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Invesco Ultra Short Duration ETF

237 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$44K +$44.1K +873 New
TFGT
227
TS Financial Group (TSFG)
Illinois
$34K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$30K
Toronto Dominion Bank
229
Toronto Dominion Bank
Ontario, Canada
$20K
AWM
230
Accel Wealth Management
Iowa
$15K
ADL
231
Asset Dedication LLC
California
$10K
TFO
232
Tarbox Family Office
California
$8K
KFI
233
Key Financial Inc
Pennsylvania
$7K
APWA
234
Atlas Private Wealth Advisors
New Jersey
$7K +$6.82K +135 New
JFA
235
JNBA Financial Advisors
Minnesota
$5K
AA
236
Ancora Advisors
Ohio
$4K
BBHC
237
Brown Brothers Harriman & Co
New York
$3.15K +$240K +4,756 +8%
FA
238
FMA Advisory
Pennsylvania
-$2.11M -41,766 Closed
OMC
239
Old Mission Capital
Illinois
-$1.61M -31,835 Closed
AFC
240
AFT Forsyth & Company
Florida
-$949K -18,800 Closed
FPCP
241
Fort Point Capital Partners
California
-$500K -9,900 Closed
LW
242
Linscomb Wealth
Texas
-$464K -9,193 Closed
CWM
243
Cornerstone Wealth Management
Missouri
-$379K -7,515 Closed
FHB
244
First Hawaiian Bank
Hawaii
-$377K -7,460 Closed
5L
245
55I LLC
Massachusetts
-$287K -5,689 Closed
DC
246
DeDora Capital
California
-$244K -4,825 Closed
DWP
247
Destiny Wealth Partners
Florida
-$140K -2,779 Closed
HR
248
Howe & Rusling
New York
-$119K -2,354 Closed
SFMG
249
Sage Financial Management Group
Virginia
-$92K -1,831 Closed
FFC
250
Fure Financial Corporation
Minnesota
-$78K -1,560 Closed