Invesco Total Return Bond ETF
89 hedge funds and large institutions have $417M invested in Invesco Total Return Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.
309% more capital inflows, than outflows
Capital inflows: $160M | Capital outflows: $39.2M
58% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 26
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
12.76% more ownership
Funds ownership: 56.3% → 69.06% (+13%)
3% more funds holding
Funds holding: 86 → 89 (+3)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.3M |
| 2 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$21.3M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$20.1M |
| 4 |
Level Four Advisory Services
Dallas,
Texas
|
+$13.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Destiny Wealth Partners
Tavares,
Florida
|
-$7.12M |
| 2 |
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$7.03M |
| 3 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.26M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.44M |
| 5 |
Corbett Road Capital Management
Mclean,
Virginia
|
-$2.23M |
GTO Hedge Fund Activity: Q1 2021 in Review
89 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q1 2021, worth a combined $417M — up 37% from $305M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GTO positions and 8 closed out — a net gain of 4 holders — while 41 added to existing stakes and 26 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $24.3M. The largest seller was Destiny Wealth Partners, cutting an estimated $7.12M.
- 89 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q1 2021, up from 86 in Q4 2020.
- Funds reported $417M of Invesco Total Return Bond ETF stock for Q1 2021, up 37% quarter-over-quarter.
- 12 funds opened new Invesco Total Return Bond ETF positions in Q1 2021 and 8 closed out, a net change of +4 holders.
- The largest Invesco Total Return Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $24.3M added.
- The largest Invesco Total Return Bond ETF seller in Q1 2021 was Destiny Wealth Partners, an estimated $7.12M sold.
Based on aggregated 13F filings for Q1 2021.