Who Owns Invesco Total Return Bond ETF (GTO)?Hedge Fund & Institutional Holders

$47.01-0.06 (-0.13%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.14000191314141e+229T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$45.73$46.49$47.25$48.01$48.77Sep 24Jun 25Mar 26

GTO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+3.0M+$141.0M
CWM, LLCNew Position+2.1M+$97.7M
Bank of New York Mellon CorpNew Position+1.1M+$53.0M
HOWARD FINANCIAL SERVICES, LTD.New Position+741K+$35.1M
JONES FINANCIAL COMPANIES LLLPNew Position+297K+$14.0M
Rooted Wealth Advisors, Inc.New Position+271K+$12.9M
American Capital Advisory, LLCNew Position+270K+$12.8M
Envestnet Portfolio Solutions, Inc.New Position+239K+$11.0M
BEACON FINANCIAL PLANNING, INCNew Position+195K+$9.2M
Stewardship Advisors, LLCNew Position+194K+$9.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+179K+$8.5M
ASHTON THOMAS SECURITIES, LLCNew Position+152K+$7.2M
Atlas Legacy Advisors, LLCNew Position+150K+$7.1M
BOS Asset Management, LLCNew Position+140K+$6.7M
Wilian Securities, LLCNew Position+124K+$5.9M

GTO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-199K-$137.4B
Private Advisor Group, LLCDecreased-35K-$55.8B
RTD Financial Advisors, Inc.Decreased-64K-$41.6B
KWB WealthDecreased-507K-$35.5B
Dynamic Advisor Solutions LLCDecreased-29K-$29.5B
Cetera Investment AdvisersDecreased-36K-$24.8B
WELLS FARGO & COMPANY/MNDecreased-36K-$16.4B
Focus Financial Network, Inc.Decreased-5K-$14.9B
IFG Advisory, LLCDecreased-42K-$12.8B
VestGen Advisors, LLCDecreased-168K-$10.1B
Asset Allocation Strategies LLCDecreased-39K-$7.5B
Signal Advisors Wealth, LLCDecreased-16K-$6.7B
Integrated Wealth Concepts LLCDecreased-43K-$6.5B
Total Clarity Wealth Management, Inc.Decreased-23K-$5.6B
CHANNEL WEALTH LLCDecreased-4K-$5.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC4,533,853$214.0M0.06%Share
2Invesco Ltd.4,034,470$191.3M0.03%Share
3ENVESTNET ASSET MANAGEMENT INC2,989,250$141.0M0.04%Share
4CWM, LLC2,060,937$97.7M0.26%Share
5OSAIC HOLDINGS, INC.1,939,989$91.0M0.13%Share
6MORGAN STANLEY1,722,422$81.0M0.00%Share
7Private Advisor Group, LLC1,139,821$54.0M0.25%Share
8Brio Consultants, LLC1,137,747$54.0M7.01%Share
9Bank of New York Mellon Corp1,138,572$53.0M0.01%Share
10BANK OF AMERICA CORP /DE/980,938$46.0M0.00%Share
11RTD Financial Advisors, Inc.812,872$38.5M4.70%Share
12HOWARD FINANCIAL SERVICES, LTD.741,142$35.1M4.11%Share
13OSAIC HOLDINGS, INC.683,856$32.0M0.05%Share
14Dynamic Advisor Solutions LLC592,704$28.1M0.90%Share
15Brookstone Capital Management511,314$24.2M0.28%Share
16Cetera Investment Advisers487,045$23.0M0.03%Share
17Petix & Botte Co459,615$21.8M4.94%Share
18AXXCESS WEALTH MANAGEMENT, LLC449,070$21.3M0.08%Share
19KMG FIDUCIARY PARTNERS, LLC372,037$17.6M1.25%Share
20JOURNEY STRATEGIC WEALTH LLC361,745$17.0M0.45%Share
21Richmond Investment Services, LLC345,056$16.4M2.83%Share
22RAYMOND JAMES FINANCIAL INC351,889$16.0M0.00%Share
23Focus Financial Network, Inc.309,590$14.7M0.51%Share
24VERUS CAPITAL PARTNERS, LLC309,205$14.0M0.87%Share
25JONES FINANCIAL COMPANIES LLLP296,829$14.0M0.01%Share
26World Investment Advisors282,763$13.2M0.25%Share
27ACIMA PRIVATE WEALTH, LLC274,278$13.0M4.04%Share
28MML INVESTORS SERVICES, LLC280,560$13.0M0.03%Share
29Rooted Wealth Advisors, Inc.271,277$12.9M3.62%Share
30American Capital Advisory, LLC270,187$12.8M5.55%Share
31KWB Wealth250,768$11.9M1.13%Share
32Vestmark Advisory Solutions, Inc.247,817$11.8M0.16%Share
33Envestnet Portfolio Solutions, Inc.238,836$11.0M0.04%Share
34IFG Advisory, LLC228,774$10.0M0.44%Share
35NewEdge Advisors, LLC214,035$10.0M0.04%Share
36RAYMOND JAMES FINANCIAL INC218,451$10.0M0.00%Share
37BEACON FINANCIAL PLANNING, INC194,617$9.2M4.45%Share
38Stewardship Advisors, LLC194,176$9.2M2.13%Share
39WELLS FARGO & COMPANY/MN207,935$9.0M0.00%Share
40PFG Advisors183,813$8.7M0.42%Share
41WEALTH ENHANCEMENT ADVISORY SERVICES, LLC179,241$8.5M0.01%Share
42Cooper Financial Group178,147$8.4M0.90%Share
43Regal Investment Advisors LLC163,973$7.8M0.46%Share
44ASHTON THOMAS SECURITIES, LLC152,012$7.2M1.37%Share
45Atlas Legacy Advisors, LLC149,784$7.1M1.24%Share
46Invesco Ltd.146,838$7.0M0.00%Share
47BOS Asset Management, LLC140,416$6.7M1.78%Share
48INTEGRITY WEALTH ADVISORS, INC.136,376$6.5M4.41%Share
49Insight Wealth Partners, LLC132,028$6.3M0.86%Share
50IHT Wealth Management, LLC137,314$6.0M0.15%Share

GTO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025199$1.8B+83
Q3 2025116$1.2T-60
Q2 2025176$1.4T-12
Q1 2025188$1.5T+31
Q4 2024157$133.6T+29
Q3 2024128$791.5T+7
Q2 2024121$628.5T+3
Q1 2024118$541.6T—

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As of Q4 2025, 50 institutional investors hold GTO (Invesco Total Return Bond ETF). The largest holder is LPL Financial LLC with $214.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own GTO?

As of Q4 2025, 50 institutional investors report holding GTO (Invesco Total Return Bond ETF) in their 13F filings.

Who is the largest institutional holder of GTO?

The largest institutional holder of GTO is LPL Financial LLC with $214.0M in shares.

Is institutional ownership of GTO increasing or decreasing?

This quarter, 15 institutions opened new positions in GTO and 0 closed their positions.