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)
18% more capital inflows, than outflows
Capital inflows: $1.56M | Capital outflows: $1.32M
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 |
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 |
GTOS Hedge Fund Activity: Q1 2024 in Review
8 of the 6,966 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.