GTO Institutional Ownership
Invesco Total Return Bond ETF
1W: -0.7%
1M: -2.9%
3M: -4.4%
YTD: -5.2%
1Y: -5.6%
3Y: +10.4%
5Y: -7.7%
$44.58
-0.08 (-0.18%)
Weekly Expected Move ±0.7%
$44
$44
$45
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GTO
219
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
24
New Positions
100
Increased
72
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (237 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5,430,827 | $242M | +605,670 | +12.6% | 33Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,060,480 | $226M | +1,248,393 | +32.7% | 15Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 3,690,727 | $165M | +404,283 | +12.3% | 26Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 2,841,584 | $127M | +179,363 | +6.7% | 26Q | SEC ↗ |
| 5 | Invesco Ltd. | 1,889,850 | $84M | -110,785 | -5.5% | 24Q | SEC ↗ |
| 6 | CWM, LLC | 1,786,634 | $80M | -274,303 | -13.3% | 18Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,700,539 | $76M | +79,799 | +4.9% | 33Q | SEC ↗ |
| 8 | Private Advisor Group, LLC | 1,420,756 | $63M | +155,680 | +12.3% | 22Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 1,332,787 | $59M | +1,675 | +0.1% | 12Q | SEC ↗ |
| 10 | Brio Consultants, LLC | 1,250,499 | $56M | +56,556 | +4.7% | 17Q | SEC ↗ |
| 11 | RTD Financial Advisors, Inc. | 866,849 | $39M | +27,755 | +3.3% | 19Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 804,528 | $36M | +322,477 | +66.9% | 9Q | SEC ↗ |
| 13 | HOWARD FINANCIAL SERVICES, LTD. | 799,598 | $36M | +31,079 | +4.0% | 17Q | SEC ↗ |
| 14 | Dynamic Advisor Solutions LLC | 700,663 | $31M | +84,148 | +13.6% | 16Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 698,589 | $31M | +19,435 | +2.9% | 7Q | SEC ↗ |
| 16 | Commonwealth Financial Services, LLC NEW | 675,575 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 645,855 | $29M | +92,198 | +16.7% | 24Q | SEC ↗ |
| 18 | Northwest Financial Advisors | 531,961 | $24M | +454,504 | +586.8% | 11Q | SEC ↗ |
| 19 | Petix & Botte Co | 510,124 | $23M | +20,388 | +4.2% | 7Q | SEC ↗ |
| 20 | Brookstone Capital Management | 508,289 | $23M | -256 | -0.1% | 20Q | SEC ↗ |
| 21 | American Capital Advisory, LLC | 429,003 | $19M | +36,953 | +9.4% | 11Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 402,684 | $18M | +88,347 | +28.1% | 9Q | SEC ↗ |
| 23 | JOURNEY STRATEGIC WEALTH LLC | 380,778 | $17M | +18,147 | +5.0% | 7Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 373,361 | $17M | +87,552 | +30.6% | 28Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 357,563 | $16M | +13,782 | +4.0% | 15Q | SEC ↗ |
| 26 | KWB Wealth | 352,169 | $16M | +102,132 | +40.8% | 11Q | SEC ↗ |
| 27 | KMG FIDUCIARY PARTNERS, LLC | 348,756 | $16M | -30,098 | -7.9% | 17Q | SEC ↗ |
| 28 | Rooted Wealth Advisors, Inc. | 323,263 | $14M | +31,841 | +10.9% | 7Q | SEC ↗ |
| 29 | World Investment Advisors | 305,776 | $14M | -382 | -0.1% | 14Q | SEC ↗ |
| 30 | Stewardship Advisors, LLC | 304,688 | $14M | +128,683 | +73.1% | 10Q | SEC ↗ |
| 31 | Focus Financial Network, Inc. | 294,261 | $13M | +21,645 | +7.9% | 10Q | SEC ↗ |
| 32 | ACIMA PRIVATE WEALTH, LLC | 290,933 | $13M | +12,092 | +4.3% | 11Q | SEC ↗ |
| 33 | Vestmark Advisory Solutions, Inc. | 282,743 | $13M | -2,312 | -0.8% | 5Q | SEC ↗ |
| 34 | IFG Advisory, LLC | 279,531 | $12M | +277,863 | +16658.5% | 16Q | SEC ↗ |
| 35 | Concurrent Investment Advisors, LLC | 271,276 | $12M | +99,938 | +58.3% | 11Q | SEC ↗ |
| 36 | VERUS CAPITAL PARTNERS, LLC | 266,113 | $12M | +6,127 | +2.4% | 18Q | SEC ↗ |
| 37 | Envestnet Portfolio Solutions, Inc. | 252,255 | $11M | +14,887 | +6.3% | 12Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 241,027 | $11M | +6,079 | +2.6% | 23Q | SEC ↗ |
| 39 | Asset Allocation Strategies LLC | 233,199 | $10M | +80,016 | +52.2% | 8Q | SEC ↗ |
| 40 | ASHTON THOMAS SECURITIES, LLC | 217,763 | $10M | +85,288 | +64.4% | 8Q | SEC ↗ |
| 41 | Cooper Financial Group | 199,851 | $9M | +3,756 | +1.9% | 13Q | SEC ↗ |
| 42 | BEACON FINANCIAL PLANNING, INC | 192,081 | $9M | -15,703 | -7.6% | 15Q | SEC ↗ |
| 43 | Richmond Investment Services, LLC | 187,970 | $8M | -171,508 | -47.7% | 7Q | SEC ↗ |
| 44 | INTEGRITY WEALTH ADVISORS, INC. | 183,966 | $8M | +47,590 | +34.9% | 6Q | SEC ↗ |
| 45 | Regal Investment Advisors LLC | 181,605 | $8M | +10,823 | +6.3% | 10Q | SEC ↗ |
| 46 | IHT Wealth Management, LLC | 170,759 | $8M | +27,644 | +19.3% | 10Q | SEC ↗ |
| 47 | Atlas Legacy Advisors, LLC | 169,600 | $8M | +5,279 | +3.2% | 6Q | SEC ↗ |
| 48 | BOS Asset Management, LLC | 162,897 | $7M | +8,216 | +5.3% | 7Q | SEC ↗ |
| 49 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 161,241 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Curry Webb Wealth Management LLC | 156,630 | $7M | +22,185 | +16.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Commonwealth Financial Services, LL | 675,575 | $30M |
| AXXCESS WEALTH MANAGEMENT, LLC | 161,241 | $7M |
| CITADEL ADVISORS LLC | 76,353 | $3M |
| GOLDMAN SACHS GROUP INC | 59,070 | $3M |
| SOL Capital Management CO | 56,217 | $3M |
| J.W. COLE ADVISORS, INC. | 56,165 | $3M |
| Kingsview Wealth Management, LLC | 51,816 | $2M |
| Diversify Advisory Services, LLC | 47,922 | $2M |
| First Command Advisory Services, In | 43,871 | $2M |
| PACIFIC FINANCIAL GROUP INC | 25,559 | $1M |
| Claro Advisors Inc. | 23,688 | $1M |
| Global Retirement Partners, LLC | 10,255 | $457K |
| Tailwinds Wealth, LLC | 10,195 | $454K |
| FIRETHORN WEALTH PARTNERS, LLC | 7,331 | $327K |
| Focus Partners Advisor Solutions, L | 6,385 | $285K |
| Capasso Planning Partners LLC | 4,541 | $202K |
| Gilliland Jeter Wealth Management L | 4,428 | $197K |
| Aptus Capital Advisors, LLC | 3,687 | $164K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,893 | $129K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,500 | $67K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Colonial River Investments, LLC | 77,834 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 44,663 | $2M |
| Hilltop Holdings Inc. | 22,993 | $1M |
| Arete Wealth Advisors, LLC | 21,141 | $942K |
| FLOW TRADERS U.S. LLC | 10,469 | $467K |
| TSG Advice Partners, LLC | 9,716 | $433K |
| JT Stratford LLC | 9,527 | $425K |
| Atria Investments, Inc | 9,108 | $406K |
| GTS SECURITIES LLC | 8,450 | $377K |
| EVOLVE PRIVATE WEALTH, LLC | 7,896 | $352K |
| Vise Technologies, Inc. | 6,529 | $291K |
| Fortis Group Advisors, LLC | 5,943 | $265K |
| WealthCare Investment Partners, LLC | 5,662 | $252K |
| Kera Capital Partners, Inc. | 5,193 | $232K |
| Williams & Novak, LLC | 4,875 | $217K |
| Savvy Advisors, Inc. | 4,799 | $214K |
| Emergent Wealth Advisors, LLC | 4,711 | $210K |
| IVC Wealth Advisors LLC | 4,369 | $195K |
| Goodman Advisory Group, LLC | 2,865 | $128K |
| SageView Advisory Group, LLC | 1,714 | $76K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,248,393 | +32.7% | 5,060,480 |
| LPL Financial LLC | +605,670 | +12.6% | 5,430,827 |
| Northwest Financial Advisors | +454,504 | +586.8% | 531,961 |
| ENVESTNET ASSET MANAGEMENT INC | +404,283 | +12.3% | 3,690,727 |
| JONES FINANCIAL COMPANIES LLLP | +322,477 | +66.9% | 804,528 |
| IFG Advisory, LLC | +277,863 | +16658.5% | 279,531 |
| OSAIC HOLDINGS, INC. | +179,363 | +6.7% | 2,841,584 |
| Private Advisor Group, LLC | +155,680 | +12.3% | 1,420,756 |
| Stewardship Advisors, LLC | +128,683 | +73.1% | 304,688 |
| KWB Wealth | +102,132 | +40.8% | 352,169 |
| Concurrent Investment Advisors, LLC | +99,938 | +58.3% | 271,276 |
| Cetera Investment Advisers | +92,198 | +16.7% | 645,855 |
| HighTower Advisors, LLC | +88,347 | +28.1% | 402,684 |
| MML INVESTORS SERVICES, LLC | +87,552 | +30.6% | 373,361 |
| ASHTON THOMAS SECURITIES, LLC | +85,288 | +64.4% | 217,763 |
| Dynamic Advisor Solutions LLC | +84,148 | +13.6% | 700,663 |
| Asset Allocation Strategies LLC | +80,016 | +52.2% | 233,199 |
| MORGAN STANLEY | +79,799 | +4.9% | 1,700,539 |
| &PARTNERS | +68,994 | +529.5% | 82,024 |
| Kestra Advisory Services, LLC | +60,131 | +94.0% | 124,092 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Independent Advisor Alliance | -584,824 | -95.3% | 28,699 |
| CWM, LLC | -274,303 | -13.3% | 1,786,634 |
| Richmond Investment Services, LLC | -171,508 | -47.7% | 187,970 |
| JANE STREET GROUP, LLC | -171,436 | -86.5% | 26,831 |
| Invesco Ltd. | -110,785 | -5.5% | 1,889,850 |
| Signal Advisors Wealth, LLC | -65,713 | -77.1% | 19,530 |
| Avid Wealth Partners LLC | -46,168 | -67.5% | 22,198 |
| JPMORGAN CHASE & CO | -41,308 | -58.9% | 28,783 |
| Insight Wealth Partners, LLC | -37,292 | -26.3% | 104,378 |
| KMG FIDUCIARY PARTNERS, LLC | -30,098 | -7.9% | 348,756 |
| CAPTRUST FINANCIAL ADVISORS | -29,685 | -25.9% | 84,987 |
| Clearstead Advisors, LLC | -18,883 | -58.4% | 13,477 |
| BEACON FINANCIAL PLANNING, INC | -15,703 | -7.6% | 192,081 |
| PFG Advisors | -10,973 | -18.0% | 50,041 |
| Gaddis Premier Wealth Advisors LLC | -10,083 | -57.5% | 7,455 |
| ROYAL BANK OF CANADA | -9,644 | -6.6% | 135,707 |
| Cerity Partners LLC | -9,096 | -15.8% | 48,526 |
| PRIVATE TRUST CO NA | -8,243 | -82.9% | 1,700 |
| Gateway Wealth Partners, LLC | -7,551 | -59.3% | 5,181 |
| Sanctuary Advisors, LLC | -7,019 | -30.6% | 15,919 |