Invesco Total Return Bond ETF
GTO
53 hedge funds and large institutions have $163M invested in Invesco Total Return Bond ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
25% more capital invested
Capital invested by funds: $130M → $163M (+$32.8M)
20% more funds holding
Funds holding: 44 → 53 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.03% less ownership
Funds ownership: 63.1% → 60.08% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$9.38M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.5M |
| 4 |
Jane Street
New York
|
+$4.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$9.26M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.7M |
| 3 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$868K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$696K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$687K |
GTO Hedge Fund Activity: Q1 2020 in Review
53 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q1 2020, worth a combined $163M — up 25% from $130M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GTO positions and 4 closed out — a net gain of 13 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Mainstay Capital Management, cutting an estimated $9.26M.
- 53 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q1 2020, up from 44 in Q4 2019.
- Funds reported $163M of Invesco Total Return Bond ETF stock for Q1 2020, up 25% quarter-over-quarter.
- 17 funds opened new Invesco Total Return Bond ETF positions in Q1 2020 and 4 closed out, a net change of +13 holders.
- The largest Invesco Total Return Bond ETF buyer in Q1 2020 was Morgan Stanley, an estimated $10.1M added.
- The largest Invesco Total Return Bond ETF seller in Q1 2020 was Mainstay Capital Management, an estimated $9.26M sold.
Based on aggregated 13F filings for Q1 2020.