Invesco Total Return Bond ETF
11 hedge funds and large institutions have $16.8M invested in Invesco Total Return Bond ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
120% more funds holding
Funds holding: 5 → 11 (+6)
60% more capital invested
Capital invested by funds: $10.5M → $16.8M (+$6.28M)
20.02% more ownership
Funds ownership: 51.21% → 71.23% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.15M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.73M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.16M |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$780K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$581K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.19M |
GTO Hedge Fund Activity: Q3 2016 in Review
11 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q3 2016, worth a combined $16.8M — up 60% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GTO positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $3.15M. The largest seller was UBS Group, cutting an estimated $4.19M.
- 11 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q3 2016, up from 5 in Q2 2016.
- Funds reported $16.8M of Invesco Total Return Bond ETF stock for Q3 2016, up 60% quarter-over-quarter.
- 6 funds opened new Invesco Total Return Bond ETF positions in Q3 2016 and 0 closed out, a net change of +6 holders.
- The largest Invesco Total Return Bond ETF buyer in Q3 2016 was Bank of America, an estimated $3.15M added.
- The largest Invesco Total Return Bond ETF seller in Q3 2016 was UBS Group, an estimated $4.19M sold.
Based on aggregated 13F filings for Q3 2016.