Invesco Short Duration Total Return Bond ETF
GTOS
6 hedge funds and large institutions have $2.76M invested in Invesco Short Duration Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $2.7M → $2.76M (+$63.4K)
0.14% more ownership
Funds ownership: 27.52% → 27.67% (+0.14%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$22.5K |
| 2 |
CA
Claro Advisors
Boston,
Massachusetts
|
+$961 |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$739 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$567 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.62K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Invesco
Atlanta,
Georgia
| $1.2M | – | – | – |
|
|
OIA
2
OneDigital Investment Advisors
Overland Park,
Kansas
| $675K | +$22.5K | +913 | +3% |
|
|
3
Jane Street
New York
| $500K | -$5.62K | -228 | -1% |
|
|
CA
4
Claro Advisors
Boston,
Massachusetts
| $330K | +$961 | +39 | +0.3% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $58.5K | +$567 | +23 | +1% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $749 | +$739 | +30 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$4.95K | -202 | Closed |
|
GTOS Hedge Fund Activity: Q4 2023 in Review
6 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Duration Total Return Bond ETF (GTOS) for Q4 2023, worth a combined $2.76M — up 2.4% from $2.7M a quarter earlier.
Fund positioning in GTOS was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $22.5K. The largest seller was Jane Street, cutting an estimated $5.62K.
- 6 institutional investors held Invesco Short Duration Total Return Bond ETF (GTOS) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $2.76M of Invesco Short Duration Total Return Bond ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
- 1 fund opened new Invesco Short Duration Total Return Bond ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Invesco Short Duration Total Return Bond ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $22.5K added.
- The largest Invesco Short Duration Total Return Bond ETF seller in Q4 2023 was Jane Street, an estimated $5.62K sold.
Based on aggregated 13F filings for Q4 2023.