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Invesco Ultra Short Duration ETF

275 hedge funds and large institutions have $2.25B invested in Invesco Ultra Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 87

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$424M)

7.13% more ownership

Funds ownership: 61.81%68.94% (+7.1%)

5% more funds holding

Funds holding: 263275 (+12)

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
122
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gotham Asset Management
New York
$14.7M
JBA
27
Johnson Bixby & Associates
Washington
$14.7M -$2.85M -56,592 -16%
MML Investors Services
28
MML Investors Services
Massachusetts
$14.2M +$209K +4,148 +1%
AC
29
Avestar Capital
New York
$14.1M +$6.05M +120,308 +75%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$14M +$3.04M +60,504 +28%
FTS
31
Fifth Third Securities
Ohio
$12.7M -$345K -6,859 -3%
MA
32
Mutual Advisors
Nebraska
$12.5M +$223K +4,443 +2%
FMC
33
First Merchants Corp
Indiana
$12.2M -$1.46M -29,060 -11%
PAG
34
Private Advisor Group
New Jersey
$11.8M +$35.5K +707 +0.3%
GC
35
Guidance Capital
Kentucky
$11.6M +$1.23M +24,506 +12%
FF
36
Foronjy Financial
California
$10.7M +$505K +10,043 +5%
PS
37
Principal Securities
Iowa
$10.2M +$293K +5,827 +3%
CWMGP
38
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.6M -$508K -10,105 -5%
SC
39
Scotia Capital
Ontario, Canada
$9.59M +$322K +6,396 +3%
CIA
40
Concurrent Investment Advisors
Florida
$9.44M +$516K +10,260 +6%
FHA
41
Flagship Harbor Advisors
Massachusetts
$9.39M +$781K +15,532 +9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$8.42M +$1.14M +22,667 +16%
LSPW
43
Lake Street Private Wealth
Illinois
$8.27M +$2.77M +55,115 +50%
1NWS
44
1 North Wealth Services
Maryland
$7.78M +$363K +7,215 +5%
KAS
45
Kestra Advisory Services
Texas
$6.99M -$487K -9,678 -7%
Goldman Sachs
46
Goldman Sachs
New York
$6.93M +$6.94M +137,976 New
Creative Planning
47
Creative Planning
Kansas
$6.85M -$746K -14,835 -10%
TCG
48
Transcendent Capital Group
Oklahoma
$6.54M +$5.84M +116,181 +838%
WMG
49
WESCAP Management Group
California
$6.48M +$372K +7,409 +6%
P
50
&Partners
Tennessee
$6.47M +$1.02M +20,257 +19%