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Invesco Ultra Short Duration ETF

216 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

17% more capital invested

Capital invested by funds: $1.26B → $1.48B (+$218M)

14% more funds holding

Funds holding: 190216 (+26)

0.77% less ownership

Funds ownership: 50.7%49.92% (-0.77%)

Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
4.36%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
45
Increased
90
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
26
First Merchants Corp
Indiana
$11.6M -$26.5K -524 -0.2%
LSPW
27
Lake Street Private Wealth
Illinois
$10.8M +$1.55M +30,726 +17%
AC
28
Avestar Capital
New York
$10.7M +$10.4M +206,124 +3,206%
William Blair & Company
29
William Blair & Company
Illinois
$10.5M -$1.63M -32,190 -13%
PWS
30
Paragon Wealth Strategies
Florida
$10.4M +$6.72M +132,960 +182%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$10.3M -$2.11M -41,814 -17%
TCWA
32
Ten Capital Wealth Advisors
Washington
$9.92M +$9.92M +196,340 New
TYCC
33
Texas Yale Capital Corp
Florida
$9.56M +$1.01M +20,013 +12%
MMA
34
Miracle Mile Advisors
California
$9.43M +$2.82M +55,868 +43%
LWP
35
Legacy Wealth Planning
Nevada
$9.05M -$342K -6,767 -4%
CWM
36
Capital Wealth Management
Rhode Island
$8.88M +$1.16M +22,941 +15%
DA
37
Detalus Advisors
Missouri
$8.31M -$3.02M -59,875 -27%
CWM
38
CCG Wealth Management
California
$7.75M +$705K +13,951 +10%
CIAS
39
Capital Investment Advisory Services
North Carolina
$7.22M -$441K -8,729 -6%
PAMG
40
Patton Albertson Miller Group
Tennessee
$6.95M +$581K +11,498 +9%
PAG
41
Private Advisor Group
New Jersey
$6.56M +$1.73M +34,257 +36%
GWM
42
Geneos Wealth Management
Colorado
$6.27M +$422K +8,353 +7%
AWMS
43
Advocacy Wealth Management Services
Georgia
$6.15M +$3.07M +60,693 +99%
TC
44
Trilogy Capital
California
$5.84M +$5.84M +115,681 New
Jane Street
45
Jane Street
New York
$5.47M -$9.56M -189,370 -64%
OC
46
Oppenheimer & Co
New York
$5.33M -$410K -8,112 -7%
CAL
47
Capital Advisors Ltd
Ohio
$5.32M +$128K +2,528 +2%
SPIA
48
Steward Partners Investment Advisory
New York
$5.21M +$2.09M +41,349 +67%
IWC
49
Integrated Wealth Concepts
Massachusetts
$5.16M +$4.78M +94,540 +1,254%
KWM
50
Kingsview Wealth Management
Oregon
$5.1M +$396K +7,841 +8%