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Invesco Ultra Short Duration ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Ultra Short Duration ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.54% more ownership

Funds ownership: 49.46%110.99% (+62%)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$196M)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.23%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
60
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$8.9M +$3.78M +75,540 +72%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$8.83M +$8.97M +179,008 New
TYCC
28
Texas Yale Capital Corp
Florida
$8.73M +$484K +9,660 +6%
LSPW
29
Lake Street Private Wealth
Illinois
$7.8M +$1.26M +25,114 +19%
CIAS
30
Capital Investment Advisory Services
North Carolina
$7.5M +$7.45M +148,642 +4,247%
PPW
31
Pasadena Private Wealth
California
$7.32M +$954K +19,054 +15%
CWM
32
Capital Wealth Management
Rhode Island
$7.3M +$272K +5,420 +4%
MMA
33
Miracle Mile Advisors
California
$6.58M +$3.65M +72,820 +120%
DWM
34
Darwin Wealth Management
Florida
$6.47M +$1.79M +35,705 +37%
Renaissance Technologies
35
Renaissance Technologies
New York
$6.34M -$7.81M -155,974 -55%
AP
36
Advisors Preferred
Maryland
$6.33M +$4.2M +83,850 +189%
SS
37
Simplicity Solutions
Minnesota
$6.12M +$4.86M +96,948 +358%
CWM
38
CCG Wealth Management
California
$5.99M +$1.82M +36,252 +43%
SBSB
39
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.78M -$273K -5,444 -4%
PP
40
Palladium Partners
Virginia
$5.6M +$5.51K +110 +0.1%
CAL
41
Capital Advisors Ltd
Ohio
$5.02M -$849K -16,956 -14%
KWM
42
Kingsview Wealth Management
Oregon
$4.57M +$986K +19,681 +27%
OC
43
Oppenheimer & Co
New York
$4.39M -$40.3K -805 -0.9%
GWM
44
Geneos Wealth Management
Colorado
$4.33M +$101K +2,016 +2%
Stifel Financial
45
Stifel Financial
Missouri
$3.76M -$1.39M -27,803 -27%
IWA
46
Inspirion Wealth Advisors
Illinois
$3.58M -$21M -419,665 -85%
PAMG
47
Patton Albertson Miller Group
Tennessee
$3.46M -$393K -7,844 -10%
N
48
Natixis
France
$3.39M +$1.95M +38,919 +131%
MML Investors Services
49
MML Investors Services
Massachusetts
$3.38M -$2.16M -43,209 -39%
COF
50
Capital One Financial
Virginia
$3.35M +$3.41M +67,989 New