Invesco Total Return Bond ETF
133 hedge funds and large institutions have $642M invested in Invesco Total Return Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 12 closing their positions.
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
9% more funds holding
Funds holding: 122 → 133 (+11)
1.41% more ownership
Funds ownership: 61.58% → 62.99% (+1.4%)
4% less capital invested
Capital invested by funds: $670M → $642M (-$27.6M)
9% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$27.5M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$18.8M |
| 3 |
RFA
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
+$9.88M |
| 4 |
Morgan Stanley
New York
|
+$8.47M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$19.3M |
| 2 |
IWP
Insight Wealth Partners
Plano,
Texas
|
-$19M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$14.3M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$9.13M |
| 5 |
OC
Oppenheimer & Co
New York
|
-$7.49M |
GTO Hedge Fund Activity: Q1 2022 in Review
133 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q1 2022, worth a combined $642M — down 4.1% from $670M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new GTO positions and 12 closed out — a net gain of 13 holders — while 48 added to existing stakes and 53 trimmed.
The largest buyer was Jane Street, adding an estimated $27.5M. The largest seller was LPL Financial, cutting an estimated $19.3M.
- 133 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q1 2022, up from 122 in Q4 2021.
- Funds reported $642M of Invesco Total Return Bond ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
- 25 funds opened new Invesco Total Return Bond ETF positions in Q1 2022 and 12 closed out, a net change of +13 holders.
- The largest Invesco Total Return Bond ETF buyer in Q1 2022 was Jane Street, an estimated $27.5M added.
- The largest Invesco Total Return Bond ETF seller in Q1 2022 was LPL Financial, an estimated $19.3M sold.
Based on aggregated 13F filings for Q1 2022.