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Invesco Ultra Short Duration ETF

166 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

4% more funds holding

Funds holding: 159166 (+7)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

4% less capital invested

Capital invested by funds: $1.32B → $1.26B (-$52.3M)

5.21% less ownership

Funds ownership: 55.25%50.04% (-5.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.64%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
22
Increased
63
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
CCG Wealth Management
California
$3.39M +$359K +7,125 +12%
DADC
52
D.A. Davidson & Co
Montana
$3.33M -$3.93K -78 -0.1%
WP
53
WealthSource Partners
California
$3.12M -$3.62M -71,738 -54%
DAS
54
Dynamic Advisor Solutions
Arizona
$3.03M -$5.7K -113 -0.2%
GC
55
Gratus Capital
Georgia
$2.86M +$2.86M +56,810 New
PAMG
56
Patton Albertson Miller Group
Tennessee
$2.84M +$551K +10,925 +24%
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$2.83M +$734K +14,559 +35%
CFC
58
Coyle Financial Counsel
Illinois
$2.81M -$6.24M -123,737 -69%
AWA
59
Arete Wealth Advisors
Illinois
$2.66M -$1.11K -22 -0%
TW
60
Transform Wealth
Colorado
$2.5M -$2.47M -48,922 -50%
PP
61
Palladium Partners
Virginia
$2.46M -$2.46M -48,712 -50%
AIM
62
Astor Investment Management
Illinois
$2.38M +$622K +12,329 +35%
IA
63
IFP Advisors
Florida
$2.36M +$2.36M +46,808 New
COI
64
Capital One Investing
Virginia
$2.31M +$685K +13,585 +42%
MMA
65
Miracle Mile Advisors
California
$2.28M -$202K -4,000 -8%
SBA
66
Secrest Blakey & Associates
North Carolina
$2.18M +$87.7K +1,739 +4%
IIA
67
IPG Investment Advisors
California
$1.76M -$165K -3,265 -9%
SFS
68
Sowell Financial Services
Arkansas
$1.69M +$1.69M +33,499 New
CWP
69
Capital Wealth Planning
Florida
$1.65M +$1.65M +32,719 New
AWM
70
AE Wealth Management
Kansas
$1.64M +$280K +5,556 +21%
SPIA
71
Steward Partners Investment Advisory
New York
$1.61M +$396K +7,851 +33%
AW
72
ACG Wealth
Georgia
$1.6M +$119K +2,359 +8%
SI
73
Stephens Inc
Arkansas
$1.51M +$163K +3,230 +12%
N
74
Natixis
France
$1.5M -$91.7K -1,819 -6%
BCA
75
Bay Colony Advisors
Massachusetts
$1.46M -$196K -3,880 -12%