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Invesco Ultra Short Duration ETF

212 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
75
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$12.1M 242,228 -1,196 -0.5%
GLR
27
Great Lakes Retirement
Ohio
$11.9M 238,696 -172,372 -42%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$9.83M 197,042 +9,858 +5%
PS
29
Principal Securities
Iowa
$9.81M 196,618 +196,618 New
Creative Planning
30
Creative Planning
Kansas
$9.75M 195,531 -16,011 -8%
Citadel Advisors
31
Citadel Advisors
Florida
$8.25M 165,443 +116,638 +239%
BFG
32
Bleakley Financial Group
New Jersey
$8.11M 162,541 -184,970 -53%
SS
33
Simplicity Solutions
Minnesota
$8.11M 162,541 -184,970 -53%
AWMS
34
Advocacy Wealth Management Services
Georgia
$7.65M 153,451 +21,215 +16%
BIAS
35
Beacon Investment Advisory Services
New Jersey
$7.59M 152,240 +7,687 +5%
PAG
36
Private Advisor Group
New Jersey
$7.48M 150,052 +4,295 +3%
CAL
37
Capital Advisors Ltd
Ohio
$7.16M 143,576 +12,390 +9%
DWM
38
Drive Wealth Management
Utah
$6.55M 131,260 -2,838 -2%
SC
39
Scotia Capital
Ontario, Canada
$6.5M 130,312 +33,049 +34%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$6.37M 127,700 +24,069 +23%
SAS
41
Sage Advisory Services
Texas
$6.14M 123,138 -12,951 -10%
WMG
42
WESCAP Management Group
California
$5.99M 120,021 +1,549 +1%
FGAM
43
Financial Gravity Asset Management
Texas
$5.51M 145,802 +3,296 +2%
NA
44
NewEdge Advisors
Louisiana
$5.09M 102,061 +95,641 +1,490%
GC
45
Guidance Capital
Kentucky
$4.93M 98,838 +17,137 +21%
N
46
Natixis
France
$4.74M 95,013 +123 +0.1%
Truist Financial
47
Truist Financial
North Carolina
$4.37M 87,587 +55,073 +169%
IWC
48
Integrated Wealth Concepts
Massachusetts
$4.33M 86,729 +66,745 +334%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.14M 83,070 +525 +0.6%
DADC
50
D.A. Davidson & Co
Montana
$4.1M 82,138 -4,232 -5%