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Invesco Ultra Short Duration ETF

216 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

17% more capital invested

Capital invested by funds: $1.26B → $1.48B (+$218M)

14% more funds holding

Funds holding: 190216 (+26)

0.77% less ownership

Funds ownership: 50.7%49.92% (-0.77%)

Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
4.36%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
45
Increased
90
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
51
Redhawk Wealth Advisors
Minnesota
$5.03M +$5.03M +99,554 New
AAS
52
Avantax Advisory Services
Texas
$4.78M +$4.78M +94,671 New
CB
53
Community Bank
New York
$4.46M +$1.52M +30,000 +52%
GI
54
Gradient Investments
Minnesota
$4.25M +$64.6K +1,279 +2%
IA
55
IFP Advisors
Florida
$4.05M +$2.56M +50,587 +171%
MML Investors Services
56
MML Investors Services
Massachusetts
$3.72M +$388K +7,677 +12%
PP
57
Palladium Partners
Virginia
$3.68M +$893K +17,673 +32%
EWP
58
Engrave Wealth Partners
Texas
$3.67M +$276K +5,471 +8%
DAS
59
Dynamic Advisor Solutions
Arizona
$3.53M +$58.6K +1,161 +2%
N
60
Natixis
France
$3.49M +$14.7K +292 +0.4%
DADC
61
D.A. Davidson & Co
Montana
$3.42M +$79.2K +1,569 +2%
AWM
62
AE Wealth Management
Kansas
$3.17M -$4.35M -86,186 -58%
SIA
63
Strategic Investment Advisors
Michigan
$3.17M -$300K -5,934 -9%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$3.16M +$3.16M +62,591 New
SFS
65
Sowell Financial Services
Arkansas
$3.07M -$129K -2,545 -4%
MWM
66
McNaughton Wealth Management
California
$2.77M +$1.59M +31,543 +135%
LWM
67
Laidlaw Wealth Management
New York
$2.76M -$80.3K -1,589 -3%
KFP
68
KMG Fiduciary Partners
Ohio
$2.74M +$443K +8,774 +19%
IWA
69
Inspirion Wealth Advisors
Illinois
$2.71M -$959K -18,983 -26%
FFN
70
Focus Financial Network
Minnesota
$2.65M +$2.65M +52,399 New
Stifel Financial
71
Stifel Financial
Missouri
$2.63M -$117K -2,314 -4%
Ameriprise
72
Ameriprise
Minnesota
$2.59M +$2.59M +51,260 New
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$2.5M -$340K -6,730 -12%
YIA
74
YHB Investment Advisors
Connecticut
$2.48M +$2.48M +49,120 New
PAG
75
Pinnacle Advisory Group
Maryland
$2.46M -$192K -3,801 -7%