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Invesco Ultra Short Duration ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Ultra Short Duration ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.54% more ownership

Funds ownership: 49.46%110.99% (+62%)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$196M)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.23%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
60
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$3.28M -$34.4K -686 -1%
LPT
52
Legacy Private Trust
Wisconsin
$3.27M -$648K -12,936 -16%
EH
53
Equitable Holdings
New York
$3.19M -$53.8K -1,074 -2%
SIA
54
Strategic Investment Advisors
Michigan
$3.18M -$535K -10,690 -14%
DAS
55
Dynamic Advisor Solutions
Arizona
$3.13M +$108K +2,156 +4%
SPI
56
Santori & Peters Inc
Pennsylvania
$3.04M -$27.1K -540 -0.9%
LWM
57
Laidlaw Wealth Management
New York
$2.97M +$3.01M +60,167 New
EWP
58
Engrave Wealth Partners
Texas
$2.91M +$157K +3,132 +6%
SPIA
59
Steward Partners Investment Advisory
New York
$2.88M +$381K +7,596 +15%
Deutsche Bank
60
Deutsche Bank
Germany
$2.7M +$2.47M +49,292 +892%
GT
61
Greenleaf Trust
Michigan
$2.63M -$2.1M -41,913 -44%
CCP
62
Cardan Capital Partners
Colorado
$2.35M +$2.38M +47,600 New
SEIA
63
Signature Estate & Investment Advisors
California
$2.32M +$2.36M +47,049 New
PAG
64
Pinnacle Advisory Group
Maryland
$2.31M -$63.2M -1,262,049 -96%
GC
65
Gratus Capital
Georgia
$2.18M -$7.48M -149,324 -77%
SFS
66
Sowell Financial Services
Arkansas
$2.17M +$480K +9,579 +28%
SI
67
Stephens Inc
Arkansas
$2.11M +$298K +5,942 +16%
IFG
68
Independent Financial Group
California
$1.97M +$2M +40,006 New
AFP
69
Ausdal Financial Partners
Iowa
$1.87M +$625K +12,483 +50%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$1.7M +$1.72M +34,303 New
DACG
71
Donor Advised Charitable Giving
California
$1.65M +$1.67M +33,393 New
TW
72
Transform Wealth
Colorado
$1.56M -$568K -11,335 -26%
RC
73
Rovin Capital
Arizona
$1.5M -$933K -18,628 -38%
FWSM
74
First Wilshire Securities Management
California
$1.47M -$3.06M -61,104 -67%
IA
75
IFP Advisors
Florida
$1.44M +$65K +1,297 +5%