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Invesco Total Return Bond ETF (GTO) Institutional Ownership

Invesco Total Return Bond ETF logo
$46.95
+0.19 (+0.41%)
(As of 12:50 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco Total Return Bond ETF (NYSEARCA:GTO)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$298.58M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$63.78M
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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
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%
10/31/2024 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%
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%
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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%
7/31/2024 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%
7/31/2024Acima 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%
7/26/2024Bank of New York Mellon Corp557,317$25.84M0.0%+7.9%2.012%
7/25/2024First 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%
7/18/2024Evolution 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%
5/24/2024Cetera Investment Advisers110,592$5.18M0.0%+295.1%0.399%
5/17/2024Comerica Bank7,144$334K0.0%-9.6%0.026%
5/14/2024CreativeOne Wealth LLC13,140$615K0.0%N/A0.047%
5/10/2024Osaic Holdings Inc.3,257,496$152.48M0.3%-11.3%11.760%
5/9/2024Avid Wealth Partners LLC42,009$1.97M1.6%+26.3%0.152%
5/8/2024Schneider Downs Wealth Management Advisors LP173,176$8.11M1.9%+9.7%0.625%
5/8/2024Avantax Advisory Services Inc.37,352$1.75M0.0%-48.0%0.135%
5/7/2024Verus 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%
5/6/2024Destiny Capital Corp CO66,096$3.09M2.2%-7.3%0.246%
5/4/2024Geneos 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%
5/2/2024USAdvisors Wealth Management LLC59,004$2.76M1.0%+8.6%0.220%
5/1/2024BNP Paribas Financial Markets651$30K0.0%N/A0.002%
5/1/2024Alta Wealth Advisors LLC5,226$245K0.1%-36.6%0.019%
5/1/2024Flynn Zito Capital Management LLC4,377$205K0.1%N/A0.016%
4/30/2024 Private Advisor Group LLC182,270$8.53M0.1%-10.6%0.679%
4/30/2024 Mainstay Capital Management LLC ADV12,859$602K0.1%N/A0.048%
4/30/2024 Perigon Wealth Management LLC6,979$327K0.0%N/A0.026%
4/29/2024Commonwealth Equity Services LLC62,300$2.92M0.0%+1.1%0.232%
4/29/2024 American Capital Advisory LLC6,618$312K0.2%+165.6%0.025%
4/29/2024Brio Consultants LLC934,390$43.74M7.4%+7.6%3.480%
4/27/2024Treasure Coast Financial Planning21,873$1.02M0.7%-10.8%0.081%
4/25/2024 Capital Investment Advisory Services LLC1,144$54K0.0%N/A0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.47,123$2.21M0.0%+2.4%0.176%
4/25/2024Intergy Private Wealth LLC5,388$252K0.1%-23.8%0.020%
4/24/2024 Simplicity Wealth LLC23,516$1.10M0.0%N/A0.088%
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4/24/2024 Spire Wealth Management576,649$26.99M1.1%+1.6%2.148%
4/23/2024Raymond James Financial Services Advisors Inc.280,498$13.13M0.0%-28.8%1.045%
4/22/2024 PFG Investments LLC7,364$345K0.0%N/A0.027%
4/22/2024 Beacon Financial Planning Inc.266,166$12.46M8.7%-1.4%0.991%
4/20/2024 KWB Wealth780,781$36.55M4.9%-1.8%3.657%
4/19/2024 RTD Financial Advisors Inc.752,156$35.21M4.7%+1.1%3.523%
4/19/2024 Hedeker Wealth LLC50,080$2.34M0.7%-13.9%0.235%
4/16/2024OneAscent Financial Services LLC30,507$1.43M0.2%-40.5%0.143%
4/16/2024 Howard Financial Services LTD.425,753$19.93M3.4%+40.5%1.994%
4/16/2024 Wealth Enhancement Advisory Services LLC171,041$8.01M0.0%-9.9%0.801%
(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, 170 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 ($107.23M), 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. ($37.78M).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), Envestnet Asset Management Inc. ($1.26M), LPL Financial LLC ($1.04M), CWM LLC ($880.18K), KWB Wealth ($824.65K), Jane Street Group LLC ($780.51K), and Howard Financial Services LTD. ($564.77K).

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

Institutional investors have bought a total of 20,347,414 shares in the last 24 months. This purchase volume represents approximately $948.11M 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 ($264.11K), Rockland Trust Co. ($186.63K), Mercer Global Advisors Inc. ADV ($173.67K), Intelligence Driven Advisers LLC ($173.04K), and Level Four Advisory Services LLC ($162.16K).

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

Institutional investors have sold a total of 3,768,260 shares in the last 24 months. This volume of shares sold represents approximately $175.12M in transactions.


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This page (NYSEARCA:GTO) was last updated on 11/4/2024 by MarketBeat.com Staff
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