Invesco Total Return Bond ETF
167 hedge funds and large institutions have $1.15B invested in Invesco Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
1% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 68
1% less funds holding
Funds holding: 168 → 167 (-1)
4% less capital invested
Capital invested by funds: $1.2B → $1.15B (-$49.3M)
1.34% less ownership
Funds ownership: 88.17% → 86.83% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMI
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
+$26.3M |
| 2 |
T
Tidemark
San Diego,
California
|
+$15M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$12.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.2M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$24.2M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$9.2M |
| 3 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$6.29M |
| 4 |
BC
Brio Consultants
San Francisco,
California
|
-$5.42M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.55M |
GTO Hedge Fund Activity: Q2 2024 in Review
167 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q2 2024, worth a combined $1.15B — down 4.1% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GTO positions and 14 closed out — a net gain of 3 holders — while 69 added to existing stakes and 68 trimmed.
The largest buyer was Landmark Wealth Management (Illinois), opening a new position worth an estimated $26.3M. The largest seller was GeoWealth Management, cutting an estimated $24.2M.
- 167 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q2 2024, down from 168 in Q1 2024.
- Funds reported $1.15B of Invesco Total Return Bond ETF stock for Q2 2024, down 4.1% quarter-over-quarter.
- 17 funds opened new Invesco Total Return Bond ETF positions in Q2 2024 and 14 closed out, a net change of +3 holders.
- The largest Invesco Total Return Bond ETF buyer in Q2 2024 was Landmark Wealth Management (Illinois), an estimated $26.3M added.
- The largest Invesco Total Return Bond ETF seller in Q2 2024 was GeoWealth Management, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2024.