Invesco Total Return Bond ETF
GTO
122 hedge funds and large institutions have $670M invested in Invesco Total Return Bond ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
14% more capital invested
Capital invested by funds: $588M → $670M (+$81.9M)
13% more funds holding
Funds holding: 108 → 122 (+14)
0.33% less ownership
Funds ownership: 61.91% → 61.58% (-0.33%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.9M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$8.51M |
| 3 |
OC
Oppenheimer & Co
New York
|
+$7.51M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.36M |
| 5 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$4.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$20.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.31M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$2.69M |
| 5 |
GWA
GGM Wealth Advisors
Baltimore,
Maryland
|
-$2.03M |
GTO Hedge Fund Activity: Q4 2021 in Review
122 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q4 2021, worth a combined $670M — up 14% from $588M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new GTO positions and 13 closed out — a net gain of 16 holders — while 50 added to existing stakes and 35 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.9M. The largest seller was Focus Financial Network, exiting entirely with an estimated $20.3M sold.
- 122 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q4 2021, up from 108 in Q3 2021.
- Funds reported $670M of Invesco Total Return Bond ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 29 funds opened new Invesco Total Return Bond ETF positions in Q4 2021 and 13 closed out, a net change of +16 holders.
- The largest Invesco Total Return Bond ETF buyer in Q4 2021 was LPL Financial, an estimated $21.9M added.
- The largest Invesco Total Return Bond ETF seller in Q4 2021 was Focus Financial Network, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2021.