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Invesco Ultra Short Duration ETF

150 hedge funds and large institutions have $1.05B invested in Invesco Ultra Short Duration ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

48% more capital invested

Capital invested by funds: $714M → $1.05B (+$341M)

27% more funds holding

Funds holding: 118150 (+32)

5.13% more ownership

Funds ownership: 48.48%53.61% (+5.1%)

Holders
150
Holders Change
+32
Holders Change %
+27.12%
% of All Funds
3.34%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.36%
New
43
Increased
64
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$2.37M +$1.03M +20,551 +77%
SIA
52
Strategic Investment Advisors
Michigan
$2.06M +$2.06M +41,134 New
SBA
53
Secrest Blakey & Associates
North Carolina
$1.95M +$807K +16,079 +70%
BRWM
54
B. Riley Wealth Management
Tennessee
$1.83M +$1.57M +31,327 +597%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.81M +$1.24M +24,690 +215%
TFA
56
Transamerica Financial Advisors
Florida
$1.79M +$376K +7,498 +26%
CCM
57
Chilton Capital Management
Texas
$1.64M +$599K +11,939 +57%
PAM
58
Peak Asset Management
Colorado
$1.59M -$29.9K -595 -2%
AIM
59
Astor Investment Management
Illinois
$1.27M +$457K +9,104 +56%
DWM
60
Darwin Wealth Management
Florida
$1.21M +$2.06K +41 +0.2%
OC
61
Oppenheimer & Co
New York
$1.17M +$718K +14,294 +158%
WAM
62
Weatherly Asset Management
California
$1.17M -$56.2K -1,119 -5%
AW
63
ACG Wealth
Georgia
$1.16M +$1.16M +23,205 New
JHCP
64
Jackson Hole Capital Partners
Oklahoma
$1.15M +$1.15M +23,007 New
CWM
65
CCG Wealth Management
California
$1.15M +$1.15M +22,923 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$1.14M +$1.14M +22,674 New
PFO
67
Pathstone Family Office
New Jersey
$1.13M +$200K +3,983 +21%
AP
68
Advisors Preferred
Maryland
$1.12M -$187K -3,730 -14%
ONST
69
Old North State Trust
North Carolina
$1.07M -$35.1K -700 -3%
SI
70
Stephens Inc
Arkansas
$1.04M +$482K +9,612 +86%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$964K +$966K +19,246 New
GWM
72
Geneos Wealth Management
Colorado
$920K +$553K +11,008 +149%
AIP
73
Almanack Investment Partners
Pennsylvania
$919K -$49.9K -995 -5%
TNBTD
74
Trustmark National Bank Trust Department
Mississippi
$900K +$413K +8,218 +84%
SS
75
Simplicity Solutions
Minnesota
$885K +$371K +7,395 +72%