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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.62 +0.11 (+0.24%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$332.95M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$54.21M
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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
11/25/2024 World Investment Advisors LLC164,622$7.95M0.2%+14.4%0.594%
11/18/2024 Arete Wealth Advisors LLC39,688$1.91M0.2%-15.5%0.143%
11/18/2024 Asset Allocation Strategies LLC68,479$3.31M0.9%N/A0.247%
11/15/2024 Goodman Advisory Group LLC77,010$3.72M1.1%N/A0.278%
11/15/2024 MML Investors Services LLC136,806$6.61M0.0%+29.8%0.494%
11/15/2024 Orion Portfolio Solutions LLC23,768$1.15M0.0%+101.1%0.086%
11/15/2024 Jane Street Group LLC11,933$576K0.0%-75.1%0.043%
11/15/2024 IHT Wealth Management LLC66,065$3.19M0.1%+16.2%0.239%
11/15/2024 Integrated Wealth Concepts LLC131,103$6.33M0.1%+58.9%0.473%
11/15/2024 HighTower Advisors LLC17,130$831K0.0%+1.5%0.062%
11/15/2024 Hilltop Holdings Inc.10,567$510K0.0%N/A0.038%
11/14/2024 Flow Traders U.S. LLC12,986$627K0.0%+117.8%0.047%
11/14/2024 Captrust Financial Advisors30,328$1.47M0.0%-2.5%0.109%
11/14/2024 CreativeOne Wealth LLC11,378$550K0.0%N/A0.041%
11/13/2024 Insight Wealth Partners LLC88,747$4.29M0.8%+5.8%0.320%
11/13/2024 Elios Financial Group Inc.19,303$932K0.4%N/A0.070%
11/9/2024 LPL Financial LLC2,887,779$139.48M0.1%+25.9%10.425%
11/7/2024 Tidemark LLC811,827$39.21M16.1%+23.1%2.931%
11/6/2024 Schneider Downs Wealth Management Advisors LP36,881$1.78M0.4%-1.0%0.133%
11/6/2024 Destiny Capital Corp CO63,110$2.97M1.8%-0.7%0.228%
11/6/2024 Evolution Wealth Advisors LLC12,505$604K0.1%+18.6%0.045%
11/6/2024 Lifeworks Advisors LLC4,500$217K0.0%-12.1%0.016%
11/5/2024 First Heartland Consultants Inc.12,893$623K0.1%+4.3%0.047%
11/5/2024 Verus Capital Partners LLC383,728$18.53M1.7%+5.4%1.385%
11/4/2024 Ashton Thomas Securities LLC59,340$2.87M0.6%N/A0.214%
11/2/2024 Avid Wealth Partners LLC100,655$4.86M3.4%+99.9%0.363%
11/1/2024 Assetmark Inc.9,368$452K0.0%-25.8%0.034%
10/31/2024 Channel Wealth LLC191,177$9.23M3.0%+30.5%0.690%
10/31/2024 LGT Financial Advisors LLC2,105$102K0.3%-64.9%0.008%
10/31/2024 American Capital Advisory LLC103,363$4.99M2.9%+4,047.8%0.373%
10/31/2024 Concurrent Investment Advisors LLC31,844$1.54M0.0%+42.8%0.115%
10/30/2024 RTD Financial Advisors Inc.782,241$37.78M4.8%+4.5%2.824%
10/29/2024 IAG Wealth Partners LLC102,389$4.95M0.9%+9.8%0.370%
10/28/2024 Focus Financial Network Inc.352,822$17.04M0.7%-9.2%1.274%
10/25/2024 Financial Advocates Investment Management38,546$1.86M0.1%-2.6%0.139%
10/25/2024 Integrated Advisors Network LLC9,203$445K0.0%-13.9%0.033%
10/24/2024 Concord Wealth Partners861$42K0.0%+712.3%0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC119,523$5.77M0.0%-1.1%0.431%
10/24/2024 Consolidated Portfolio Review Corp6,111$295K0.1%-16.2%0.022%
10/24/2024 Arkadios Wealth Advisors13,741$664K0.0%N/A0.050%
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10/23/2024 Allworth Financial LP3,535$171K0.0%-10.5%0.013%
10/23/2024 Silver Oak Securities Incorporated12,457$603K0.1%N/A0.045%
10/23/2024 Mainstay Capital Management LLC ADV9,668$467K0.1%-3.6%0.035%
10/23/2024 Bogart Wealth LLC1,200$58K0.0%N/A0.004%
10/22/2024 Private Advisor Group LLC415,541$20.07M0.1%+216.1%1.500%
10/21/2024 Fortis Group Advisors LLC8,712$421K0.1%N/A0.031%
10/21/2024 Foundations Investment Advisors LLC7,619$368K0.0%N/A0.028%
10/21/2024 Stewardship Advisors LLC230,143$11.12M3.1%+92.3%0.831%
10/21/2024 Gilliland Jeter Wealth Management LLC4,779$231K0.1%+187.7%0.017%
10/19/2024Financial Designs Corp148,878$7.19M4.6%-1.6%0.537%
10/18/2024KMG Fiduciary Partners LLC260,281$12.57M1.1%+14.5%0.940%
10/17/2024LexAurum Advisors LLC94,748$4.58M1.0%+1.7%0.342%
10/16/2024 Good Life Advisors LLC326,622$15.78M1.0%+114.1%1.179%
10/15/2024 PFG Advisors136,447$6.59M0.4%+13.5%0.493%
10/10/2024 Retirement Planning Group LLC37,830$1.83M0.1%-8.2%0.137%
10/10/2024 Mechanics Bank Trust Department86,619$4.18M0.6%-9.7%0.313%
10/10/2024 Simplicity Wealth LLC151,550$7.32M0.7%+74.9%0.547%
10/9/2024 Marcum Wealth LLC53,275$2.57M0.2%+4.0%0.192%
10/8/2024 CWM LLC1,461,419$70.59M0.3%+42.9%5.276%
10/8/2024 Howard Financial Services LTD.653,391$31.56M4.6%+15.0%2.359%
10/8/2024 WealthCare Investment Partners LLC5,178$247K0.1%+4.5%0.019%
10/8/2024 Brookstone Capital Management546,345$26.39M0.4%-1.0%1.972%
10/8/2024 Dynamic Advisor Solutions LLC541,055$26.13M0.8%+12.0%1.953%
10/8/2024 Williams & Novak LLC30,026$1.45M1.4%-1.7%0.108%
10/7/2024 KWB Wealth794,938$36.85M4.8%+3.8%2.870%
10/7/2024 Sandbox Financial Partners LLC63,669$3.08M1.1%+6.9%0.230%
10/4/2024 HBW Advisory Services LLC21,599$1.04M0.2%+54.7%0.078%
10/3/2024 Park Avenue Securities LLC37,243$1.80M0.0%+21.2%0.134%
8/12/2024 WCG Wealth Advisors LLC11,270$522K0.0%N/A0.041%
8/2/2024 Strategy Asset Managers LLC5,227$243K0.0%N/A0.019%
7/31/2024 Spire Wealth Management555,278$25.65M0.9%-3.7%2.005%
7/31/2024 IFG Advisory LLC223,843$10.38M0.7%+4.6%0.808%
7/31/2024 Acima Private Wealth LLC248,756$11.53M4.2%+1.3%0.898%
7/29/2024 American Capital Advisory LLC2,492$118K0.1%-62.3%0.009%
7/26/2024 Bank of New York Mellon Corp557,317$25.84M0.0%+7.9%2.012%
7/25/2024 First Heartland Consultants Inc.12,366$573K0.0%-24.3%0.045%
7/24/2024 Gilliland Jeter Wealth Management LLC1,661$77K0.0%+21.2%0.006%
7/23/2024 Rockland Trust Co.6,004$278K0.0%-45.3%0.022%
7/18/2024 Evolution Wealth Advisors LLC10,545$489K0.1%+40.7%0.038%
7/17/2024 IAG Wealth Partners LLC93,286$4.33M0.9%-0.5%0.337%
7/12/2024 Howard Financial Services LTD.568,172$26.34M4.3%+33.5%2.051%
7/10/2024 CWM LLC1,022,715$47.41M0.2%+9.5%3.692%
7/9/2024 Northwest Capital Management Inc2,083$97K0.0%-15.0%0.008%
7/5/2024 HBW Advisory Services LLC13,960$647K0.1%+11.3%0.050%
7/2/2024 Marcum Wealth LLC51,233$2.38M0.2%+8.1%0.185%
5/24/2024Cetera Advisors LLC40,086$1.88M0.0%+308.0%0.145%
5/24/2024 Cetera Investment Advisers110,592$5.18M0.0%+295.1%0.399%
5/17/2024 Comerica Bank7,144$334K0.0%-9.6%0.026%
5/14/2024 CreativeOne Wealth LLC13,140$615K0.0%N/A0.047%
5/10/2024 Osaic Holdings Inc.3,257,496$152.48M0.3%-11.3%11.760%
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5/9/2024 Avid Wealth Partners LLC42,009$1.97M1.6%+26.3%0.152%
5/8/2024 Schneider Downs Wealth Management Advisors LP173,176$8.11M1.9%+9.7%0.625%
5/8/2024 Avantax Advisory Services Inc.37,352$1.75M0.0%-48.0%0.135%
5/7/2024 Verus Capital Partners LLC394,011$18.44M2.0%+7.4%1.467%
5/7/2024 Concurrent Investment Advisors LLC16,289$762K0.0%+41.6%0.061%
5/7/2024 PFG Advisors34,539$1.62M0.1%+10.1%0.129%
5/6/2024 Envestnet Portfolio Solutions Inc.138,234$6.47M0.0%+54.6%0.515%
5/6/2024 Destiny Capital Corp CO66,096$3.09M2.2%-7.3%0.246%
5/4/2024 Geneos Wealth Management Inc.2,877$135K0.0%-44.9%0.011%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC11,910$558K0.0%-50.2%0.044%
(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, 174 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 ($139.48M), Envestnet Asset Management Inc. ($73.20M), CWM LLC ($70.59M), Brio Consultants LLC ($43.74M), Advisor Group Holdings Inc. ($42.22M), and Tidemark LLC ($39.21M).Learn more on GTO's institutional investors.

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

Of the 142 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 ($1.64M), Envestnet Asset Management Inc. ($1.26M), CWM LLC ($880.18K), KWB Wealth ($824.65K), Howard Financial Services LTD. ($564.77K), and Bank of New York Mellon Corp ($562K).

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

Institutional investors have bought a total of 20,368,892 shares in the last 24 months. This purchase volume represents approximately $952.19M in transactions.

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

Of the 96 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), Aveo Capital Partners LLC ($246.66K), Rockland Trust Co. ($186.63K), Intelligence Driven Advisers LLC ($173.04K), Level Four Advisory Services LLC ($162.16K), and Mercer Global Advisors Inc. ADV ($147.34K).

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

Institutional investors have sold a total of 3,622,364 shares in the last 24 months. This volume of shares sold represents approximately $168.59M in transactions.



This page (NYSEARCA:GTO) was last updated on 12/22/2024 by MarketBeat.com Staff
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