Invesco Total Return Bond ETF
128 hedge funds and large institutions have $731M invested in Invesco Total Return Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 18 closing their positions.
23% more capital invested
Capital invested by funds: $592M → $731M (+$139M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2.16% more ownership
Funds ownership: 74.23% → 76.39% (+2.2%)
4% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 51
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
2% less funds holding
Funds holding: 130 → 128 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$29.7M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$24.2M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$16.4M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$14.9M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$11.2M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$8.07M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$5.8M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$4.92M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$3.06M |
GTO Hedge Fund Activity: Q1 2023 in Review
128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q1 2023, worth a combined $731M — up 23% from $592M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of GTO and 17 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 53 added.
The largest buyer was LPL Financial, adding an estimated $29.7M. The largest seller was Prestige Wealth Management Group, cutting an estimated $11.2M.
- 128 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q1 2023, down from 130 in Q4 2022.
- Funds reported $731M of Invesco Total Return Bond ETF stock for Q1 2023, up 23% quarter-over-quarter.
- 17 funds opened new Invesco Total Return Bond ETF positions in Q1 2023 and 18 closed out, a net change of -1 holder.
- The largest Invesco Total Return Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $29.7M added.
- The largest Invesco Total Return Bond ETF seller in Q1 2023 was Prestige Wealth Management Group, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2023.