Invesco Total Return Bond ETF
168 hedge funds and large institutions have $1.2B invested in Invesco Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 55 reducing their positions, and 18 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 55
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
9% more capital invested
Capital invested by funds: $1.1B → $1.2B (+$100M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more funds holding
Funds holding: 163 → 168 (+5)
2.29% less ownership
Funds ownership: 90.46% → 88.17% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
Tidemark
San Diego,
California
|
+$15.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.9M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$7.96M |
| 5 |
FD
Financial Designs
Claremont,
California
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$15M |
| 4 |
NFA
Northwest Financial Advisors
Herndon,
Virginia
|
-$13.7M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.8M |
GTO Hedge Fund Activity: Q1 2024 in Review
168 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q1 2024, worth a combined $1.2B — up 9.1% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new GTO positions and 18 closed out — a net gain of 5 holders — while 74 added to existing stakes and 55 trimmed.
The largest buyer was Tidemark, adding an estimated $15.2M. The largest seller was Osaic Holdings, cutting an estimated $19.4M.
- 168 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q1 2024, up from 163 in Q4 2023.
- Funds reported $1.2B of Invesco Total Return Bond ETF stock for Q1 2024, up 9.1% quarter-over-quarter.
- 23 funds opened new Invesco Total Return Bond ETF positions in Q1 2024 and 18 closed out, a net change of +5 holders.
- The largest Invesco Total Return Bond ETF buyer in Q1 2024 was Tidemark, an estimated $15.2M added.
- The largest Invesco Total Return Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $19.4M sold.
Based on aggregated 13F filings for Q1 2024.