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Invesco Ultra Short Duration ETF

230 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

6% more funds holding

Funds holding: 216230 (+14)

6% more capital invested

Capital invested by funds: $1.48B → $1.58B (+$95.9M)

2.38% more ownership

Funds ownership: 49.92%52.3% (+2.4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

Holders
230
Holders Change
+14
Holders Change %
+6.48%
% of All Funds
4.07%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
47
Increased
82
Reduced
77
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$4.99M -$123K -2,434 -2%
GGS
52
Galvin Gaustad & Stein
Arizona
$4.95M +$4.94M +97,802 New
CB
53
Community Bank
New York
$4.66M +$196K +3,870 +4%
CCM
54
Crabel Capital Management
California
$4.6M +$4.22M +83,547 +1,136%
CF
55
Clarity Financial
Texas
$4.58M +$4.57M +90,450 New
TYCC
56
Texas Yale Capital Corp
Florida
$4.53M -$5.03M -99,597 -53%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.53M +$800K +15,830 +21%
GI
58
Gradient Investments
Minnesota
$4.17M -$79.5K -1,573 -2%
PP
59
Palladium Partners
Virginia
$4.09M +$400K +7,905 +11%
MWM
60
McNaughton Wealth Management
California
$4.08M +$1.3M +25,794 +47%
IA
61
IFP Advisors
Florida
$4.06M +$1.62K +32 +0%
CWM
62
CCG Wealth Management
California
$3.98M -$3.77M -74,626 -49%
Stifel Financial
63
Stifel Financial
Missouri
$3.83M +$1.2M +23,685 +45%
VBFG
64
Vishria Bird Financial Group
Tennessee
$3.69M -$9.86M -195,097 -73%
DAS
65
Dynamic Advisor Solutions
Arizona
$3.67M +$136K +2,685 +4%
N
66
Natixis
France
$3.49M +$2.68K +53 +0.1%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$3.44M +$2.68M +52,919 +353%
YIA
68
YHB Investment Advisors
Connecticut
$3.41M +$924K +18,270 +37%
DADC
69
D.A. Davidson & Co
Montana
$3.26M -$170K -3,359 -5%
SWMP
70
Signature Wealth Management Partners
New Jersey
$3.2M +$3.2M +63,284 New
MAG
71
MRA Advisory Group
New Jersey
$3.11M +$3.11M +61,495 New
IWA
72
Inspirion Wealth Advisors
Illinois
$3.08M +$363K +7,186 +13%
WAM
73
Weatherly Asset Management
California
$2.79M +$517K +10,235 +23%
OWA
74
Octavia Wealth Advisors
Ohio
$2.74M +$2.74M +54,232 New
KFP
75
KMG Fiduciary Partners
Ohio
$2.74M -$2.33K -46 -0.1%