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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
BTS Asset Management
Massachusetts
-$1.35M -27,424 Closed
WCFA
227
Walkner Condon Financial Advisors
Wisconsin
-$1.29M -26,229 Closed
NAMM
228
NorthStar Asset Management (Massachusetts)
Massachusetts
-$734K -14,860 Closed
AWM
229
Accurate Wealth Management
Florida
-$941K -14,787 Closed
EL
230
Essex LLC
Illinois
-$599K -12,125 Closed
OMC
231
Old Mission Capital
Illinois
-$590K -11,936 Closed
WWP
232
WR Wealth Planners
Missouri
-$499K -10,106 Closed
TSS
233
Two Sigma Securities
New York
-$473K -9,577 Closed
OC
234
Oarsman Capital
Wisconsin
-$464K -9,390 Closed
RSS
235
Rosenblum Silverman Sutton
California
-$437K -8,850 Closed
TYCC
236
Texas Yale Capital Corp
Florida
-$405K -8,199 Closed
FAB
237
First American Bank
Illinois
-$403K -8,163 Closed
HGERS
238
Householder Group Estate & Retirement Specialist
Arizona
-$401K -8,129 Closed
ACK
239
Andrew C. Karlinski
-$376K -7,609 Closed
Cerity Partners
240
Cerity Partners
New York
-$372K -7,520 Closed
HWM
241
Howard Wealth Management
Connecticut
-$293K -5,951 Closed
HWM
242
HB Wealth Management
Georgia
-$260K -5,272 Closed
WWM
243
Western Wealth Management
Colorado
-$254K -5,112 Closed
CWM
244
Congress Wealth Management
Massachusetts
-$219K -4,426 Closed
TW
245
TrinityPoint Wealth
Connecticut
-$214K -4,333 Closed
TCWM
246
Total Clarity Wealth Management
Illinois
-$212K -4,290 Closed
LPT
247
Legacy Private Trust
Wisconsin
-$201K -4,074 Closed
MM
248
Main Management
California
-$181K -3,673 Closed
TWA
249
TCI Wealth Advisors
Arizona
-$153K -3,088 Closed
FCAS
250
First Command Advisory Services
Texas
-$12K -642 Closed