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Invesco Ultra Short Duration ETF

223 hedge funds and large institutions have $1.21B invested in Invesco Ultra Short Duration ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 215223 (+8)

0.56% less ownership

Funds ownership: 65.31%64.76% (-0.56%)

6% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$81.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 97

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
63
Reduced
97
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
226
Flow Traders U.S.
New York
-$5.5M -110,779 Closed
MCC
227
Money Concepts Capital
Florida
-$300K -26,112 Closed
CFA
228
Compass Financial Advisors
Indiana
-$1.11M -22,435 Closed
AssetMark Inc
229
AssetMark Inc
California
-$676K -13,627 Closed
WAM
230
Warberg Asset Management
Illinois
-$454K -9,163 Closed
XF
231
XML Financial
Maryland
-$418K -8,421 Closed
LWM
232
Ledge Wealth Management
Minnesota
-$346K -6,977 Closed
Bank of New York Mellon
233
Bank of New York Mellon
New York
-$317K -6,401 Closed
HI
234
Harbour Investments
Wisconsin
-$301K -6,078 Closed
Ameriprise
235
Ameriprise
Minnesota
-$291K -5,867 Closed
SIMG
236
Sonora Investment Management Group
Arizona
-$282K -5,680 Closed
MMA
237
Miracle Mile Advisors
California
-$260K -5,248 Closed
LPT
238
Legacy Private Trust
Wisconsin
-$250K -5,050 Closed
TPM
239
Triasima Portfolio Management
Quebec, Canada
-$241K -4,855 Closed
FFN
240
Focus Financial Network
Minnesota
-$209K -4,206 Closed
PFS
241
Prospera Financial Services
Texas
-$206K -4,157 Closed
IWA
242
Inspirion Wealth Advisors
Illinois
-$203K -4,100 Closed
FCAS
243
First Command Advisory Services
Texas
-$34.6K -697 Closed
PCM
244
Pointe Capital Management
Michigan
-$14.6K -294 Closed
BAM
245
Byrne Asset Management
New Jersey
-$8K -167 Closed
AA
246
Ancora Advisors
Ohio
-$6.6K -133 Closed
M1FG
247
Mach-1 Financial Group
Arkansas
-$1.74M -35 Closed