Who Owns GTO?
Invesco Total Return Bond ETF — Institutional Ownership & 13F Holdings
$46.87
-0.14 (-0.29%)
Market Cap
$2.0B
Shares Outstanding
44,701,667
Institutional Holders
187
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+71
Institutional data as of Q1 2025
New Positions
51
Closed Positions
19
Increased
74
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $138.3M | 2,946,275 |
| 2 | Invesco Ltd. | $110.3M | 2,349,347 |
| 3 | MORGAN STANLEY | $91.4M | 1,946,570 |
| 4 | Bank of New York Mellon Corp | $52.0M | 1,108,392 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.8M | 1,104 |
| 6 | RTD Financial Advisors, Inc. | $40.0M | 852,136 |
| 7 | Tidemark, LLC | $36.3M | 774,322 |
| 8 | KWB Wealth | $36.2M | 779,345 |
| 9 | BANK OF AMERICA CORP /DE/ | $34.5M | 734,386 |
| 10 | HOWARD FINANCIAL SERVICES, LTD. | $33.5M | 714,829 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +114K | $138.3M |
| Invesco Ltd. | +852 | $110.3M |
| MORGAN STANLEY | +191K | $91.4M |
| Bank of New York Mellon Corp | +482K | $52.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +920 | $51.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GeoWealth Management, LLC | -550K | $1.5M |
| VERUS CAPITAL PARTNERS, LLC | -155K | $11.6M |
| JONES FINANCIAL COMPANIES LLLP | -135K | $11.4M |
| Kestra Advisory Services, LLC | -122K | $2K |
| Merit Financial Group, LLC | -115K | $2K |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold GTO?
As of Q1 2025, 187 institutional investors report holding GTO (Invesco Total Return Bond ETF) in their 13F filings.
Which hedge fund owns the most GTO?
The largest institutional holder of GTO is OSAIC HOLDINGS, INC. with $138.3M in shares.
Are institutions buying or selling GTO?
This quarter, 51 institutions opened new positions in GTO and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.