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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$11.3M +$349K +7,013 +3%
CAAS
27
Capital Asset Advisory Services
Michigan
$10.7M +$3.19M +64,088 +42%
Creative Planning
28
Creative Planning
Kansas
$10.5M +$836K +16,808 +9%
AWM
29
Axxcess Wealth Management
California
$10.5M +$10.2M +205,475 +3,769%
Jane Street
30
Jane Street
New York
$9.65M -$21.1M -423,467 -69%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$9.3M -$10.3M -206,253 -52%
PAG
32
Private Advisor Group
New Jersey
$7.24M +$1.28M +25,641 +21%
BIAS
33
Beacon Investment Advisory Services
New Jersey
$7.18M +$504K +10,125 +8%
SAS
34
Sage Advisory Services
Texas
$6.76M +$1.99M +40,000 +42%
DWM
35
Drive Wealth Management
Utah
$6.66M +$126K +2,529 +2%
AWMS
36
Advocacy Wealth Management Services
Georgia
$6.57M +$1.56M +31,450 +31%
CAL
37
Capital Advisors Ltd
Ohio
$6.52M -$117K -2,355 -2%
WMG
38
WESCAP Management Group
California
$5.89M +$231K +4,652 +4%
PPW
39
Pasadena Private Wealth
California
$5.65M -$9.42M -189,433 -62%
FGAM
40
Financial Gravity Asset Management
Texas
$5.34M +$6.44M +129,539 +999%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.15M -$400K -8,037 -7%
SC
42
Scotia Capital
Ontario, Canada
$4.83M +$164K +3,300 +4%
N
43
Natixis
France
$4.72M +$35.7K +717 +0.8%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$4.48M -$4.68M -94,111 -51%
DADC
45
D.A. Davidson & Co
Montana
$4.29M +$76.1K +1,530 +2%
MML Investors Services
46
MML Investors Services
Massachusetts
$4.1M -$635K -12,773 -13%
GC
47
Guidance Capital
Kentucky
$4.06M +$312K +6,282 +8%
DSC
48
Duncker Streett & Co
Missouri
$3.97M -$9.2K -185 -0.2%
BSW
49
Buckingham Strategic Wealth
Missouri
$3.59M -$663K -13,326 -16%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$3.35M +$622K +12,505 +23%