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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Avestar Capital
New York
$12.4M +$6.74M +136,533 +121%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.8M -$245K -4,968 -2%
HNB
28
Huntington National Bank
Ohio
$11.8M
GI
29
Gradient Investments
Minnesota
$11.1M +$4.95M +100,168 +80%
Creative Planning
30
Creative Planning
Kansas
$11.1M +$40.3K +817 +0.4%
NA
31
Nottingham Advisors
New York
$10.1M -$7.02M -142,177 -41%
UBS Group
32
UBS Group
Switzerland
$10M -$2.33M -47,131 -19%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$9.81M -$2.33M -47,154 -19%
AP
34
Atwood & Palmer
Missouri
$8.77M -$515K -10,428 -6%
CAL
35
Capital Advisors Ltd
Ohio
$7.32M -$225K -4,557 -3%
VIA
36
Vickerman Investment Advisors
Washington
$6.15M -$8.06M -163,235 -57%
BIAS
37
Beacon Investment Advisory Services
New Jersey
$5.61M +$645K +13,067 +13%
N
38
Natixis
France
$5.32M +$5.31M +107,504 New
MWM
39
McNaughton Wealth Management
California
$4.98M -$133K -2,696 -3%
MA
40
Montag & Associates
Georgia
$4.91M -$281K -5,695 -5%
DADC
41
D.A. Davidson & Co
Montana
$4.82M -$729K -14,774 -13%
BCMO
42
Buckingham Capital Management (Ohio)
Ohio
$4.55M -$6.01M -121,751 -57%
MML Investors Services
43
MML Investors Services
Massachusetts
$4.51M +$408K +8,264 +10%
DSC
44
Duncker Streett & Co
Missouri
$4.48M
ACM
45
Alpha Capital Management
Texas
$4.23M +$4.89K +99 +0.1%
CAAS
46
Capital Asset Advisory Services
Michigan
$4.2M +$4.18M +84,662 New
WMG
47
WESCAP Management Group
California
$4.15M -$554K -11,229 -12%
FTUS
48
Flow Traders U.S.
New York
$4.11M -$1.25M -25,235 -23%
FIM
49
Freedom Investment Management
Connecticut
$4.1M -$704K -14,262 -15%
ASN
50
Advisory Services Network
Georgia
$3.75M -$37.1K -751 -1%