Invesco Total Return Bond ETF
103 hedge funds and large institutions have $499M invested in Invesco Total Return Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
124% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 21
20% more capital invested
Capital invested by funds: $417M → $499M (+$82M)
16% more funds holding
Funds holding: 89 → 103 (+14)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5.19% less ownership
Funds ownership: 69.06% → 63.88% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.3M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$13.2M |
| 3 |
Morgan Stanley
New York
|
+$8.18M |
| 4 |
GWA
GGM Wealth Advisors
Baltimore,
Maryland
|
+$6.14M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.16M |
| 2 |
Jane Street
New York
|
-$2.87M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.52M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.11M |
| 5 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$835K |
GTO Hedge Fund Activity: Q2 2021 in Review
103 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q2 2021, worth a combined $499M — up 20% from $417M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new GTO positions and 12 closed out — a net gain of 16 holders — while 47 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.3M. The largest seller was Citadel Advisors, cutting an estimated $4.16M.
- 103 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q2 2021, up from 89 in Q1 2021.
- Funds reported $499M of Invesco Total Return Bond ETF stock for Q2 2021, up 20% quarter-over-quarter.
- 28 funds opened new Invesco Total Return Bond ETF positions in Q2 2021 and 12 closed out, a net change of +16 holders.
- The largest Invesco Total Return Bond ETF buyer in Q2 2021 was LPL Financial, an estimated $25.3M added.
- The largest Invesco Total Return Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $4.16M sold.
Based on aggregated 13F filings for Q2 2021.