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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.35B invested in Invesco Ultra Short Duration ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more funds holding

Funds holding: 166190 (+24)

7% more capital invested

Capital invested by funds: $1.26B → $1.35B (+$87.5M)

0.58% less ownership

Funds ownership: 50.04%49.46% (-0.58%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.33%
New
39
Increased
78
Reduced
52
Closed
13
Calls
$526K
Puts
Net Calls
+$526K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$4.53M +$3.29M +65,250 +265%
CWA
52
Capital Wealth Alliance
Arizona
$4.35M +$4.35M +86,298 New
GWM
53
Geneos Wealth Management
Colorado
$4.34M +$3.52M +69,771 +422%
CWM
54
CCG Wealth Management
California
$4.29M +$908K +18,013 +27%
LPT
55
Legacy Private Trust
Wisconsin
$3.99M -$1.42M -28,231 -26%
PAMG
56
Patton Albertson Miller Group
Tennessee
$3.93M +$1.09M +21,605 +38%
SIA
57
Strategic Investment Advisors
Michigan
$3.79M +$240K +4,770 +7%
GM
58
GeoWealth Management
Illinois
$3.75M +$3.76M +74,483 New
AWA
59
Arete Wealth Advisors
Illinois
$3.74M +$1.09M +21,579 +41%
KWM
60
Kingsview Wealth Management
Oregon
$3.68M -$202K -4,014 -5%
CONA
61
Capital One National Association
New York
$3.67M +$3.67M +72,871 New
DADC
62
D.A. Davidson & Co
Montana
$3.39M +$55.8K +1,106 +2%
LWM
63
Lionsbridge Wealth Management
Florida
$3.35M +$3.35M +66,419 New
EH
64
Equitable Holdings
New York
$3.31M +$3.32M +65,761 New
TI
65
Tidal Investments
Wisconsin
$3.26M -$205K -4,073 -6%
SPI
66
Santori & Peters Inc
Pennsylvania
$3.14M -$1.67M -33,077 -35%
DAS
67
Dynamic Advisor Solutions
Arizona
$3.09M +$56K +1,111 +2%
MMA
68
Miracle Mile Advisors
California
$3.05M +$772K +15,314 +34%
CFC
69
Coyle Financial Counsel
Illinois
$2.87M +$70K +1,389 +2%
EWP
70
Engrave Wealth Partners
Texas
$2.81M +$2.82M +55,859 New
IAA
71
Independent Advisor Alliance
North Carolina
$2.6M +$2.6M +51,545 New
SPIA
72
Steward Partners Investment Advisory
New York
$2.56M +$945K +18,752 +59%
CFGS
73
Concourse Financial Group Securities
Alabama
$2.49M -$3.83M -75,885 -61%
RC
74
Rovin Capital
Arizona
$2.46M +$2.46M +48,775 New
VWM
75
Vigilare Wealth Management
Arizona
$2.28M +$2.28M +45,247 New