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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.35B invested in Invesco Ultra Short Duration ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more funds holding

Funds holding: 166190 (+24)

7% more capital invested

Capital invested by funds: $1.26B → $1.35B (+$87.5M)

0.58% less ownership

Funds ownership: 50.04%49.46% (-0.58%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.33%
New
39
Increased
78
Reduced
52
Closed
13
Calls
$526K
Puts
Net Calls
+$526K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
26
First Merchants Corp
Indiana
$11.7M -$65.4K -1,298 -0.6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11.6M +$2.58M +51,136 +28%
SCP
28
Syntal Capital Partners
Texas
$10.5M +$808K +16,035 +8%
GC
29
Gratus Capital
Georgia
$9.75M +$6.89M +136,740 +241%
WMG
30
WESCAP Management Group
California
$9.57M +$1.17M +23,147 +14%
ACG
31
Allen Capital Group
Nebraska
$9.03M +$9.03M +179,147 New
TYCC
32
Texas Yale Capital Corp
Florida
$8.43M +$94.7K +1,879 +1%
AIM
33
Astor Investment Management
Illinois
$8.41M +$6.04M +119,804 +254%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$7.8M +$1.31M +26,061 +20%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.41M -$495K -9,813 -6%
CWM
36
Capital Wealth Management
Rhode Island
$7.18M +$337K +6,686 +5%
AI
37
Atria Investments
North Carolina
$7.06M +$7.06M +140,084 New
LSPW
38
Lake Street Private Wealth
Illinois
$6.71M -$1.91M -37,978 -22%
SWP
39
Stratos Wealth Partners
Ohio
$6.55M +$6.2M +122,907 +1,752%
PPW
40
Pasadena Private Wealth
California
$6.47M -$6.38M -126,457 -50%
SBSB
41
Sullivan, Bruyette, Speros & Blaney
Virginia
$6.18M -$611K -12,127 -9%
CAL
42
Capital Advisors Ltd
Ohio
$5.98M -$28.1K -557 -0.5%
PP
43
Palladium Partners
Virginia
$5.72M +$3.25M +64,490 +132%
PWS
44
Paragon Wealth Strategies
Florida
$5.71M +$283K +5,611 +5%
MML Investors Services
45
MML Investors Services
Massachusetts
$5.63M -$705K -13,982 -11%
AWM
46
AE Wealth Management
Kansas
$5.29M +$3.65M +72,425 +222%
Stifel Financial
47
Stifel Financial
Missouri
$5.26M +$256K +5,084 +5%
DWM
48
Darwin Wealth Management
Florida
$4.81M +$3.88M +77,038 +418%
GT
49
Greenleaf Trust
Michigan
$4.8M
FWSM
50
First Wilshire Securities Management
California
$4.58M -$202K -4,011 -4%