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Invesco Ultra Short Duration ETF

237 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$13.1M +$9.24M +182,958 +242%
FMC
27
First Merchants Corp
Indiana
$13M +$537K +10,641 +4%
GT
28
Greenleaf Trust
Michigan
$12.2M -$496K -9,814 -4%
PWS
29
Paragon Wealth Strategies
Florida
$10.8M -$2.4M -47,447 -18%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$10.6M -$2.61M -51,687 -20%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$10.4M +$4.1M +81,278 +66%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$10M -$372K -7,363 -4%
PPW
33
Pasadena Private Wealth
California
$9.79M -$7.19M -142,423 -42%
IWC
34
Integrated Wealth Concepts
Massachusetts
$8.7M +$1.22M +24,121 +16%
PAG
35
Private Advisor Group
New Jersey
$8.68M +$1.62M +32,086 +23%
MMA
36
Miracle Mile Advisors
California
$8.33M +$183K +3,621 +2%
AC
37
Avestar Capital
New York
$7.62M -$8.86M -175,422 -54%
William Blair & Company
38
William Blair & Company
Illinois
$7.48M -$1.62M -32,163 -18%
FFN
39
Focus Financial Network
Minnesota
$7.18M -$1.23M -24,277 -15%
TYCC
40
Texas Yale Capital Corp
Florida
$7.01M +$2.77M +54,867 +65%
SPIA
41
Steward Partners Investment Advisory
New York
$6.91M -$1.28M -25,365 -16%
DA
42
Detalus Advisors
Missouri
$6.7M -$159K -3,139 -2%
ACG
43
Allen Capital Group
Nebraska
$6.51M +$4.17M +82,488 +177%
DADC
44
D.A. Davidson & Co
Montana
$6.19M +$2.63M +52,001 +74%
NWA
45
Navis Wealth Advisors
New York
$6.07M +$6.62K +131 +0.1%
PAMG
46
Patton Albertson Miller Group
Tennessee
$5.87M -$548K -10,860 -9%
IPW
47
IronBridge Private Wealth
Texas
$5.54M -$5.13M -101,678 -48%
MA
48
Montag & Associates
Georgia
$5.3M
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$5.29M -$42.4K -839 -0.8%
FIM
50
Freedom Investment Management
Connecticut
$5.13M +$431K +8,530 +9%