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GTOQ

Invesco High Yield Systematic Bond ETF

17 hedge funds and large institutions have $34.3M invested in Invesco High Yield Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more funds holding

Funds holding: 1517 (+2)

8.77% more ownership

Funds ownership: 71.5%80.28% (+8.8%)

2% more capital invested

Capital invested by funds: $33.5M → $34.3M (+$816K)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$26.7M -$194K -8,759 -0.7%
SP
2
Sequent Planning
Nebraska
$1.38M +$1.37M +61,918 New
AC
3
Avestar Capital
New York
$1.35M +$863K +38,880 +179%
Citadel Advisors
4
Citadel Advisors
Florida
$1.19M +$1.18M +53,242 New
LPL Financial
5
LPL Financial
California
$1.03M +$131K +5,907 +15%
WIA
6
World Investment Advisors
California
$583K +$579K +26,074 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$487K -$1.71K -77 -0.4%
WIM
8
Westside Investment Management
California
$485K
Osaic Holdings
9
Osaic Holdings
Arizona
$286K -$24K -1,083 -8%
EWA
10
Emergent Wealth Advisors
New York
$247K +$245K +11,055 New
EH
11
Equitable Holdings
New York
$222K -$110K -4,959 -33%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$208K
AF
13
Advisornet Financial
Minnesota
$44.9K
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$24K +$13.5K +607 +128%
CFD
15
Creative Financial Designs
Indiana
$8.45K +$8.39K +378 New
WWMSC
16
Wagner Wealth Management (South Carolina)
South Carolina
$3.24K +$3.22K +145 New
UBS Group
17
UBS Group
Switzerland
$224 -$8.41K -379 -97%
SW
18
Simplicity Wealth
New Jersey
-$1.36M -60,847 Closed
AWA
19
Arete Wealth Advisors
Illinois
-$995K -44,441 Closed
SFS
20
Security Financial Services
Indiana
-$609K -27,196 Closed
HPC
21
Hobart Private Capital
North Carolina
-$260K -11,616 Closed

GTOQ Hedge Fund Activity: Q1 2024 in Review

17 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Systematic Bond ETF (GTOQ) for Q1 2024, worth a combined $34.3M — up 2.4% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GTOQ positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.18M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $1.36M sold.

  • 17 institutional investors held Invesco High Yield Systematic Bond ETF (GTOQ) as of Q1 2024, up from 15 in Q4 2023.
  • Funds reported $34.3M of Invesco High Yield Systematic Bond ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 6 funds opened new Invesco High Yield Systematic Bond ETF positions in Q1 2024 and 4 closed out, a net change of +2 holders.
  • The largest Invesco High Yield Systematic Bond ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.18M added.
  • The largest Invesco High Yield Systematic Bond ETF seller in Q1 2024 was Simplicity Wealth, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2024.