Invesco Total Return Bond ETF
22 hedge funds and large institutions have $15.5M invested in Invesco Total Return Bond ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
0.4% more ownership
Funds ownership: 37.16% → 37.56% (+0.4%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
4% less funds holding
Funds holding: 23 → 22 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
52% less capital inflows, than outflows
Capital inflows: $3.48M | Capital outflows: $7.19M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
+$874K |
| 2 |
Morgan Stanley
New York
|
+$657K |
| 3 |
Jane Street
New York
|
+$558K |
| 4 |
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$419K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWMG
Sanchez Wealth Management Group
Jacksonville,
Florida
|
-$6.68M |
| 2 |
LPL Financial
San Diego,
California
|
-$148K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$90.8K |
| 4 |
Advisor Group
Phoenix,
Arizona
|
-$74.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$68.3K |
GTO Hedge Fund Activity: Q3 2018 in Review
22 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q3 2018, worth a combined $15.5M — down 20% from $19.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of GTO and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 8 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $874K. The largest seller was Sanchez Wealth Management Group, exiting entirely with an estimated $6.68M sold.
- 22 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q3 2018, down from 23 in Q2 2018.
- Funds reported $15.5M of Invesco Total Return Bond ETF stock for Q3 2018, down 20% quarter-over-quarter.
- 3 funds opened new Invesco Total Return Bond ETF positions in Q3 2018 and 4 closed out, a net change of -1 holder.
- The largest Invesco Total Return Bond ETF buyer in Q3 2018 was Private Advisor Group, an estimated $874K added.
- The largest Invesco Total Return Bond ETF seller in Q3 2018 was Sanchez Wealth Management Group, an estimated $6.68M sold.
Based on aggregated 13F filings for Q3 2018.