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Invesco Total Return Bond ETF

197 hedge funds and large institutions have $1.74B invested in Invesco Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

35% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 69

6% more capital invested

Capital invested by funds: $1.64B → $1.74B (+$99.3M)

2% more funds holding

Funds holding: 193197 (+4)

1.65% more ownership

Funds ownership: 86.58%88.23% (+1.7%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
2.59%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
21
Increased
93
Reduced
69
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
26
Verus Capital Partners
Arizona
$12.9M +$1.32M +28,382 +12%
IA
27
IFG Advisory
Georgia
$12.3M -$5.44M -117,330 -31%
RWA
28
Rooted Wealth Advisors
Illinois
$12.3M +$731K +15,768 +6%
GLA
29
Good Life Advisors
Pennsylvania
$12.2M +$1.66M +35,889 +16%
SA
30
Stewardship Advisors
Pennsylvania
$11.5M +$30.7K +662 +0.3%
RIS
31
Richmond Investment Services
Wisconsin
$11.1M +$9.67M +208,785 +752%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$10.5M +$1.34M +28,896 +15%
WIA
33
World Investment Advisors
California
$10.2M +$970K +20,925 +11%
VA
34
VestGen Advisors
Illinois
$9.87M +$173K +3,726 +2%
APW
35
Acima Private Wealth
Virginia
$9.74M -$947K -20,436 -9%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$9.64M -$25.3K -546 -0.3%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$9.6M -$2.78M -59,945 -23%
SCA
38
Snowden Capital Advisors
New York
$9.42M +$141K +3,035 +2%
MML Investors Services
39
MML Investors Services
Massachusetts
$9.42M +$1.26M +27,270 +16%
BFP
40
Beacon Financial Planning
Massachusetts
$9.31M -$606K -13,080 -6%
ACA
41
American Capital Advisory
Idaho
$8.76M +$73.2K +1,580 +0.9%
PA
42
PFG Advisors
Arizona
$7.98M +$419K +9,041 +6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$7.69M +$5.23M +112,788 +221%
RIA
44
Regal Investment Advisors
Michigan
$7.25M +$194K +4,182 +3%
CW
45
Channel Wealth
California
$6.69M -$94.2K -2,033 -1%
IWC
46
Integrated Wealth Concepts
Massachusetts
$6.5M -$16.6K -359 -0.3%
IWM
47
IHT Wealth Management
Illinois
$6.13M +$848K +18,311 +16%
ALA
48
Atlas Legacy Advisors
California
$6.04M +$257K +5,556 +5%
AAS
49
Asset Allocation Strategies
Michigan
$6M +$1.18M +25,490 +25%
BAM
50
BOS Asset Management
Illinois
$5.86M +$31K +668 +0.5%

GTO Hedge Fund Activity: Q2 2025 in Review

197 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q2 2025, worth a combined $1.74B — up 6.1% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GTO positions and 14 closed out — a net gain of 7 holders — while 93 added to existing stakes and 69 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.2M. The largest seller was Truist Financial, cutting an estimated $7.89M.

  • 197 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.74B of Invesco Total Return Bond ETF stock for Q2 2025, up 6.1% quarter-over-quarter.
  • 21 funds opened new Invesco Total Return Bond ETF positions in Q2 2025 and 14 closed out, a net change of +7 holders.
  • The largest Invesco Total Return Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $39.2M added.
  • The largest Invesco Total Return Bond ETF seller in Q2 2025 was Truist Financial, an estimated $7.89M sold.

Based on aggregated 13F filings for Q2 2025.