Invesco Total Return Bond ETF
136 hedge funds and large institutions have $895M invested in Invesco Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 42 reducing their positions, and 15 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 42
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1.98% more ownership
Funds ownership: 89.25% → 91.23% (+2%)
1% more capital invested
Capital invested by funds: $883M → $895M (+$12.6M)
1% less funds holding
Funds holding: 137 → 136 (-1)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$23.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.8M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.75M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Leelyn Smith
Geneva,
Illinois
|
-$8.08M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.66M |
| 3 |
Jane Street
New York
|
-$5.04M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$4.99M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.86M |
GTO Hedge Fund Activity: Q3 2023 in Review
136 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q3 2023, worth a combined $895M — up 1.4% from $883M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GTO positions and 15 closed out — a net gain of 2 holders — while 71 added to existing stakes and 42 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $23.9M. The largest seller was Leelyn Smith, exiting entirely with an estimated $8.08M sold.
- 136 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q3 2023, down from 137 in Q2 2023.
- Funds reported $895M of Invesco Total Return Bond ETF stock for Q3 2023, up 1.4% quarter-over-quarter.
- 17 funds opened new Invesco Total Return Bond ETF positions in Q3 2023 and 15 closed out, a net change of +2 holders.
- The largest Invesco Total Return Bond ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $23.9M added.
- The largest Invesco Total Return Bond ETF seller in Q3 2023 was Leelyn Smith, an estimated $8.08M sold.
Based on aggregated 13F filings for Q3 2023.