Invesco Total Return Bond ETF
GTO
65 hedge funds and large institutions have $230M invested in Invesco Total Return Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 9 reducing their positions, and 7 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 9
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
41% more capital invested
Capital invested by funds: $162M → $230M (+$67.2M)
8% more funds holding
Funds holding: 60 → 65 (+5)
4.73% more ownership
Funds ownership: 54.17% → 58.9% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$14.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$11.6M |
| 3 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$10.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.77M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.8M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$3.34M |
| 3 |
Jane Street
New York
|
-$2.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$984K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$694K |
GTO Hedge Fund Activity: Q3 2020 in Review
65 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q3 2020, worth a combined $230M — up 41% from $162M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GTO positions and 7 closed out — a net gain of 5 holders — while 36 added to existing stakes and 9 trimmed.
The largest buyer was Insight Wealth Partners, opening a new position worth an estimated $14.8M. The largest seller was Morgan Stanley, cutting an estimated $9.8M.
- 65 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q3 2020, up from 60 in Q2 2020.
- Funds reported $230M of Invesco Total Return Bond ETF stock for Q3 2020, up 41% quarter-over-quarter.
- 12 funds opened new Invesco Total Return Bond ETF positions in Q3 2020 and 7 closed out, a net change of +5 holders.
- The largest Invesco Total Return Bond ETF buyer in Q3 2020 was Insight Wealth Partners, an estimated $14.8M added.
- The largest Invesco Total Return Bond ETF seller in Q3 2020 was Morgan Stanley, an estimated $9.8M sold.
Based on aggregated 13F filings for Q3 2020.