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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
NA
51
NewEdge Advisors
Louisiana
$5.45M -$13K -280 -0.2%
TCWM
52
Total Clarity Wealth Management
Illinois
$5.17M +$1.69M +36,426 +49%
DWM
53
Daner Wealth Management
Georgia
$5.11M +$5.03M +108,661 New
VAS
54
Vestmark Advisory Solutions
Massachusetts
$4.85M +$4.79M +103,340 New
IWP
55
Insight Wealth Partners
Texas
$4.82M +$73.3K +1,582 +2%
ATS
56
Ashton Thomas Securities
New York
$4.81M +$1.7M +36,633 +56%
FC
57
Fjell Capital
North Dakota
$4.77M -$72.3K -1,560 -2%
UWM
58
USAdvisors Wealth Management
Minnesota
$4.68M +$595K +12,851 +15%
AQR Capital Management
59
AQR Capital Management
Connecticut
$4.64M +$609K +13,140 +15%
AAS
60
Avantax Advisory Services
Texas
$4.54M +$273K +5,884 +6%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$4.01M +$2.38M +51,378 +151%
JP Morgan Chase
62
JP Morgan Chase
New York
$3.85M -$1.33M -28,659 -26%
CRI
63
Colonial River Investments
Virginia
$3.79M +$311K +6,717 +9%
AWP
64
Avid Wealth Partners
Texas
$3.76M -$1.38M -29,689 -27%
AWM
65
Axxcess Wealth Management
California
$3.7M +$2.8M +60,391 +324%
SW
66
Simplicity Wealth
New Jersey
$3.69M -$4.07M -87,884 -53%
SFP
67
Sandbox Financial Partners
Maryland
$3.43M +$93.3K +2,013 +3%
MBTD
68
Mechanics Bank - Trust Department
California
$3.26M -$291K -6,291 -8%
IA
69
IFP Advisors
Florida
$3.22M +$1.94M +41,973 +157%
GIA
70
Gladstone Institutional Advisory
Florida
$3.1M +$547K +11,801 +22%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$3.03M +$292K +6,311 +11%
SA
72
Scarborough Advisors
Maryland
$2.97M -$10K -216 -0.3%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$2.94M -$928K -20,019 -24%
CFG
74
Cooper Financial Group
California
$2.83M -$327K -7,059 -10%
Cerity Partners
75
Cerity Partners
New York
$2.74M +$2.72M +58,790 New

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.