Invesco Short Duration Total Return Bond ETF
GTOS
5 hedge funds and large institutions have $3.18M invested in Invesco Short Duration Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
1.72% less ownership
Funds ownership: 33.68% → 31.96% (-1.7%)
6% less capital invested
Capital invested by funds: $3.39M → $3.18M (-$210K)
38% less funds holding
Funds holding: 8 → 5 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$60K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$42.5K |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$6.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$276K |
| 2 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$5.82K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$756 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.27M | +$42.5K | +1,701 | +3% |
|
2
Invesco
Atlanta,
Georgia
| $1.19M | – | – | – |
|
|
CA
3
Claro Advisors
Boston,
Massachusetts
| $315K | -$5.82K | -233 | -2% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $230K | +$60K | +2,400 | +35% |
|
|
WWMSC
5
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $172K | +$6.37K | +255 | +4% |
|
|
6
Jane Street
New York
| – | -$276K | -10,972 | Closed |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$756 | -30 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
GTOS Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Short Duration Total Return Bond ETF (GTOS) for Q4 2024, worth a combined $3.18M — down 6.2% from $3.39M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of GTOS and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Osaic Holdings, adding an estimated $60K. The largest seller was Jane Street, exiting entirely with an estimated $276K sold.
- 5 institutional investors held Invesco Short Duration Total Return Bond ETF (GTOS) as of Q4 2024, down from 8 in Q3 2024.
- Funds reported $3.18M of Invesco Short Duration Total Return Bond ETF stock for Q4 2024, down 6.2% quarter-over-quarter.
- 0 funds opened new Invesco Short Duration Total Return Bond ETF positions in Q4 2024 and 3 closed out, a net change of -3 holders.
- The largest Invesco Short Duration Total Return Bond ETF buyer in Q4 2024 was Osaic Holdings, an estimated $60K added.
- The largest Invesco Short Duration Total Return Bond ETF seller in Q4 2024 was Jane Street, an estimated $276K sold.
Based on aggregated 13F filings for Q4 2024.