Invesco Total Return Bond ETF
GTO
108 hedge funds and large institutions have $588M invested in Invesco Total Return Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 10 closing their positions.
170% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 23
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
18% more capital invested
Capital invested by funds: $499M → $588M (+$89M)
5% more funds holding
Funds holding: 103 → 108 (+5)
1.97% less ownership
Funds ownership: 63.88% → 61.91% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$22.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.99M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$4.74M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.08M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.86M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.54M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$1.51M |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$1.43M |
GTO Hedge Fund Activity: Q3 2021 in Review
108 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q3 2021, worth a combined $588M — up 18% from $499M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GTO positions and 10 closed out — a net gain of 7 holders — while 62 added to existing stakes and 23 trimmed.
The largest buyer was Paragon Wealth Strategies, adding an estimated $22.8M. The largest seller was NewEdge Advisors, cutting an estimated $2.08M.
- 108 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q3 2021, up from 103 in Q2 2021.
- Funds reported $588M of Invesco Total Return Bond ETF stock for Q3 2021, up 18% quarter-over-quarter.
- 17 funds opened new Invesco Total Return Bond ETF positions in Q3 2021 and 10 closed out, a net change of +7 holders.
- The largest Invesco Total Return Bond ETF buyer in Q3 2021 was Paragon Wealth Strategies, an estimated $22.8M added.
- The largest Invesco Total Return Bond ETF seller in Q3 2021 was NewEdge Advisors, an estimated $2.08M sold.
Based on aggregated 13F filings for Q3 2021.