Invesco Total Return Bond ETF
60 hedge funds and large institutions have $162M invested in Invesco Total Return Bond ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
13% more funds holding
Funds holding: 53 → 60 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $162M → $162M (-$426K)
5.9% less ownership
Funds ownership: 60.08% → 54.17% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.98M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$3.66M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$3.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$30M |
| 2 |
Jane Street
New York
|
-$4.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$2.59M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.18M |
GTO Hedge Fund Activity: Q2 2020 in Review
60 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q2 2020, worth a combined $162M — down 0.26% from $162M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GTO positions and 7 closed out — a net gain of 8 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $10.3M. The largest seller was Mainstay Capital Management, cutting an estimated $30M.
- 60 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q2 2020, up from 53 in Q1 2020.
- Funds reported $162M of Invesco Total Return Bond ETF stock for Q2 2020, down 0.26% quarter-over-quarter.
- 15 funds opened new Invesco Total Return Bond ETF positions in Q2 2020 and 7 closed out, a net change of +8 holders.
- The largest Invesco Total Return Bond ETF buyer in Q2 2020 was Osaic Holdings, an estimated $10.3M added.
- The largest Invesco Total Return Bond ETF seller in Q2 2020 was Mainstay Capital Management, an estimated $30M sold.
Based on aggregated 13F filings for Q2 2020.