Invesco Total Return Bond ETF
GTO
137 hedge funds and large institutions have $883M invested in Invesco Total Return Bond ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
45% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 44
20% more capital invested
Capital invested by funds: $734M → $883M (+$149M)
12.94% more ownership
Funds ownership: 76.31% → 89.25% (+13%)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more funds holding
Funds holding: 127 → 137 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$113M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.2M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$22.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$12.6M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$14.7M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$10.1M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$7.34M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$5.58M |
| 5 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$4.83M |
GTO Hedge Fund Activity: Q2 2023 in Review
137 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q2 2023, worth a combined $883M — up 20% from $734M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new GTO positions and 12 closed out — a net gain of 11 holders — while 64 added to existing stakes and 44 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $113M. The largest seller was Money Concepts Capital, cutting an estimated $14.7M.
- 137 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q2 2023, up from 127 in Q1 2023.
- Funds reported $883M of Invesco Total Return Bond ETF stock for Q2 2023, up 20% quarter-over-quarter.
- 23 funds opened new Invesco Total Return Bond ETF positions in Q2 2023 and 12 closed out, a net change of +11 holders.
- The largest Invesco Total Return Bond ETF buyer in Q2 2023 was Osaic Holdings, an estimated $113M added.
- The largest Invesco Total Return Bond ETF seller in Q2 2023 was Money Concepts Capital, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2023.