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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Clarity Financial
Texas
-$669K -13,528 Closed
NA
227
NewEdge Advisors
Louisiana
-$456K -9,225 Closed
ACM
228
Antonetti Capital Management
Florida
-$340K -6,880 Closed
WEG
229
World Equity Group
Illinois
-$297K -6,000 Closed
VWM
230
Vigilare Wealth Management
Arizona
-$281K -5,679 Closed
PFBT
231
Parkside Financial Bank & Trust
Missouri
-$279K -5,646 Closed
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
-$275K -5,560 Closed
MA
233
Mutual Advisors
Nebraska
-$270K -5,458 Closed
MAG
234
MRA Advisory Group
New Jersey
-$269K -5,440 Closed
WA
235
Win Advisors
Florida
-$258K -5,208 Closed
FHA
236
Flagship Harbor Advisors
Massachusetts
-$246K -4,976 Closed
MSCM
237
McElhenny Sheffield Capital Management
Texas
-$239K -4,840 Closed
IWM
238
IHT Wealth Management
Illinois
-$233K -4,701 Closed
SAG
239
SageView Advisory Group
California
-$220K -4,456 Closed
GGS
240
Galvin Gaustad & Stein
Arizona
-$215K -4,341 Closed
MIH
241
Meitav Investment House
Israel
-$211K -4,276 Closed
BF
242
BOK Financial
Oklahoma
-$209K -4,232 Closed
RFS
243
Retirement Financial Solutions
Tennessee
-$23.2K -470 Closed
PCA
244
Providence Capital Advisors
North Carolina
-$9.1K -184 Closed
EE
245
EWG Elevate
California
-$8.8K -178 Closed
PWS
246
Paragon Wealth Strategies
Florida
-$179 -4 Closed