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Invesco Ultra Short Duration ETF

259 hedge funds and large institutions have $1.74B invested in Invesco Ultra Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 82

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 250259 (+9)

3.18% less ownership

Funds ownership: 64.25%61.07% (-3.2%)

6% less capital invested

Capital invested by funds: $1.84B → $1.74B (-$102M)

Holders
259
Holders Change
+9
Holders Change %
+3.6%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
108
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gotham Asset Management
New York
$14.4M +$11.2M +223,000 +350%
CWMGP
27
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$13.4M +$1.69M +33,603 +14%
AC
28
Avestar Capital
New York
$12.9M +$4.42M +88,176 +52%
GLR
29
Great Lakes Retirement
Ohio
$12.2M +$393K +7,842 +3%
PAG
30
Private Advisor Group
New Jersey
$11.7M +$2.27M +45,220 +24%
Stifel Financial
31
Stifel Financial
Missouri
$10.4M +$1.82M +36,253 +21%
GC
32
Guidance Capital
Kentucky
$9.92M +$592K +11,807 +6%
PS
33
Principal Securities
Iowa
$9.49M +$77.9K +1,553 +0.8%
Creative Planning
34
Creative Planning
Kansas
$8.9M -$958K -19,103 -10%
SC
35
Scotia Capital
Ontario, Canada
$8.58M +$434K +8,660 +5%
DWM
36
Drive Wealth Management
Utah
$8.53M +$864K +17,219 +11%
CIA
37
Concurrent Investment Advisors
Florida
$7.92M -$611K -12,174 -7%
1NWS
38
1 North Wealth Services
Maryland
$7.42M +$1.36M +27,101 +22%
Citadel Advisors
39
Citadel Advisors
Florida
$6.91M +$6.91M +137,826 New
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$6.81M +$1.54M +30,610 +29%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$6.65M +$49.2K +980 +0.7%
WMG
42
WESCAP Management Group
California
$6.55M -$45.7K -912 -0.7%
CAL
43
Capital Advisors Ltd
Ohio
$6.33M +$19.7K +393 +0.3%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$6.25M -$138K -2,752 -2%
NFG
45
Norris Financial Group
South Carolina
$5.93M +$2.8M +55,817 +89%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$5.9M
SFG
47
Sterling Financial Group
California
$5.66M +$8.83K +176 +0.2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.24M +$559K +11,146 +12%
AWMS
49
Advocacy Wealth Management Services
Georgia
$5.14M +$532K +10,614 +12%
Truist Financial
50
Truist Financial
North Carolina
$5.08M +$454K +9,051 +10%