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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
LFA
176
LGT Financial Advisors
Texas
$38.6K -$14.5K -314 -28%
AG
177
AmeriFlex Group
Nevada
$30.2K +$9.45K +204 +46%
PWMG
178
Prestige Wealth Management Group
New Jersey
$26.2K -$48.7K -1,050 -65%
TWC
179
TD Waterhouse Canada
Ontario, Canada
$25.5K
NFSG
180
Newbridge Financial Services Group
Florida
$23.5K
AWM
181
AE Wealth Management
Kansas
$21.2K +$14K +302 +201%
CFD
182
Creative Financial Designs
Indiana
$20.2K
AAS
183
Ameritas Advisory Services
Nebraska
$19.8K +$19.6K +423 New
CAL
184
Capital Analysts LLC
Pennsylvania
$11K +$46 +1 +0.4%
SPIA
185
Steward Partners Investment Advisory
New York
$7.88K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$5.86K -$45.4K -979 -89%
T
187
Transce3nd
Texas
$5.67K
KWM
188
Kiker Wealth Management
Georgia
$3.05K -$58.7K -1,267 -95%
FGC
189
Financial Gravity Companies
Texas
$2.02K +$1.99K +43 New
SWP
190
Strategic Wealth Partners
Ohio
$1.97K +$1.95K +42 New
FFA
191
Frazier Financial Advisors
Ohio
$1.72K +$46 +1 +3%
WWMSC
192
Wagner Wealth Management (South Carolina)
South Carolina
$1.36K
PA
193
Parallel Advisors
California
$844 -$53.6K -1,156 -98%
UBS Group
194
UBS Group
Switzerland
$797 -$5.88K -127 -88%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$656 +$139 +3 +27%
AAP
196
Arax Advisory Partners
Colorado
$610
KHC
197
Koesten Hirschmann & Crabtree
Kansas
$235 +$185 +4 +400%
HNW
198
High Note Wealth
Minnesota
$15
GAG
199
Goodman Advisory Group
Massachusetts
-$4.39M -93,571 Closed
CW
200
Cook Wealth
North Carolina
-$2.61M -56,217 Closed

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.