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GTOQ

Invesco High Yield Systematic Bond ETF

16 hedge funds and large institutions have $45.8M invested in Invesco High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $47.4M → $45.8M (-$1.68M)

5.01% less ownership

Funds ownership: 89.72%84.71% (-5%)

16% less funds holding

Funds holding: 1916 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
3
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$26.4M -$181K -8,002 -0.7%
MAG
2
MRA Advisory Group
New Jersey
$12M +$591K +26,134 +5%
IAA
3
Independent Advisor Alliance
North Carolina
$1.74M +$1.75M +77,282 New
LPL Financial
4
LPL Financial
California
$1.73M -$1.48M -65,539 -46%
WIA
5
World Investment Advisors
California
$1.05M -$332K -14,683 -24%
AC
6
Avestar Capital
New York
$1.02M -$113K -5,007 -10%
WIM
7
Westside Investment Management
California
$443K -$45.3K -2,000 -9%
KAS
8
Kestra Advisory Services
Texas
$435K +$7.74K +342 +2%
Jane Street
9
Jane Street
New York
$343K -$721K -31,857 -68%
Osaic Holdings
10
Osaic Holdings
Arizona
$304K
SP
11
Sequent Planning
Nebraska
$246K -$17.6K -777 -7%
AWM
12
AE Wealth Management
Kansas
$19.4K +$19.5K +861 New
CFD
13
Creative Financial Designs
Indiana
$8.51K
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$7.68K -$16.8K -743 -69%
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$3.34K +$68 +3 +2%
Morgan Stanley
16
Morgan Stanley
New York
$23 +$23 +1 New
Citadel Advisors
17
Citadel Advisors
Florida
-$431K -18,973 Closed
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
-$279K -12,270 Closed
AF
19
Advisornet Financial
Minnesota
-$45.6K -2,009 Closed
UBS Group
20
UBS Group
Switzerland
-$2.2K -97 Closed
CAL
21
Capital Analysts LLC
Pennsylvania
-$1K -59 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$23 -1 Closed

GTOQ Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Systematic Bond ETF (GTOQ) for Q4 2024, worth a combined $45.8M — down 3.5% from $47.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GTOQ and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $1.48M.

  • 16 institutional investors held Invesco High Yield Systematic Bond ETF (GTOQ) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $45.8M of Invesco High Yield Systematic Bond ETF stock for Q4 2024, down 3.5% quarter-over-quarter.
  • 3 funds opened new Invesco High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of -3 holders.
  • The largest Invesco High Yield Systematic Bond ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $1.75M added.
  • The largest Invesco High Yield Systematic Bond ETF seller in Q4 2024 was LPL Financial, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2024.