal Financial Partners Inc.5,848$271K0.0%-3.8%0.021%
2/12/2025Financial Engines Advisors L.L.C.7,107$330K0.0%-23.9%0.026%
2/11/2025Ashton Thomas Securities LLC60,500$2.81M0.8%+2.0%0.218%
2/11/2025Sequent Planning LLC25,783$1.20M0.4%+2.7%0.093%
2/11/2025LPL Financial LLC3,200,175$148.49M0.1%+10.8%11.553%
2/11/2025HUB Investment Partners LLC50,549$2.35M0.1%-10.9%0.182%
2/11/2025Condor Capital Management5,235$243K0.0%N/A0.019%
2/10/2025Harbour Investments Inc.608$28K0.0%-57.8%0.002%
2/10/2025Envestnet Portfolio Solutions Inc.201,179$9.34M0.0%+15.7%0.726%
2/10/2025Tidemark LLC723,357$33.56M12.9%-10.9%2.611%
2/10/2025Commonwealth 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%
2/10/2025Avantax 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%
2/7/2025PFG Advisors148,202$6.88M0.4%+8.6%0.535%
2/7/2025HighTower Advisors LLC18,291$849K0.0%+6.8%0.066%
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2/7/2025Independent Advisor Alliance507,423$23.54M0.3%N/A1.832%
2/6/2025Assetmark Inc.8,027$372K0.0%-14.3%0.029%
2/6/2025Jones Financial Companies Lllp154,425$7.17M0.0%+69.1%0.557%
2/5/2025Acima Private Wealth LLC280,422$13.01M4.4%+9.3%1.012%
2/5/2025Verus Capital Partners LLC401,356$18.62M1.7%+4.6%1.449%
2/5/2025Schneider 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%
2/4/2025Daner Wealth Management LLC70,365$3.28M2.4%N/A0.254%
2/4/2025Bank of New York Mellon Corp626,848$29.09M0.0%+6.4%2.263%
2/4/2025Northwest Capital Management Inc1,331$62K0.0%-38.5%0.005%
(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, 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. ($39.99M), and KWB Wealth ($36.16M).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 21,201,422 shares in the last 24 months. This purchase volume represents approximately $990.56M in transactions.

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

Of the 109 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 3,769,607 shares in the last 24 months. This volume of shares sold represents approximately $175.46M in transactions.


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This page (NYSEARCA:GTO) was last updated on 4/20/2025 by MarketBeat.com Staff
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