Invesco Total Return Bond ETF
86 hedge funds and large institutions have $305M invested in Invesco Total Return Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 7 closing their positions.
310% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 10
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
33% more capital invested
Capital invested by funds: $230M → $305M (+$75.6M)
32% more funds holding
Funds holding: 65 → 86 (+21)
2.6% less ownership
Funds ownership: 58.9% → 56.3% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Leelyn Smith
Geneva,
Illinois
|
+$14.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.6M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$4.51M |
| 5 |
CRCM
Corbett Road Capital Management
Mclean,
Virginia
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$4.15M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$3.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.27M |
| 4 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$1.87M |
| 5 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$1.8M |
GTO Hedge Fund Activity: Q4 2020 in Review
86 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q4 2020, worth a combined $305M — up 33% from $230M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new GTO positions and 7 closed out — a net gain of 21 holders — while 41 added to existing stakes and 10 trimmed.
The largest buyer was Leelyn Smith, adding an estimated $14.9M. The largest seller was Mainstay Capital Management, cutting an estimated $4.15M.
- 86 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q4 2020, up from 65 in Q3 2020.
- Funds reported $305M of Invesco Total Return Bond ETF stock for Q4 2020, up 33% quarter-over-quarter.
- 28 funds opened new Invesco Total Return Bond ETF positions in Q4 2020 and 7 closed out, a net change of +21 holders.
- The largest Invesco Total Return Bond ETF buyer in Q4 2020 was Leelyn Smith, an estimated $14.9M added.
- The largest Invesco Total Return Bond ETF seller in Q4 2020 was Mainstay Capital Management, an estimated $4.15M sold.
Based on aggregated 13F filings for Q4 2020.