Invesco Total Return Bond ETF
163 hedge funds and large institutions have $1.1B invested in Invesco Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 9 closing their positions.
311% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 9
26% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 50
23% more capital invested
Capital invested by funds: $895M → $1.1B (+$206M)
20% more funds holding
Funds holding: 136 → 163 (+27)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0.78% less ownership
Funds ownership: 91.23% → 90.46% (-0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KW
KWB Wealth
Redlands,
California
|
+$35.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$25.6M |
| 3 |
Morgan Stanley
New York
|
+$16.6M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$14.2M |
| 5 |
APW
Acima Private Wealth
Richmond,
Virginia
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$12.4M |
| 2 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
-$10.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.31M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.99M |
| 5 |
AWA
Alta Wealth Advisors
Woburn,
Massachusetts
|
-$2.99M |
GTO Hedge Fund Activity: Q4 2023 in Review
163 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q4 2023, worth a combined $1.1B — up 23% from $895M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new GTO positions and 9 closed out — a net gain of 28 holders — while 63 added to existing stakes and 50 trimmed.
The largest buyer was KWB Wealth, opening a new position worth an estimated $35.9M. The largest seller was Integrated Wealth Concepts, cutting an estimated $12.4M.
- 163 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q4 2023, up from 136 in Q3 2023.
- Funds reported $1.1B of Invesco Total Return Bond ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 37 funds opened new Invesco Total Return Bond ETF positions in Q4 2023 and 9 closed out, a net change of +28 holders.
- The largest Invesco Total Return Bond ETF buyer in Q4 2023 was KWB Wealth, an estimated $35.9M added.
- The largest Invesco Total Return Bond ETF seller in Q4 2023 was Integrated Wealth Concepts, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2023.