I
Invesco Total Return Bond
GTO • ARCA
Invesco Total Return Bond is an exchange-traded fund on ARCA. As of Q3 2025, 191 institutional investors hold shares in this ETF, with total holdings valued at $1.7B. LPL Financial LLC is the largest holder with a position valued at $212.9M.
Overview
Overview of institutional ownership in GTO as of Q3 2025
All Institutions
- Institutions
- 191
- Value Held
- $1.7B
- Shares Held
- 36.0M
- Avg Position
- $8.9M
- Median Position
- $1.3M
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $11.5M
- Shares Held
- 241.0K
- Avg Position
- $3.8M
- Median Position
- $4.3M
Biggest Investors
Institutions with the largest positions in GTO as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $212.9M 0.06% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $139.2M 0.04% of portfolio |
A Advisor Group Holdings, Inc. Institution | $137.5M 0.19% of portfolio |
 Invesco Ltd. ETF Provider | $118.8M 0.02% of portfolio |
 CWM, LLC RIA/Wealth | $90.3M 0.29% of portfolio |
 MORGAN STANLEY RIA/Wealth | $78.5M 0.00% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $55.8M 0.28% of portfolio |
 Bank of New York Mellon Corp Institution | $54.4M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $50.7M 0.00% of portfolio |
B Brio Consultants, LLC RIA/Wealth | $50.3M 6.95% of portfolio |
Net Capital Flow
Institutional buying and selling activity for GTO in Q3 2025
- Traded
- −$6.7M
- Buyers
- 102
- Sellers
- 84
- Total Bought
- +$110.6M
- Total Sold
- −$117.4M
- Avg Position
- $8.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$20.7M +436.7K shares |
CWM, LLC RIA/Wealth | +$9.5M +200.3K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | +$6.8M +142.1K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | +$5.3M +111.6K shares |
 Cetera Investment Advisers RIA/Wealth | +$5.2M +108.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.8M +101.7K shares |
Invesco Ltd. ETF Provider | +$4.3M +90.2K shares |
 Richmond Investment Services, LLC RIA/Wealth | +$3.5M +73.0K shares |
 Goss Wealth Management LLC RIA/Wealth | +$3.4M +70.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$3.2M +67.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T Tidemark, LLC RIA/Wealth | −$33.2M −698.5K shares |
 Baird Financial Group, Inc. Private Equity | −$26.5M −558.2K shares |
MORGAN STANLEY RIA/Wealth | −$11.5M −242.9K shares |
Private Advisor Group, LLC RIA/Wealth | −$8.3M −174.4K shares |
 Snowden Capital Advisors LLC RIA/Wealth | −$7.9M −166.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$4.8M −100.6K shares |
A Advisor Group Holdings, Inc. Institution | −$4.0M −83.9K shares |
 Simplicity Wealth,LLC RIA/Wealth | −$2.2M −46.7K shares |
 CHANNEL WEALTH LLC RIA/Wealth | −$1.4M −29.6K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$1.4M −28.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited GTO in Q3 2025
- New Positions
- 11
- New Value
- $3.8M
- Exited Positions
- 15
- Exited Value
- $4.9M
New Positions
| Institution | Position Value |
|---|---|
 GOLDMAN SACHS GROUP INC Institution | $2.4M 50.0K shares |
 Krilogy Financial LLC RIA/Wealth | $464.8K 9.8K shares |
 BIP Wealth, LLC RIA/Wealth | $304.1K 6.4K shares |
 Kera Capital Partners, Inc. RIA/Wealth | $246.7K 5.2K shares |
 Wealth Watch Advisors, INC RIA/Wealth | $166.8K 3.5K shares |
 MONTAG A & ASSOCIATES INC RIA/Wealth | $136.6K 2.9K shares |
 TD PRIVATE CLIENT WEALTH LLC RIA/Wealth | $77.2K 1.6K shares |
 True Wealth Design, LLC RIA/Wealth | $29.2K 615.0 shares |
 Guerra Advisors Inc RIA/Wealth | $3.4K 72.0 shares |
 JFS WEALTH ADVISORS, LLC RIA/Wealth | $2.1K 44.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.3M 28.5K shares |
E EXCHANGE TRADED CONCEPTS, LLC Institution | $871.5K 18.6K shares |
$608.9K 13.0K shares | |
E Entropy Technologies, LP Hedge Fund•Quant Macro | $528.3K 33.5K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | $433.1K 9.2K shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $257.5K 5.5K shares |
G GTS SECURITIES LLC Institution | $254.1K 5.4K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | $236.5K 5.0K shares |
I Impact Partnership Wealth, LLC RIA/Wealth | $204.9K 4.4K shares |
B | $142.3K 3.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in GTO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with GTO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Brio Consultants, LLC RIA/Wealth | 6.95% $50.3M |
 RTD Financial Advisors, Inc. RIA/Wealth | 5.01% $41.7M |
 BEACON FINANCIAL PLANNING, INC RIA/Wealth | 4.87% $9.2M |
 Petix & Botte Co RIA/Wealth | 4.42% $19.1M |
 American Capital Advisory, LLC RIA/Wealth | 4.29% $9.2M |
 HOWARD FINANCIAL SERVICES, LTD. RIA/Wealth | 4.21% $34.4M |
 Fjell Capital, LLC RIA/Wealth | 4.07% $4.6M |
 Rooted Wealth Advisors, Inc. RIA/Wealth | 4.02% $13.2M |
 KWB Wealth RIA/Wealth | 3.95% $35.5M |
 Northwest Financial Advisors RIA/Wealth | 3.55% $2.8M |
Hedge Fund Spotlight
Discover hedge funds investing in GTO
RENAISSANCE TECHNOLOGIES LLC
Hedge Fund • Quant
Portfolio ManagerPeter Fitzhugh Brown
- Portfolio Value
- $75.8B
- Positions
- 3,419
- Last Reported
- Q3 2025
Sector Allocation
I
Position in Invesco Total Return Bond
- Market Value
- $1.8M
- Shares Held
- 38.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
