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Invesco Total Return Bond ETF

205 hedge funds and large institutions have $2.02B invested in Invesco Total Return Bond ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 60

7% more capital invested

Capital invested by funds: $1.89B → $2.02B (+$134M)

3% more funds holding

Funds holding: 200205 (+5)

4.85% less ownership

Funds ownership: 89%84.15% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.48%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.16%
New
22
Increased
100
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
26
Rooted Wealth Advisors
Illinois
$15.2M +$1.49M +31,841 +11%
WIA
27
World Investment Advisors
California
$14.3M -$17.9K -382 -0.1%
SA
28
Stewardship Advisors
Pennsylvania
$14.3M +$6.04M +128,683 +73%
FFN
29
Focus Financial Network
Minnesota
$13.8M +$1.02M +21,645 +8%
APW
30
Acima Private Wealth
Virginia
$13.6M +$567K +12,092 +4%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$13.3M -$108K -2,312 -0.8%
IA
32
IFG Advisory
Georgia
$13.1M +$13M +277,863 +16,658%
CIA
33
Concurrent Investment Advisors
Florida
$12.7M +$4.69M +99,938 +58%
VCP
34
Verus Capital Partners
Arizona
$12.5M +$287K +6,127 +2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$12M +$6.68M +142,484 +127%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$11.8M +$698K +14,887 +6%
NA
37
NewEdge Advisors
Louisiana
$11.3M +$285K +6,079 +3%
AAS
38
Asset Allocation Strategies
Michigan
$10.9M +$3.75M +80,016 +52%
ATS
39
Ashton Thomas Securities
New York
$10.2M +$4M +85,288 +64%
CFG
40
Cooper Financial Group
California
$9.37M +$176K +3,756 +2%
BFP
41
Beacon Financial Planning
Massachusetts
$9M -$737K -15,703 -8%
RIS
42
Richmond Investment Services
Wisconsin
$8.81M -$8.05M -171,508 -48%
RIA
43
Regal Investment Advisors
Michigan
$8.51M +$508K +10,823 +6%
IWM
44
IHT Wealth Management
Illinois
$8M +$1.3M +27,644 +19%
ALA
45
Atlas Legacy Advisors
California
$7.95M +$248K +5,279 +3%
BAM
46
BOS Asset Management
Illinois
$7.63M +$385K +8,216 +5%
AWM
47
Axxcess Wealth Management
California
$7.56M +$7.56M +161,241 New
CWWM
48
Curry Webb Wealth Management
Indiana
$7.34M +$1.04M +22,185 +17%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$6.89M +$2.64M +56,306 +62%
TCWM
50
Total Clarity Wealth Management
Illinois
$6.62M +$2.42M +51,495 +57%

GTO Hedge Fund Activity: Q2 2026 in Review

205 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q2 2026, worth a combined $2.02B — up 7.1% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GTO positions and 13 closed out — a net gain of 9 holders — while 100 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $58.6M. The largest seller was Independent Advisor Alliance, cutting an estimated $27.4M.

  • 205 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q2 2026, up from 200 in Q1 2026.
  • Funds reported $2.02B of Invesco Total Return Bond ETF stock for Q2 2026, up 7.1% quarter-over-quarter.
  • 22 funds opened new Invesco Total Return Bond ETF positions in Q2 2026 and 13 closed out, a net change of +9 holders.
  • The largest Invesco Total Return Bond ETF buyer in Q2 2026 was Bank of America, an estimated $58.6M added.
  • The largest Invesco Total Return Bond ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2026.