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GTOQ
Invesco High Yield Systematic Bond ETF
GTOQ
GTOQ
13 hedge funds and large institutions have $30.4M invested in Invesco High Yield Systematic Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
63% more funds holding
Funds holding: 8 → 13 (+5)
1% more capital invested
Capital invested by funds: $30M → $30.4M (+$353K)
8.26% less ownership
Funds ownership: 81.38% → 73.11% (-8.3%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
–
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$778K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$303K |
| 3 |
LPL Financial
San Diego,
California
|
-$115K |
| 4 |
EH
Equitable Holdings
New York
|
-$97.2K |
| 5 |
AC
Avestar Capital
New York
|
-$45.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $26.1M | -$303K | -14,024 | -1% |
|
|
2
LPL Financial
San Diego,
California
| $842K | -$115K | -5,309 | -12% |
|
|
SFS
3
Security Financial Services
Fort Wayne,
Indiana
| $710K | +$720K | +33,332 | New |
|
|
EH
4
Equitable Holdings
New York
| $472K | -$97.2K | -4,501 | -17% |
|
|
WIM
5
Westside Investment Management
Santa Monica,
California
| $462K | – | – | – |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $421K | +$426K | +19,736 | New |
|
|
AC
7
Avestar Capital
New York
| $372K | -$45.9K | -2,126 | -11% |
|
|
PFG
8
PAX Financial Group
San Antonio,
Texas
| $299K | +$303K | +14,040 | New |
|
|
SW
9
Simplicity Wealth
Summit,
New Jersey
| $285K | +$289K | +13,391 | New |
|
10
Jane Street
New York
| $203K | +$206K | +9,522 | New |
|
|
CFD
11
Creative Financial Designs
Kokomo,
Indiana
| $131K | +$133K | +6,164 | New |
|
|
AF
12
Advisornet Financial
Minnetonka,
Minnesota
| $111K | – | – | – |
|
13
National Bank of Canada
Montreal,
Quebec, Canada
| $10.4K | -$216 | -10 | -2% |
|
|
AWA
14
Arete Wealth Advisors
Chicago,
Illinois
| – | -$778K | -36,044 | Closed |
|