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Invesco Total Return Bond ETF
GTO

193 hedge funds and large institutions have $1.71B invested in Invesco Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

0.7% more ownership

Funds ownership: 88.23% → 88.92% (+0.7%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less capital invested

Capital invested by funds: $1.74B → $1.71B (-$28.1M)

2% less funds holding

Funds holding: 197 → 193 (-4)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
16
Increased
87
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$20.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.42M
3
SAW
Signal Advisors Wealth
Michigan
+$6.69M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.25M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.12M

Top Sellers

1
T
Tidemark
California
-$32.9M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$26.3M
3
SWM
Spire Wealth Management
Virginia
-$22.7M
4
Morgan Stanley
Morgan Stanley
New York
-$11.4M
5
PAG
Private Advisor Group
New Jersey
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
151
NorthLanding Financial Partners
New York
$248K +$2.78K +59 +1%
KCP
152
Kera Capital Partners
California
$247K +$244K +5,193 New
Stifel Financial
153
Stifel Financial
Missouri
$246K +$2.16K +46 +0.9%
EWA
154
Emergent Wealth Advisors
New York
$221K – – –
WN
155
Williams & Novak
California
$218K +$3.43K +73 +2%
LFAS
156
Level Four Advisory Services
Texas
$209K -$3.9K -83 -2%
CAL
157
Capital Analysts LLC
Pennsylvania
$205K +$192K +4,082 +1,822%
IWP
158
IAG Wealth Partners
Wisconsin
$200K -$116K -2,466 -37%
GAG
159
Goodman Advisory Group
Massachusetts
$199K +$197K +4,193 New
CA
160
CoreCap Advisors
Michigan
$176K +$28.5K +605 +19%
WWA
161
Wealth Watch Advisors
Colorado
$167K +$165K +3,510 New
MA
162
Montag & Associates
Georgia
$137K +$135K +2,875 New
AF
163
Allworth Financial
California
$121K – – –
KFP
164
Kerr Financial Planning
California
$112K +$111K +2,368 New
GWM
165
Geneos Wealth Management
Colorado
$104K – – –
PTC
166
Private Trust Company
Ohio
$99.7K – – –
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$87K +$80.3K +1,707 +1,366%
TPCW
168
TD Private Client Wealth
New York
$77.2K +$76.4K +1,625 New
FFA
169
Farther Finance Advisors
California
$69.3K -$202K -4,302 -75%
HI
170
Harbour Investments
Wisconsin
$60.7K -$3.48K -74 -5%
PB
171
Pinnacle Bancorp
Nebraska
$49.6K – – –
LFA
172
LGT Financial Advisors
Texas
$39.1K – – –
TWD
173
True Wealth Design
Ohio
$29.2K +$28.9K +615 New
NCM
174
Northwest Capital Management
Oregon
$29.1K -$14.1K -300 -33%
KFI
175
Key Financial Inc
Pennsylvania
$25.9K -$89.1K -1,895 -78%
5 6
7
8 9

GTO Hedge Fund Activity: Q3 2025 in Review

193 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q3 2025, worth a combined $1.71B — down 1.6% from $1.74B a quarter earlier.

Fund positioning in GTO was balanced in Q3 2025: 16 funds opened new positions, 16 closed out, 87 added to existing stakes and 71 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.5M. The largest seller was Tidemark, cutting an estimated $32.9M.

  • 193 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.71B of Invesco Total Return Bond ETF stock for Q3 2025, down 1.6% quarter-over-quarter.
  • 16 funds opened new Invesco Total Return Bond ETF positions in Q3 2025 and 16 closed out, a net change of 0 holders.
  • The largest Invesco Total Return Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $20.5M added.
  • The largest Invesco Total Return Bond ETF seller in Q3 2025 was Tidemark, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2025.