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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -4

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
Invesco Ltd.Increased+1.7M+$79.4B
BANK OF AMERICA CORP /DE/Increased+66K+$51.9B
JONES FINANCIAL COMPANIES LLLPNew Position+297K+$14.0B
Rooted Wealth Advisors, Inc.New Position+271K+$12.9B
American Capital Advisory, LLCNew Position+270K+$12.8B
BEACON FINANCIAL PLANNING, INCNew Position+195K+$9.2B
Stewardship Advisors, LLCNew Position+194K+$9.2B
ASHTON THOMAS SECURITIES, LLCNew Position+152K+$7.2B
Atlas Legacy Advisors, LLCNew Position+150K+$7.1B
BOS Asset Management, LLCNew Position+140K+$6.7B
Daner Wealth Management, LLCNew Position+123K+$5.9B
INTEGRITY WEALTH ADVISORS, INC.Increased+101K+$4.8B
Tidemark, LLCNew Position+80K+$3.8B
Avid Wealth Partners LLCNew Position+66K+$3.1B
Gladstone Institutional Advisory LLCNew Position+70K+$3.0B

GTO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Dynamic Advisor Solutions LLCDecreased-29K-$29.5B
Cetera Investment AdvisersDecreased-36K-$24.8B
KWB WealthDecreased-507K-$23.7B
OSAIC HOLDINGS, INC.Decreased-199K-$11.5B
VestGen Advisors, LLCDecreased-168K-$8.1B
Integrated Wealth Concepts LLCDecreased-43K-$6.5B
CITADEL ADVISORS LLCClosed Position-112K-$5.3B
CAPTRUST FINANCIAL ADVISORSDecreased-9K-$4.1B
WELLS FARGO & COMPANY/MNDecreased-36K-$3.4B
RTD Financial Advisors, Inc.Decreased-64K-$3.1B
Alpha Zero LLCClosed Position-66K-$3.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-63K-$3.0B
IFG Advisory, LLCDecreased-42K-$2.9B
Asset Allocation Strategies LLCDecreased-39K-$1.9B
RENAISSANCE TECHNOLOGIES LLCClosed Position-39K-$1.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.4,034,470$191.3B0.03%Share
2OSAIC HOLDINGS, INC.1,939,989$91.0B0.13%Share
3Private Advisor Group, LLC1,139,821$54.0B0.25%Share
4BANK OF AMERICA CORP /DE/980,938$46.0B0.00%Share
5RTD Financial Advisors, Inc.812,872$38.5B4.70%Share
6OSAIC HOLDINGS, INC.683,856$32.0B0.05%Share
7Petix & Botte Co459,615$21.8B4.94%Share
8KMG FIDUCIARY PARTNERS, LLC372,037$17.6B1.25%Share
9JOURNEY STRATEGIC WEALTH LLC361,745$17.0B0.45%Share
10Richmond Investment Services, LLC345,056$16.4B2.83%Share
11RAYMOND JAMES FINANCIAL INC351,889$16.0B0.00%Share
12JONES FINANCIAL COMPANIES LLLP296,829$14.0B0.01%Share
13VERUS CAPITAL PARTNERS, LLC309,205$14.0B0.87%Share
14ACIMA PRIVATE WEALTH, LLC274,278$13.0B4.04%Share
15Rooted Wealth Advisors, Inc.271,277$12.9B3.62%Share
16American Capital Advisory, LLC270,187$12.8B5.55%Share
17KWB Wealth250,768$11.9B1.13%Share
18RAYMOND JAMES FINANCIAL INC218,451$10.0B0.00%Share
19IFG Advisory, LLC228,774$10.0B0.44%Share
20BEACON FINANCIAL PLANNING, INC194,617$9.2B4.45%Share
21Stewardship Advisors, LLC194,176$9.2B2.13%Share
22WELLS FARGO & COMPANY/MN207,935$9.0B0.00%Share
23PFG Advisors183,813$8.7B0.42%Share
24Regal Investment Advisors LLC163,973$7.8B0.46%Share
25ASHTON THOMAS SECURITIES, LLC152,012$7.2B1.37%Share
26Atlas Legacy Advisors, LLC149,784$7.1B1.24%Share
27Invesco Ltd.146,838$7.0B0.00%Share
28BOS Asset Management, LLC140,416$6.7B1.78%Share
29INTEGRITY WEALTH ADVISORS, INC.136,376$6.5B4.41%Share
30IHT Wealth Management, LLC137,314$6.0B0.15%Share
31Signal Advisors Wealth, LLC126,190$6.0B0.48%Share
32Daner Wealth Management, LLC122,747$5.9B3.58%Share
33Asset Allocation Strategies LLC119,622$5.7B1.05%Share
34CHANNEL WEALTH LLC109,277$5.2B1.31%Share
35BANK OF AMERICA CORP /DE/110,112$5.0B0.00%Share
36ROYAL BANK OF CANADA116,577$5.0B0.00%Share
37Total Clarity Wealth Management, Inc.95,701$4.5B1.10%Share
38Baird Financial Group, Inc.89,558$4.0B0.01%Share
39AQR CAPITAL MANAGEMENT LLC93,894$4.0B0.00%Share
40WELLS FARGO & COMPANY/MN102,096$4.0B0.00%Share
41Colonial River Investments, LLC84,344$4.0B1.43%Share
42Tidemark, LLC80,214$3.8B1.08%Share
43Avid Wealth Partners LLC66,334$3.1B1.54%Share
44IFP Advisors, Inc80,664$3.0B0.07%Share
45JPMORGAN CHASE & CO68,809$3.0B0.00%Share
46Gladstone Institutional Advisory LLC70,247$3.0B0.11%Share
47OSAIC HOLDINGS, INC.81,027$3.0B0.00%Share
48Destiny Capital Corp/CO52,166$2.5B1.27%Share
49Simplicity Wealth,LLC50,368$2.4B0.14%Share
50VestGen Advisors, LLC44,576$2.0B0.09%Share

GTO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025199$831.1B+83
Q3 2025116$1.0T-60
Q2 2025176$1.2T-12
Q1 2025188$1.3T+31
Q4 2024157$49.8T+29
Q3 2024128$349.9T+7
Q2 2024121$260.0T+3
Q1 2024118$604.6T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold GTO (Invesco Total Return Bond ETF). The largest holder is Invesco Ltd. with $191.3B in shares. This quarter, 12 institutions opened new positions and 4 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 Invesco Ltd. with $191.3B in shares.

Is institutional ownership of GTO increasing or decreasing?

This quarter, 12 institutions opened new positions in GTO and 4 closed their positions.