INVESCO TOTAL RETURN BOND ET (GTO) Institutional Ownership Changes & 13F Activity
INVESCO TOTAL RETURN BOND ET (GTO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Bank Of America Corp, Jones Financial Companies Lllp, Ifg Advisory, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +30,911 | +27.4% | 143,525 | $6.73M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +76,353 | — | 76,353 | $3.58M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +51,816 | — | 51,816 | $2.43M | Q2 2026 | Aug 19, 2026 |
| Capasso Planning Partners Llc | Buy | +4,541 | — | 4,541 | $212.84K | Q2 2026 | Aug 18, 2026 |
| Asset Allocation Strategies Llc | Buy | +80,016 | +52.2% | 233,199 | $10.93M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -52 | -0.4% | 13,599 | $637.38K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +1,889,850 | — | 1,889,850 | $88.58M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,248,393 | +32.7% | 5,060,480 | $237.18M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +322,477 | +66.9% | 804,528 | $37.80M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +277,863 | +16658.5% | 279,531 | $13.10M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +179,363 | +6.7% | 2,841,584 | $133.19M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -171,436 | -86.5% | 26,831 | $1.26M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +68,994 | +529.5% | 82,024 | $3.84M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +59,070 | — | 59,070 | $2.77M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +36,461 | +166.2% | 58,403 | $2.74M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +27,644 | +19.3% | 170,759 | $8.00M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +19,435 | +2.9% | 698,589 | $32.74M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +13,782 | +4.0% | 357,563 | $16.76M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +10,823 | +6.3% | 181,605 | $8.51M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +9,793 | +35.1% | 37,696 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -9,644 | -6.6% | 135,707 | $6.36M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -9,096 | -15.8% | 48,526 | $2.27M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +4,444 | +4.7% | 99,776 | $4.68M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -2,893 | -22.4% | 10,015 | $469.40K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -2,312 | -0.8% | 282,743 | $13.25M | Q2 2026 | Aug 14, 2026 |
| Daner Wealth Management, Llc | Buy | +1,973 | +1.5% | 133,964 | $6.22M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +1,268 | +15.9% | 9,258 | $434.29K | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, Inc | Sell | -859 | -11.7% | 6,480 | $303.72K | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +795 | +2.6% | 31,281 | $1.47M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +636 | +4.5% | 14,851 | $696.00K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about GTO activity
Which institutional owners are buying GTO?
Institutional owners buying GTO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GTO activity?
"Buy" means an investor increased their reported position in GTO compared to the prior reporting period. This reflects growing exposure to INVESCO TOTAL RETURN BOND ET (GTO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GTO increasing?
Institutional interest in GTO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.