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Invesco Ultra Short Duration ETF

254 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 57.54%57.59% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less funds holding

Funds holding: 266254 (-12)

10% less capital invested

Capital invested by funds: $1.64B → $1.48B (-$163M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

44% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 124

Holders
254
Holders Change
-12
Holders Change %
-4.51%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
24
Increased
69
Reduced
124
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
26
First Merchants Corp
Indiana
$13.9M -$403K -8,059 -3%
ACM
27
Alpha Capital Management
Texas
$13.6M +$4.58M +91,500 +50%
WMG
28
WESCAP Management Group
California
$13.2M -$2.54M -50,698 -16%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$12.6M +$25.3K +506 +0.2%
AWS
30
Atria Wealth Solutions
New York
$12.6M +$12.6M +252,309 New
VIA
31
Vickerman Investment Advisors
Washington
$11.1M +$517K +10,323 +5%
TYCC
32
Texas Yale Capital Corp
Florida
$10.2M +$650K +12,979 +7%
PAG
33
Private Advisor Group
New Jersey
$10.1M -$1.26M -25,155 -11%
PWS
34
Paragon Wealth Strategies
Florida
$9.73M -$3.33M -66,485 -25%
Citadel Advisors
35
Citadel Advisors
Florida
$9.06M -$9.55M -190,872 -51%
GT
36
Greenleaf Trust
Michigan
$8.35M -$888K -17,749 -10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$7.66M -$3.91M -78,155 -34%
William Blair & Company
38
William Blair & Company
Illinois
$7.54M -$29.5M -589,076 -80%
CAL
39
Capital Advisors Ltd
Ohio
$6.9M +$414K +8,273 +6%
NFG
40
Nations Financial Group
Iowa
$6.41M +$1.63M +32,575 +34%
LSPW
41
Lake Street Private Wealth
Illinois
$6.35M +$646K +12,904 +11%
IWC
42
Integrated Wealth Concepts
Massachusetts
$6.17M -$2.13M -42,481 -26%
DADC
43
D.A. Davidson & Co
Montana
$6.13M +$44.7K +893 +0.7%
NWA
44
Navis Wealth Advisors
New York
$6M +$5.06K +101 +0.1%
SPIA
45
Steward Partners Investment Advisory
New York
$5.7M -$1.07M -21,418 -16%
BAM
46
Belpointe Asset Management
Nevada
$5.6M +$5.05M +100,882 +872%
MA
47
Montag & Associates
Georgia
$5.49M -$44.6K -890 -0.8%
MWM
48
McNaughton Wealth Management
California
$5.49M +$31.2K +623 +0.6%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$5.43M +$1.46M +29,089 +36%
IFO
50
Intrepid Family Office
Florida
$5.26M +$1.78M +35,579 +51%