We are live on ! Find out more
GSY icon

Invesco Ultra Short Duration ETF

254 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 57.54%57.59% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less funds holding

Funds holding: 266254 (-12)

10% less capital invested

Capital invested by funds: $1.64B → $1.48B (-$163M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

44% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 124

Holders
254
Holders Change
-12
Holders Change %
-4.51%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
24
Increased
69
Reduced
124
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
226
Retirement Group
California
$109K -$24.9K -498 -19%
SMG
227
Spectrum Management Group
Indiana
$107K
FGAM
228
Financial Gravity Asset Management
Texas
$64.8K -$17.5K -350 -24%
SLWA
229
San Luis Wealth Advisors
California
$59K +$58.9K +1,176 New
M1FG
230
Mach-1 Financial Group
Arkansas
$46K -$1.95K -39 -4%
FFC
231
Fure Financial Corporation
Minnesota
$44K
TFGT
232
TS Financial Group (TSFG)
Illinois
$33K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$30K
PCA
234
Providence Capital Advisors
North Carolina
$23K -$18.4K -368 -45%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$20K -$10K -200 -33%
DHGWA
236
Dixon Hughes Goodman Wealth Advisors
North Carolina
$20K
SIC
237
SJS Investment Consulting
Ohio
$20K
Toronto Dominion Bank
238
Toronto Dominion Bank
Ontario, Canada
$20K
HS
239
Horan Securities
United States
$16K
AIP
240
Ahrens Investment Partners
Louisiana
$15K -$110K -2,200 -88%
AWM
241
Accel Wealth Management
Iowa
$15K
FAG
242
Fortitude Advisory Group
Washington
$15K
CWM
243
Curi Wealth Management
North Carolina
$14K
AA
244
Ancora Advisors
Ohio
$10K +$5.96K +119 +134%
FFA
245
Fairfield Financial Advisors
Massachusetts
$9.97K +$10K +200 New
BCMLT
246
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K +$9.61K +192 New
BAM
247
Byrne Asset Management
New Jersey
$8K
S
248
SignatureFD
Georgia
$8K +$8.26K +165 New
KFI
249
Key Financial Inc
Pennsylvania
$7K
TFO
250
Tarbox Family Office
California
$7K