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Invesco Ultra Short Duration ETF

150 hedge funds and large institutions have $1.05B invested in Invesco Ultra Short Duration ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

48% more capital invested

Capital invested by funds: $714M → $1.05B (+$341M)

27% more funds holding

Funds holding: 118150 (+32)

5.13% more ownership

Funds ownership: 48.48%53.61% (+5.1%)

Holders
150
Holders Change
+32
Holders Change %
+27.12%
% of All Funds
3.34%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.36%
New
43
Increased
64
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
$7.22M +$2.98M +59,276 +70%
TYCC
27
Texas Yale Capital Corp
Florida
$6.75M +$1.68M +33,455 +33%
WMG
28
WESCAP Management Group
California
$6.62M +$6.64M +132,256 New
Stifel Financial
29
Stifel Financial
Missouri
$5.89M +$2.2M +43,811 +59%
UCFA
30
United Capital Financial Advisors
Texas
$4.79M +$4.8M +95,571 New
5L
31
55I LLC
Massachusetts
$4.78M +$4.79M +95,442 New
AFP
32
Ausdal Financial Partners
Iowa
$4.71M -$6.02M -119,945 -56%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.62M +$2.81M +56,047 +155%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$4.59M +$556K +11,072 +14%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.39M +$786K +15,651 +22%
RWA
36
Redhawk Wealth Advisors
Minnesota
$4.35M +$295K +5,886 +7%
CFGS
37
Concourse Financial Group Securities
Alabama
$4.27M +$4.28M +85,321 New
SGCA
38
Steel Grove Capital Advisors
Tennessee
$4.15M +$100 +2 +0%
DAS
39
Dynamic Advisor Solutions
Arizona
$4.14M +$3.85M +76,665 +1,279%
GC
40
Guggenheim Capital
Illinois
$4.02M
CWM
41
Capital Wealth Management
Rhode Island
$3.92M +$1.25M +24,864 +47%
TI
42
Tidal Investments
Wisconsin
$3.71M +$3.72M +74,184 New
JFM
43
Jackson Financial Management
California
$3.43M +$251K +5,000 +8%
AWA
44
Arete Wealth Advisors
Illinois
$3.06M +$1.97M +39,345 +180%
IFWM
45
Institute for Wealth Management
Colorado
$2.99M +$3M +59,673 New
BCA
46
Bay Colony Advisors
Massachusetts
$2.89M +$916K +18,251 +46%
NA
47
Nottingham Advisors
New York
$2.76M -$64.6K -1,286 -2%
FAAS
48
First Allied Advisory Services
California
$2.73M +$2.09M +41,692 +323%
DADC
49
D.A. Davidson & Co
Montana
$2.62M +$318K +6,339 +14%
PP
50
Palladium Partners
Virginia
$2.42M -$34K -677 -1%