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Invesco Ultra Short Duration ETF

230 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

6% more funds holding

Funds holding: 216230 (+14)

6% more capital invested

Capital invested by funds: $1.48B → $1.58B (+$95.9M)

2.38% more ownership

Funds ownership: 49.92%52.3% (+2.4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

Holders
230
Holders Change
+14
Holders Change %
+6.48%
% of All Funds
4.07%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
47
Increased
82
Reduced
77
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
26
First Merchants Corp
Indiana
$11.7M +$95.7K +1,893 +0.8%
Renaissance Technologies
27
Renaissance Technologies
New York
$11.4M -$258K -5,100 -2%
PWS
28
Paragon Wealth Strategies
Florida
$10.8M +$343K +6,790 +3%
IPW
29
IronBridge Private Wealth
Texas
$10.5M +$10.5M +208,018 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$10.3M +$71.5K +1,414 +0.7%
TCWA
31
Ten Capital Wealth Advisors
Washington
$9.82M -$105K -2,086 -1%
IWC
32
Integrated Wealth Concepts
Massachusetts
$9.71M +$4.54M +89,834 +88%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$9.01M -$4.27M -84,395 -32%
William Blair & Company
34
William Blair & Company
Illinois
$8.94M -$1.53M -30,230 -15%
MMA
35
Miracle Mile Advisors
California
$8.91M -$532K -10,532 -6%
CWM
36
Capital Wealth Management
Rhode Island
$8.83M -$66.3K -1,312 -0.7%
DA
37
Detalus Advisors
Missouri
$8.12M -$205K -4,056 -2%
PAMG
38
Patton Albertson Miller Group
Tennessee
$7.56M +$603K +11,919 +9%
CIAS
39
Capital Investment Advisory Services
North Carolina
$6.89M -$340K -6,716 -5%
LSPW
40
Lake Street Private Wealth
Illinois
$6.49M -$4.31M -85,335 -40%
SPIA
41
Steward Partners Investment Advisory
New York
$6.46M +$1.24M +24,602 +24%
AWMS
42
Advocacy Wealth Management Services
Georgia
$6.12M -$33.2K -656 -0.5%
NWA
43
Navis Wealth Advisors
New York
$6.07M +$6.06M +119,913 New
Neuberger Berman Group
44
Neuberger Berman Group
New York
$5.83M +$2.66M +52,708 +84%
MA
45
Montag & Associates
Georgia
$5.75M +$5.75M +113,672 New
GWM
46
Geneos Wealth Management
Colorado
$5.7M -$567K -11,221 -9%
PAG
47
Private Advisor Group
New Jersey
$5.53M -$1.05M -20,756 -16%
OC
48
Oppenheimer & Co
New York
$5.51M +$174K +3,448 +3%
EWP
49
Engrave Wealth Partners
Texas
$5.47M +$1.8M +35,548 +49%
CAL
50
Capital Advisors Ltd
Ohio
$5.4M +$71.8K +1,421 +1%