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Invesco Ultra Short Duration ETF

213 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, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% 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
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$12.1M -$59.6K -1,196 -0.5%
GLR
27
Great Lakes Retirement
Ohio
$11.9M -$8.59M -172,372 -42%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$9.83M +$491K +9,858 +5%
PS
29
Principal Securities
Iowa
$9.81M +$9.79M +196,618 New
Creative Planning
30
Creative Planning
Kansas
$9.75M -$797K -16,011 -8%
Citadel Advisors
31
Citadel Advisors
Florida
$8.25M +$5.81M +116,638 +239%
BFG
32
Bleakley Financial Group
New Jersey
$8.11M -$9.21M -184,970 -53%
SS
33
Simplicity Solutions
Minnesota
$8.11M -$9.21M -184,970 -53%
AWMS
34
Advocacy Wealth Management Services
Georgia
$7.65M +$1.06M +21,215 +16%
BIAS
35
Beacon Investment Advisory Services
New Jersey
$7.59M +$383K +7,687 +5%
PAG
36
Private Advisor Group
New Jersey
$7.48M +$214K +4,295 +3%
CAL
37
Capital Advisors Ltd
Ohio
$7.16M +$617K +12,390 +9%
DWM
38
Drive Wealth Management
Utah
$6.55M -$141K -2,838 -2%
SC
39
Scotia Capital
Ontario, Canada
$6.5M +$1.65M +33,049 +34%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$6.37M +$1.2M +24,069 +23%
SAS
41
Sage Advisory Services
Texas
$6.14M -$645K -12,951 -10%
WMG
42
WESCAP Management Group
California
$5.99M +$77.1K +1,549 +1%
FGAM
43
Financial Gravity Asset Management
Texas
$5.51M +$164K +3,296 +2%
NA
44
NewEdge Advisors
Louisiana
$5.09M +$4.76M +95,641 +1,490%
GC
45
Guidance Capital
Kentucky
$4.93M +$854K +17,137 +21%
N
46
Natixis
France
$4.74M +$6.13K +123 +0.1%
Truist Financial
47
Truist Financial
North Carolina
$4.37M +$2.74M +55,073 +169%
IWC
48
Integrated Wealth Concepts
Massachusetts
$4.33M +$3.32M +66,745 +334%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.14M +$26.1K +525 +0.6%
DADC
50
D.A. Davidson & Co
Montana
$4.1M -$211K -4,232 -5%