Invesco Total Return Bond ETF
130 hedge funds and large institutions have $592M invested in Invesco Total Return Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 19 closing their positions.
39% more capital inflows, than outflows
Capital inflows: $145M | Capital outflows: $104M
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
4.43% more ownership
Funds ownership: 69.8% → 74.23% (+4.4%)
1% more funds holding
Funds holding: 129 → 130 (+1)
19% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.1M |
| 3 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$11.1M |
| 4 |
Morgan Stanley
New York
|
+$9.73M |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$7.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$35.6M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$11.3M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$7.96M |
| 4 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$6.56M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$6.02M |
GTO Hedge Fund Activity: Q4 2022 in Review
130 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q4 2022, worth a combined $592M — up 8.9% from $544M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new GTO positions and 19 closed out — a net gain of 4 holders — while 44 added to existing stakes and 54 trimmed.
The largest buyer was Bank of America, adding an estimated $22.9M. The largest seller was Jane Street, exiting entirely with an estimated $35.6M sold.
- 130 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q4 2022, up from 129 in Q3 2022.
- Funds reported $592M of Invesco Total Return Bond ETF stock for Q4 2022, up 8.9% quarter-over-quarter.
- 23 funds opened new Invesco Total Return Bond ETF positions in Q4 2022 and 19 closed out, a net change of +4 holders.
- The largest Invesco Total Return Bond ETF buyer in Q4 2022 was Bank of America, an estimated $22.9M added.
- The largest Invesco Total Return Bond ETF seller in Q4 2022 was Jane Street, an estimated $35.6M sold.
Based on aggregated 13F filings for Q4 2022.