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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$13.1M +$336K +6,730 +3%
Creative Planning
27
Creative Planning
Kansas
$13M +$3.23M +64,651 +33%
Jane Street
28
Jane Street
New York
$12.3M -$39M -780,846 -76%
GLR
29
Great Lakes Retirement
Ohio
$11.8M -$103K -2,072 -0.9%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$11.7M -$381K -7,632 -3%
PS
31
Principal Securities
Iowa
$10.5M +$699K +13,995 +7%
Citadel Advisors
32
Citadel Advisors
Florida
$9.16M +$911K +18,251 +11%
PAG
33
Private Advisor Group
New Jersey
$8.03M +$542K +10,864 +7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.7M -$2.13M -42,641 -22%
SC
35
Scotia Capital
Ontario, Canada
$7.59M +$1.09M +21,914 +17%
CAL
36
Capital Advisors Ltd
Ohio
$7.12M -$47.1K -944 -0.7%
SW
37
Simplicity Wealth
New Jersey
$6.92M +$6.92M +138,714 New
AWMS
38
Advocacy Wealth Management Services
Georgia
$6.69M -$971K -19,455 -13%
DWM
39
Drive Wealth Management
Utah
$6.48M -$64.8K -1,299 -1%
BFG
40
Bleakley Financial Group
New Jersey
$6.22M -$1.89M -37,775 -23%
GC
41
Guidance Capital
Kentucky
$6.17M +$1.23M +24,595 +25%
WMG
42
WESCAP Management Group
California
$5.98M -$9.88K -198 -0.2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$5.84M +$2.38M +47,685 +69%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$5.08M -$1.29M -25,934 -20%
BIAS
45
Beacon Investment Advisory Services
New Jersey
$4.92M -$2.68M -53,625 -35%
SAS
46
Sage Advisory Services
Texas
$4.78M -$1.37M -27,385 -22%
Truist Financial
47
Truist Financial
North Carolina
$4.73M +$356K +7,135 +8%
DADC
48
D.A. Davidson & Co
Montana
$4.31M +$211K +4,218 +5%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.3M +$156K +3,127 +4%
JP Morgan Chase
50
JP Morgan Chase
New York
$4.14M +$3.05M +61,108 +279%