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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
26
Pasadena Private Wealth
California
$15.1M -$1.52M -30,555 -9%
HNB
27
Huntington National Bank
Ohio
$13.2M
Mariner
28
Mariner
Kansas
$10.9M -$27.4M -551,211 -71%
Creative Planning
29
Creative Planning
Kansas
$10.2M -$891K -17,955 -8%
AC
30
Avestar Capital
New York
$9.83M -$2.56M -51,516 -21%
UBS Group
31
UBS Group
Switzerland
$9.46M -$569K -11,457 -6%
AP
32
Atwood & Palmer
Missouri
$8.72M -$70.6K -1,423 -0.8%
NA
33
Nottingham Advisors
New York
$8.37M -$1.81M -36,456 -18%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.67M -$4.2M -84,560 -35%
CAL
35
Capital Advisors Ltd
Ohio
$7.19M -$152K -3,072 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$6.14M -$3.7M -74,643 -38%
PAG
37
Private Advisor Group
New Jersey
$6.01M +$295K +5,943 +5%
CAAS
38
Capital Asset Advisory Services
Michigan
$6M +$1.8M +36,364 +43%
FTUS
39
Flow Traders U.S.
New York
$5.5M +$1.37M +27,602 +33%
BIAS
40
Beacon Investment Advisory Services
New Jersey
$5.27M -$358K -7,214 -6%
AFP
41
Ausdal Financial Partners
Iowa
$5.09M -$8.76M -176,466 -63%
WMG
42
WESCAP Management Group
California
$4.93M +$771K +15,534 +19%
Citadel Advisors
43
Citadel Advisors
Florida
$4.9M +$1.78M +35,928 +57%
MML Investors Services
44
MML Investors Services
Massachusetts
$4.8M +$278K +5,611 +6%
N
45
Natixis
France
$4.64M -$694K -13,988 -13%
SC
46
Scotia Capital
Ontario, Canada
$4.6M +$4.6M +92,648 New
DADC
47
D.A. Davidson & Co
Montana
$4.3M -$539K -10,851 -11%
AWMS
48
Advocacy Wealth Management Services
Georgia
$4.25M +$808K +16,290 +23%
ACM
49
Alpha Capital Management
Texas
$4.23M
DSC
50
Duncker Streett & Co
Missouri
$4.04M -$458K -9,226 -10%