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.
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: 193 → 197 (+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: 17 → 16 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$39.2M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$34.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.6M |
| 4 |
RIS
Richmond Investment Services
Mequon,
Wisconsin
|
+$9.67M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$7.89M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$5.44M |
| 3 |
LWMI
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
-$5.07M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.64M |
| 5 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$4.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HAS
201
HBW Advisory Services
Simi Valley,
California
| – | -$969K | -20,646 | Closed |
|
|
EH
202
Equitable Holdings
New York
| – | -$607K | -12,925 | Closed |
|
|
WWA
203
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$489K | -10,422 | Closed |
|
|
AWS
204
Atria Wealth Solutions
New York
| – | -$300K | -6,389 | Closed |
|
|
OWM
205
Opes Wealth Management
Menlo Park,
California
| – | -$275K | -5,868 | Closed |
|
|
IAN
206
Integrated Advisors Network
Dallas,
Texas
| – | -$265K | -5,644 | Closed |
|
|
GJWM
207
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$206K | -4,387 | Closed |
|
208
BlackRock
New York
| – | -$56.5K | -1,204 | Closed |
|
|
CTC
209
Central Trust Company
Jefferson City,
Missouri
| – | -$19.7K | -419 | Closed |
|
|
CW
210
Cooksen Wealth
The Woodlands,
Texas
| – | -$10.5K | -224 | Closed |
|
|
HC
211
Hurley Capital
New York
| – | -$1.88K | -40 | Closed |
|
|
LFG
212
Larson Financial Group
St Louis,
Missouri
| – | -$1.14K | -24 | 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.