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Invesco Ultra Short Duration ETF

118 hedge funds and large institutions have $714M invested in Invesco Ultra Short Duration ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

46% more capital invested

Capital invested by funds: $490M → $714M (+$223M)

8% more funds holding

Funds holding: 109118 (+9)

7.79% more ownership

Funds ownership: 40.69%48.48% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
53
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBA
51
Secrest Blakey & Associates
North Carolina
$1.15M +$187K +3,719 +19%
ONST
52
Old North State Trust
North Carolina
$1.11M +$1.11M +22,140 New
AWA
53
Arete Wealth Advisors
Illinois
$1.1M +$120K +2,381 +12%
CCM
54
Chilton Capital Management
Texas
$1.05M -$219K -4,365 -17%
AIP
55
Almanack Investment Partners
Pennsylvania
$972K +$972K +19,350 New
PFO
56
Pathstone Family Office
New Jersey
$935K +$936K +18,619 New
GWM
57
Geneos Wealth Management
Colorado
$889K +$218K +4,342 +143%
AIM
58
Astor Investment Management
Illinois
$816K +$99.2K +1,974 +14%
APA
59
American Portfolios Advisors
New York
$799K +$716K +14,255 +859%
GCMG
60
Gyroscope Capital Management Group
Florida
$756K -$100K -1,992 -12%
SWP
61
Stratos Wealth Partners
Ohio
$751K +$164K +3,270 +28%
CA
62
Calton & Associates
Florida
$749K -$5.03K -100 -0.7%
IA
63
IFP Advisors
Florida
$748K +$46.2K +920 +7%
CCM
64
Crabel Capital Management
California
$727K +$144K +2,859 +25%
BTS
65
BB&T Securities
Virginia
$715K -$39.5K -787 -5%
PP
66
Professional Planning
California
$702K +$703K +13,981 New
SFS
67
Summit Financial Strategies
Ohio
$693K +$693K +13,800 New
FAAS
68
First Allied Advisory Services
California
$650K -$386K -7,683 -37%
MC
69
Moors & Cabot
Massachusetts
$640K -$130K -2,581 -17%
FNT
70
First National Trust
Pennsylvania
$638K
FA
71
FMA Advisory
Pennsylvania
$633K +$14.3K +285 +2%
PAG
72
Private Advisor Group
New Jersey
$626K +$626K +12,467 New
KC
73
KHP Capital
Oklahoma
$616K -$536K -10,663 -46%
SPIA
74
Steward Partners Investment Advisory
New York
$611K +$10.1K +200 +2%
SPC
75
Sigma Planning Corp
Michigan
$599K -$86.6K -1,724 -13%