Invesco Total Return Bond ETF
190 hedge funds and large institutions have $1.61B invested in Invesco Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
65% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 55
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
7% more funds holding
Funds holding: 177 → 190 (+13)
4% more capital invested
Capital invested by funds: $1.55B → $1.61B (+$58M)
0.72% less ownership
Funds ownership: 89.66% → 88.93% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$23.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.7M |
| 3 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
+$12.1M |
| 4 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$9.9M |
| 5 |
Morgan Stanley
New York
|
+$8.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.58M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$7.32M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$6.64M |
| 5 |
T
Tidemark
San Diego,
California
|
-$4.17M |
GTO Hedge Fund Activity: Q4 2024 in Review
190 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Invesco Total Return Bond ETF (GTO) for Q4 2024, worth a combined $1.61B — up 3.7% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new GTO positions and 15 closed out — a net gain of 15 holders — while 91 added to existing stakes and 55 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $23.9M. The largest seller was Osaic Holdings, cutting an estimated $12M.
- 190 institutional investors held Invesco Total Return Bond ETF (GTO) as of Q4 2024, up from 177 in Q3 2024.
- Funds reported $1.61B of Invesco Total Return Bond ETF stock for Q4 2024, up 3.7% quarter-over-quarter.
- 30 funds opened new Invesco Total Return Bond ETF positions in Q4 2024 and 15 closed out, a net change of +15 holders.
- The largest Invesco Total Return Bond ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $23.9M added.
- The largest Invesco Total Return Bond ETF seller in Q4 2024 was Osaic Holdings, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2024.