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GTOS

Invesco Short Duration Total Return Bond ETF

6 hedge funds and large institutions have $2.7M invested in Invesco Short Duration Total Return Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 36 (+3)

54% more capital invested

Capital invested by funds: $1.75M → $2.7M (+$948K)

9.77% more ownership

Funds ownership: 17.75%27.52% (+9.8%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.18M
OIA
2
OneDigital Investment Advisors
Kansas
$641K +$411K +16,668 +176%
Jane Street
3
Jane Street
New York
$497K +$500K +20,275 New
CA
4
Claro Advisors
Massachusetts
$323K -$9.32K -378 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$56.9K +$57.2K +2,320 New
UBS Group
6
UBS Group
Switzerland
$4.95K +$4.98K +202 New

GTOS Hedge Fund Activity: Q3 2023 in Review

6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Duration Total Return Bond ETF (GTOS) for Q3 2023, worth a combined $2.7M — up 54% from $1.75M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new GTOS positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $500K. The largest seller was Claro Advisors, cutting an estimated $9.32K.

  • 6 institutional investors held Invesco Short Duration Total Return Bond ETF (GTOS) as of Q3 2023, up from 3 in Q2 2023.
  • Funds reported $2.7M of Invesco Short Duration Total Return Bond ETF stock for Q3 2023, up 54% quarter-over-quarter.
  • 3 funds opened new Invesco Short Duration Total Return Bond ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest Invesco Short Duration Total Return Bond ETF buyer in Q3 2023 was Jane Street, an estimated $500K added.
  • The largest Invesco Short Duration Total Return Bond ETF seller in Q3 2023 was Claro Advisors, an estimated $9.32K sold.

Based on aggregated 13F filings for Q3 2023.