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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.40 +0.01 (+0.01%)
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Institutional Ownership Changes (13F Filings) for Invesco Total Return Bond ETF (NYSEARCA:GTO)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$291.43M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$55.73M
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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
1/21/2025Petix & Botte Co210,096$9.75M2.6%N/A0.758%
1/21/2025RTD Financial Advisors Inc.849,587$39.42M5.1%+8.6%3.067%
1/21/2025Flagship Harbor Advisors LLC42,380$1.97M0.1%-46.2%0.153%
1/21/2025Stewardship Advisors LLC235,392$10.92M3.0%+2.3%0.850%
1/21/2025Dynamic Advisor Solutions LLC561,827$26.07M1.1%+3.8%2.028%
1/21/2025Fifth Third Bancorp720$33K0.0%N/A0.003%
1/21/2025Impact Partnership Wealth LLC5,105$237K0.0%N/A0.018%
1/21/2025LexAurum Advisors LLC98,890$4.59M0.9%+4.4%0.357%
1/21/2025RFG Advisory LLC34,420$1.60M0.0%+20.5%0.124%
1/21/2025Financial Designs Corp150,854$7M4.6%+1.3%0.545%
1/17/2025 Janney Montgomery Scott LLC11,425$530K0.0%+14.3%0.041%
1/16/2025 Mechanics Bank Trust Department76,698$3.56M0.5%-11.5%0.277%
1/15/2025 Sandbox Financial Partners LLC69,974$3.25M1.1%+9.9%0.253%
1/15/2025 Howard Financial Services LTD.700,670$32.51M4.4%+7.2%2.529%
1/15/2025 Arkadios Wealth Advisors14,522$674K0.0%+5.7%0.052%
1/15/2025 Merit Financial Group LLC158,213$7.34M0.1%+0.9%0.571%
1/15/2025 Channel Wealth LLC199,539$9.26M3.0%+4.4%0.720%
1/15/2025 KMG Fiduciary Partners LLC270,886$12.57M1.0%+4.1%0.978%
1/14/2025 Park Avenue Securities LLC36,397$1.69M0.0%-2.3%0.131%
1/14/2025 KWB Wealth783,220$37.83M4.7%-1.5%2.828%
1/13/2025 Marcum Wealth LLC55,688$2.58M0.2%+4.5%0.201%
1/13/2025 Cooper Financial Group63,447$2.94M0.4%-1.2%0.229%
1/13/2025 Brookstone Capital Management537,954$24.96M0.4%-1.5%1.942%
1/10/2025 HBW Advisory Services LLC21,824$1.01M0.1%+1.0%0.079%
1/10/2025 Fortitude Family Office LLC821$38K0.0%N/A0.003%
12/26/2024JPMorgan Chase & Co.106,943$5.17M0.0%+82.9%0.386%
11/25/2024World Investment Advisors LLC164,622$7.95M0.2%+14.4%0.594%
11/18/2024Arete Wealth Advisors LLC39,688$1.91M0.2%-15.5%0.143%
11/18/2024Asset Allocation Strategies LLC68,479$3.31M0.9%N/A0.247%
11/15/2024Goodman Advisory Group LLC77,010$3.72M1.1%N/A0.278%
11/15/2024MML Investors Services LLC136,806$6.61M0.0%+29.8%0.494%
11/15/2024Orion Portfolio Solutions LLC23,768$1.15M0.0%+101.1%0.086%
11/15/2024Jane Street Group LLC11,933$576K0.0%-75.1%0.043%
11/15/2024IHT Wealth Management LLC66,065$3.19M0.1%+16.2%0.239%
11/15/2024Integrated Wealth Concepts LLC131,103$6.33M0.1%+58.9%0.473%
11/15/2024HighTower Advisors LLC17,130$831K0.0%+1.5%0.062%
11/15/2024Hilltop Holdings Inc.10,567$510K0.0%N/A0.038%
11/14/2024Flow Traders U.S. LLC12,986$627K0.0%+117.8%0.047%
11/14/2024Captrust Financial Advisors30,328$1.47M0.0%-2.5%0.109%
11/14/2024CreativeOne Wealth LLC11,378$550K0.0%N/A0.041%
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11/13/2024Insight Wealth Partners LLC88,747$4.29M0.8%+5.8%0.320%
11/13/2024Elios Financial Group Inc.19,303$932K0.4%N/A0.070%
11/9/2024LPL Financial LLC2,887,779$139.48M0.1%+25.9%10.425%
11/7/2024Tidemark LLC811,827$39.21M16.1%+23.1%2.931%
11/6/2024Schneider Downs Wealth Management Advisors LP36,881$1.78M0.4%-1.0%0.133%
11/6/2024Destiny 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%
11/6/2024Lifeworks Advisors LLC4,500$217K0.0%-12.1%0.016%
11/5/2024First Heartland Consultants Inc.12,893$623K0.1%+4.3%0.047%
11/5/2024Verus Capital Partners LLC383,728$18.53M1.7%+5.4%1.385%
11/4/2024Ashton Thomas Securities LLC59,340$2.87M0.6%N/A0.214%
11/2/2024Avid Wealth Partners LLC100,655$4.86M3.4%+99.9%0.363%
11/1/2024Assetmark Inc.9,368$452K0.0%-25.8%0.034%
10/31/2024 Channel Wealth LLC191,177$9.23M3.0%+30.5%0.690%
10/31/2024LGT Financial Advisors LLC2,105$102K0.3%-64.9%0.008%
10/31/2024American Capital Advisory LLC103,363$4.99M2.9%+4,047.8%0.373%
10/31/2024Concurrent Investment Advisors LLC31,844$1.54M0.0%+42.8%0.115%
10/30/2024RTD Financial Advisors Inc.782,241$37.78M4.8%+4.5%2.824%
10/29/2024IAG Wealth Partners LLC102,389$4.95M0.9%+9.8%0.370%
10/28/2024Focus Financial Network Inc.352,822$17.04M0.7%-9.2%1.274%
10/25/2024Financial Advocates Investment Management38,546$1.86M0.1%-2.6%0.139%
10/25/2024Integrated Advisors Network LLC9,203$445K0.0%-13.9%0.033%
10/24/2024Concord Wealth Partners861$42K0.0%+712.3%0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC119,523$5.77M0.0%-1.1%0.431%
10/24/2024Consolidated Portfolio Review Corp6,111$295K0.1%-16.2%0.022%
10/24/2024 Arkadios Wealth Advisors13,741$664K0.0%N/A0.050%
10/23/2024Allworth Financial LP3,535$171K0.0%-10.5%0.013%
10/23/2024Silver Oak Securities Incorporated12,457$603K0.1%N/A0.045%
10/23/2024Mainstay Capital Management LLC ADV9,668$467K0.1%-3.6%0.035%
10/23/2024Bogart Wealth LLC1,200$58K0.0%N/A0.004%
10/22/2024Private Advisor Group LLC415,541$20.07M0.1%+216.1%1.500%
10/21/2024Fortis Group Advisors LLC8,712$421K0.1%N/A0.031%
10/21/2024Foundations Investment Advisors LLC7,619$368K0.0%N/A0.028%
10/21/2024Stewardship Advisors LLC230,143$11.12M3.1%+92.3%0.831%
10/21/2024Gilliland Jeter Wealth Management LLC4,779$231K0.1%+187.7%0.017%
10/19/2024Financial Designs Corp148,878$7.19M4.6%-1.6%0.537%
10/18/2024 KMG Fiduciary Partners LLC260,281$12.57M1.1%+14.5%0.940%
10/17/2024LexAurum Advisors LLC94,748$4.58M1.0%+1.7%0.342%
10/16/2024Good Life Advisors LLC326,622$15.78M1.0%+114.1%1.179%
10/15/2024PFG Advisors136,447$6.59M0.4%+13.5%0.493%
10/10/2024Retirement 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%
10/10/2024Simplicity Wealth LLC151,550$7.32M0.7%+74.9%0.547%
10/9/2024 Marcum Wealth LLC53,275$2.57M0.2%+4.0%0.192%
10/8/2024CWM 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%
10/8/2024WealthCare Investment Partners LLC5,178$247K0.1%+4.5%0.019%
10/8/2024 Brookstone Capital Management546,345$26.39M0.4%-1.0%1.972%
10/8/2024Dynamic Advisor Solutions LLC541,055$26.13M0.8%+12.0%1.953%
10/8/2024Williams & Novak LLC30,026$1.45M1.4%-1.7%0.108%
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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%
8/12/2024WCG Wealth Advisors LLC11,270$522K0.0%N/A0.041%
8/2/2024Strategy Asset Managers LLC5,227$243K0.0%N/A0.019%
7/31/2024Spire Wealth Management555,278$25.65M0.9%-3.7%2.005%
7/31/2024IFG Advisory LLC223,843$10.38M0.7%+4.6%0.808%
7/31/2024Acima Private Wealth LLC248,756$11.53M4.2%+1.3%0.898%
7/29/2024American Capital Advisory LLC2,492$118K0.1%-62.3%0.009%
(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, 179 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 RTD Financial Advisors Inc. ($39.42M).Learn more on GTO's institutional investors.

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

Of the 145 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), Bank of New York Mellon Corp ($562K), and Howard Financial Services LTD. ($540.36K).

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

Institutional investors have bought a total of 20,210,838 shares in the last 24 months. This purchase volume represents approximately $944.90M in transactions.

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

Of the 99 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 3,669,394 shares in the last 24 months. This volume of shares sold represents approximately $170.77M in transactions.


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This page (NYSEARCA:GTO) was last updated on 1/22/2025 by MarketBeat.com Staff
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