Invesco Short Duration Total Return Bond ETF
GTOS
8 hedge funds and large institutions have $2.98M invested in Invesco Short Duration Total Return Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
8% more capital invested
Capital invested by funds: $2.76M → $2.98M (+$218K)
2.36% more ownership
Funds ownership: 27.67% → 30.03% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$468K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$461K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$301K |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$164K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$821K |
| 2 |
Jane Street
New York
|
-$500K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$749 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
1
OneDigital Investment Advisors
Overland Park,
Kansas
| $829K | +$158K | +6,356 | +24% |
|
|
2
LPL Financial
San Diego,
California
| $467K | +$468K | +18,810 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $459K | +$461K | +18,515 | New |
|
|
4
Invesco
Atlanta,
Georgia
| $372K | -$821K | -33,000 | -69% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $359K | +$301K | +12,113 | +517% |
|
|
CA
6
Claro Advisors
Boston,
Massachusetts
| $329K | +$1.52K | +61 | +0.5% |
|
|
WWMSC
7
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $164K | +$164K | +6,609 | New |
|
8
UBS Group
Zurich,
Switzerland
| $1.24K | +$1.24K | +50 | New |
|
|
9
Jane Street
New York
| – | -$500K | -20,047 | Closed |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$749 | -30 | Closed |
|
GTOS Hedge Fund Activity: Q1 2024 in Review
8 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Duration Total Return Bond ETF (GTOS) for Q1 2024, worth a combined $2.98M — up 7.9% from $2.76M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GTOS positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $468K. The largest seller was Invesco, cutting an estimated $821K.
- 8 institutional investors held Invesco Short Duration Total Return Bond ETF (GTOS) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $2.98M of Invesco Short Duration Total Return Bond ETF stock for Q1 2024, up 7.9% quarter-over-quarter.
- 4 funds opened new Invesco Short Duration Total Return Bond ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest Invesco Short Duration Total Return Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $468K added.
- The largest Invesco Short Duration Total Return Bond ETF seller in Q1 2024 was Invesco, an estimated $821K sold.
Based on aggregated 13F filings for Q1 2024.