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Invesco Ultra Short Duration ETF
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Overview Fund Activity

247 hedge funds and large institutions have $1.84B invested in Invesco Ultra Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
247
Holders Change
+26
Holders Change %
+11.76%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
46
Increased
102
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$34.9M
2
NWM
2
Napa Wealth Management
California
$23.7M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$259M
4
AWS
4
Atria Wealth Solutions
New York
$39.3M
5
IAA
5
Independent Advisor Alliance
North Carolina
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$57.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AC
4
Avestar Capital
New York
$8.46M
5
AAS
5
Ameritas Advisory Services
Nebraska
$7.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JBA
26
Johnson Bixby & Associates
Washington
$16M 320,119 -8,311 -3%
FTS
27
Fifth Third Securities
Ohio
$14.8M 295,703 +112,378 +61%
GLR
28
Great Lakes Retirement
Ohio
$11.8M 235,007 +1,014 +0.4%
CWMGP
29
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11.7M 233,300 +233,300 New
Creative Planning
30
Creative Planning
Kansas
$9.86M 196,776 -19,722 -9%
PS
31
Principal Securities
Iowa
$9.41M 187,832 +9,618 +5%
PAG
32
Private Advisor Group
New Jersey
$9.4M 187,543 +17,418 +10%
GC
33
Guidance Capital
Kentucky
$9.32M 186,112 +14,346 +8%
Stifel Financial
34
Stifel Financial
Missouri
$8.56M 170,887 +53,051 +45%
CIA
35
Concurrent Investment Advisors
Florida
$8.52M 170,115 +9,472 +6%
AC
36
Avestar Capital
New York
$8.46M 168,901 -169,441 -50%
SC
37
Scotia Capital
Ontario, Canada
$8.14M 162,511 +7,223 +5%
DWM
38
Drive Wealth Management
Utah
$7.67M 153,041 -10,417 -6%
AAS
39
Ameritas Advisory Services
Nebraska
$7.6M 151,740 -125,512 -45%
WMG
40
WESCAP Management Group
California
$6.6M 131,684 -8,576 -6%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$6.6M 131,641 +1,931 +1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$6.39M 127,504 +24,958 +24%
CAL
43
Capital Advisors Ltd
Ohio
$6.31M 125,990 +4,393 +4%
BIAS
44
Beacon Investment Advisory Services
New Jersey
$6.15M 122,792 +59,033 +93%
FTUS
45
Flow Traders U.S.
New York
$6.11M 121,932 +44,330 +57%
1NWS
46
1 North Wealth Services
Maryland
$6.07M 121,038 +121,038 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$5.9M 117,594 -2,554 -2%
MWM
48
McNaughton Wealth Management
California
$5.69M 113,510 +28,055 +33%
BFG
49
Bleakley Financial Group
New Jersey
$5.69M 113,480 -3,956 -3%
SFG
50
Sterling Financial Group
California
$5.65M 112,663 +112,663 New
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