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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$107M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

1% less funds holding

Funds holding: 192190 (-2)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

60.3% less ownership

Funds ownership: 110.99%50.7% (-60%)

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.9%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.29%
New
28
Increased
73
Reduced
69
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
$3.34M -$19.6K -392 -0.6%
MML Investors Services
52
MML Investors Services
Massachusetts
$3.33M -$133K -2,649 -4%
EH
53
Equitable Holdings
New York
$3.23M -$31.1K -620 -1%
SFS
54
Sowell Financial Services
Arkansas
$3.19M +$968K +19,312 +44%
SPIA
55
Steward Partners Investment Advisory
New York
$3.12M +$172K +3,425 +6%
AWMS
56
Advocacy Wealth Management Services
Georgia
$3.08M +$2.02M +40,354 +195%
AIM
57
Astor Investment Management
Illinois
$2.94M +$2.92M +58,225 New
CB
58
Community Bank
New York
$2.93M +$2.26M +45,000 +341%
COF
59
Capital One Financial
Virginia
$2.85M -$578K -11,542 -17%
LWM
60
Laidlaw Wealth Management
New York
$2.84M -$194K -3,872 -6%
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$2.84M +$2.04M +40,625 +259%
GM
62
GeoWealth Management
Illinois
$2.82M +$2.8M +55,881 New
PP
63
Palladium Partners
Virginia
$2.79M -$2.92M -58,320 -51%
Stifel Financial
64
Stifel Financial
Missouri
$2.74M -$1.09M -21,798 -29%
PAG
65
Pinnacle Advisory Group
Maryland
$2.65M +$286K +5,703 +12%
Deutsche Bank
66
Deutsche Bank
Germany
$2.61M -$152K -3,026 -6%
LPT
67
Legacy Private Trust
Wisconsin
$2.48M -$861K -17,186 -26%
CCP
68
Cardan Capital Partners
Colorado
$2.4M
KFP
69
KMG Fiduciary Partners
Ohio
$2.29M +$2.28M +45,422 New
BBHC
70
Brown Brothers Harriman & Co
New York
$2.22M +$2.21M +44,070 New
IFG
71
Independent Financial Group
California
$2.15M +$133K +2,659 +7%
SPI
72
Santori & Peters Inc
Pennsylvania
$1.98M -$1.12M -22,364 -36%
AFP
73
Ausdal Financial Partners
Iowa
$1.89M +$4.81K +96 +0.3%
FTUS
74
Flow Traders U.S.
New York
$1.75M +$1.74M +34,703 New
SWP
75
Stratos Wealth Partners
Ohio
$1.68M +$1.67M +33,279 New