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Invesco Ultra Short Duration ETF
216 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
50% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 60
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
17% more capital invested
Capital invested by funds: $1.26B → $1.48B (+$218M)
14% more funds holding
Funds holding: 190 → 216 (+26)
0.77% less ownership
Funds ownership: 50.7% → 49.92% (-0.77%)
Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
4.36%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
45
Increased
90
Reduced
60
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$27.6M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$20.3M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$13.9M |
| 4 |
VBFG
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$13.5M |
| 5 |
Morgan Stanley
New York
|
+$13M |
Top Sellers
| 1 |
Jane Street
New York
|
-$9.56M |
| 2 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
-$8.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.63M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$4.71M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIP
226
Greatmark Investment Partners
Columbus,
Georgia
| – | -$202K | -4,000 | Closed |
|
|
VFA
227
Valeo Financial Advisors
Carmel,
Indiana
| – | -$114K | -2,263 | Closed |
|
|
OCM
228
Orser Capital Management
Southlake,
Texas
| – | -$205K | -828 | Closed |
|
|
APC
229
Aspire Private Capital
Cornelius,
North Carolina
| – | -$41K | -805 | Closed |
|
|
PCA
230
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$40K | -785 | Closed |
|
|
BHWM
231
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$18K | -352 | Closed |
|
|
TFA
232
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$6K | -108 | Closed |
|
|
OPS
233
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$5K | -96 | Closed |
|
234
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -83 | Closed |
|