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Invesco Total Return Bond ETF

205 hedge funds and large institutions have $2.02B invested in Invesco Total Return Bond ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 60

7% more capital invested

Capital invested by funds: $1.89B → $2.02B (+$134M)

3% more funds holding

Funds holding: 200205 (+5)

4.85% less ownership

Funds ownership: 89%84.15% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.48%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.16%
New
22
Increased
100
Reduced
60
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$255M +$28.4M +605,670 +13%
Bank of America
2
Bank of America
North Carolina
$237M +$58.6M +1,248,393 +33%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$173M +$19M +404,283 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$133M +$8.41M +179,363 +7%
Invesco
5
Invesco
Georgia
$88.6M -$5.2M -110,785 -6%
Morgan Stanley
6
Morgan Stanley
New York
$79.7M +$3.74M +79,799 +5%
PAG
7
Private Advisor Group
New Jersey
$66.6M +$7.3M +155,680 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$62.5M +$78.6K +1,675 +0.1%
BC
9
Brio Consultants
California
$58.6M +$2.65M +56,556 +5%
RFA
10
RTD Financial Advisors
Pennsylvania
$40.6M +$1.3M +27,755 +3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$37.8M +$15.1M +322,477 +67%
HFS
12
Howard Financial Services
Texas
$37.5M +$1.46M +31,079 +4%
DAS
13
Dynamic Advisor Solutions
Arizona
$32.8M +$3.95M +84,148 +14%
Raymond James Financial
14
Raymond James Financial
Florida
$32.7M +$912K +19,435 +3%
CFS
15
Commonwealth Financial Services
West Virginia
$31.7M +$31.7M +675,575 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$30.3M +$4.33M +92,198 +17%
NFA
17
Northwest Financial Advisors
Virginia
$24.9M +$21.3M +454,504 +587%
PBF
18
Petix & Botte Financial
California
$23.9M +$12.4M +265,256 +108%
BCM
19
Brookstone Capital Management
Illinois
$23.8M -$12K -256 -0.1%
ACA
20
American Capital Advisory
Idaho
$20.1M +$1.73M +36,953 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$18.9M +$4.14M +88,347 +28%
MML Investors Services
22
MML Investors Services
Massachusetts
$17.5M +$4.11M +87,552 +31%
Wells Fargo
23
Wells Fargo
California
$16.8M +$647K +13,782 +4%
KW
24
KWB Wealth
California
$16.5M +$4.79M +102,132 +41%
KFP
25
KMG Fiduciary Partners
Ohio
$16.3M -$1.41M -30,098 -8%

GTO Hedge Fund Activity: Q2 2026 in Review

205 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q2 2026, worth a combined $2.02B — up 7.1% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GTO positions and 13 closed out — a net gain of 9 holders — while 100 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $58.6M. The largest seller was Independent Advisor Alliance, cutting an estimated $27.4M.

  • 205 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q2 2026, up from 200 in Q1 2026.
  • Funds reported $2.02B of Invesco Total Return Bond ETF stock for Q2 2026, up 7.1% quarter-over-quarter.
  • 22 funds opened new Invesco Total Return Bond ETF positions in Q2 2026 and 13 closed out, a net change of +9 holders.
  • The largest Invesco Total Return Bond ETF buyer in Q2 2026 was Bank of America, an estimated $58.6M added.
  • The largest Invesco Total Return Bond ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2026.