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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
PFA
126
Pathway Financial Advisors
Vermont
$619K
P
127
&Partners
Tennessee
$619K -$1.13M -24,495 -65%
FAIM
128
Financial Advocates Investment Management
Washington
$609K +$80.4K +1,736 +15%
PWM
129
Perigon Wealth Management
California
$571K +$19K +411 +3%
HH
130
Hilltop Holdings
Texas
$546K +$6.35K +137 +1%
ET
131
Entropy Technologies
New York
$528K +$1.55M +33,501 New
OIA
132
OneDigital Investment Advisors
Kansas
$510K
BWMG
133
Barnes Wealth Management Group
California
$510K +$3.98K +86 +0.8%
ACA
134
Aspire Capital Advisors
Washington
$508K +$297K +6,405 +144%
MWA
135
Medallion Wealth Advisors
Connecticut
$500K -$59.1K -1,276 -11%
FHC
136
First Heartland Consultants
Missouri
$482K -$24.7K -534 -5%
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$440K -$451K -9,728 -51%
SWP
138
Stratos Wealth Partners
Ohio
$433K -$57K -1,230 -12%
APW
139
Axim Planning & Wealth
Ohio
$408K +$404K +8,709 New
CPRC
140
Consolidated Portfolio Review Corp
New York
$359K +$47.6K +1,027 +16%
CW
141
CreativeOne Wealth
Kansas
$354K -$67.9K -1,466 -16%
EAM
142
Empirical Asset Management
Massachusetts
$347K +$59.2K +1,278 +21%
Betterment LLC
143
Betterment LLC
New York
$339K -$206K -4,454 -38%
Financial Engines Advisors
144
Financial Engines Advisors
California
$329K +$1.34K +29 +0.4%
AW
145
Alteri Wealth
California
$316K +$42.7K +922 +16%
IWP
146
IAG Wealth Partners
Wisconsin
$313K -$3.69M -79,574 -92%
SFS
147
Sowell Financial Services
Arkansas
$308K +$49.4K +1,067 +19%
S4W
148
Solutions 4 Wealth
Texas
$308K +$304K +6,560 New
BWL
149
Bogart Wealth LLC
Virginia
$298K -$34.7K -749 -11%
ASN
150
Advisory Services Network
Georgia
$289K +$3.48K +75 +1%

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.