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Invesco Ultra Short Duration ETF

249 hedge funds and large institutions have $1.31B invested in Invesco Ultra Short Duration ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

0.97% less ownership

Funds ownership: 57.59%56.62% (-0.97%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 254249 (-5)

12% less capital invested

Capital invested by funds: $1.48B → $1.31B (-$175M)

57% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 134

Holders
249
Holders Change
-5
Holders Change %
-1.97%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.27%
New
24
Increased
57
Reduced
134
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$13.6M -$11.6M -232,660 -46%
VIA
27
Vickerman Investment Advisors
Washington
$12.5M +$1.37M +27,481 +12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$11.9M +$4.31M +86,710 +56%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$9.47M -$3.07M -61,679 -24%
IPW
30
IronBridge Private Wealth
Texas
$9.46M -$6.58M -132,451 -41%
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$8M +$7.53M +151,598 +1,530%
GT
32
Greenleaf Trust
Michigan
$7.77M -$534K -10,745 -6%
CAL
33
Capital Advisors Ltd
Ohio
$7.22M +$360K +7,240 +5%
NFG
34
Nations Financial Group
Iowa
$6.34M -$37.3K -751 -0.6%
SPIA
35
Steward Partners Investment Advisory
New York
$5.67M -$4.62K -93 -0.1%
ACM
36
Alpha Capital Management
Texas
$5.65M -$7.9M -159,000 -58%
DADC
37
D.A. Davidson & Co
Montana
$5.6M -$495K -9,965 -8%
AC
38
Avestar Capital
New York
$5.54M +$619K +12,453 +13%
William Blair & Company
39
William Blair & Company
Illinois
$5.5M -$2M -40,245 -27%
WMG
40
WESCAP Management Group
California
$5.46M -$7.7M -155,029 -58%
MA
41
Montag & Associates
Georgia
$5.39M -$70.1K -1,411 -1%
MWM
42
McNaughton Wealth Management
California
$5.22M -$245K -4,935 -4%
SC
43
Siena Capital
Ohio
$5.14M +$61.7K +1,242 +1%
IWC
44
Integrated Wealth Concepts
Massachusetts
$4.63M -$1.51M -30,366 -25%
LSPW
45
Lake Street Private Wealth
Illinois
$4.56M -$1.76M -35,506 -28%
DSC
46
Duncker Streett & Co
Missouri
$4.54M -$268K -5,400 -6%
IFO
47
Intrepid Family Office
Florida
$4.46M -$771K -15,509 -15%
FIM
48
Freedom Investment Management
Connecticut
$4.46M +$45.5K +915 +1%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.01M +$249K +5,004 +7%
NWA
50
Navis Wealth Advisors
New York
$4M -$1.98M -39,853 -33%