§ EQUITY
USDGTO
INVESCO TOTAL RETURN BOND ET
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
125 increased/new, 59 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 4.8M | 0.1% | +6% |
| Bank of America Corp | 3.8M | 0.0% | +237% |
| ENVESTNET ASSET MANAGEMENT INC | 3.3M | 0.0% | +10% |
| OSAIC HOLDINGS, INC. | 2.7M | 0.2% | −2% |
| CWM, LLC | 1.8M | 0.2% | −13% |
| Morgan Stanley | 1.6M | 0.0% | −53% |
◇ AC INTELLIGENCE
Top institutional owners for GTO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.4% · 180 holders
DEALER / BANK18.5% · 15 holders
PASSIVE / INDEX5.0% · 1 holder
INCOME / DEFENSIVE0.1% · 2 holders
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for GTO in the last 180 days.