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Invesco Ultra Short Duration ETF

237 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
51
Galvin Gaustad & Stein
Arizona
$5.08M -$109K -2,154 -2%
CAL
52
Capital Advisors Ltd
Ohio
$5M -$1.92K -38 -0%
MWM
53
McNaughton Wealth Management
California
$4.87M +$398K +7,886 +9%
CB
54
Community Bank
New York
$4.57M -$58.8K -1,165 -1%
FAIM
55
Financial Advocates Investment Management
Washington
$4.55M +$428K +8,480 +10%
AWM
56
AE Wealth Management
Kansas
$4.54M +$3.82M +75,647 +530%
KWM
57
Kingsview Wealth Management
Oregon
$4.4M -$692K -13,714 -14%
DSC
58
Duncker Streett & Co
Missouri
$4.23M +$1.36M +26,995 +48%
MML Investors Services
59
MML Investors Services
Massachusetts
$4M -$1.04M -20,562 -21%
AWMS
60
Advocacy Wealth Management Services
Georgia
$4M -$1.7M -33,569 -30%
N
61
Natixis
France
$3.91M -$4.24K -84 -0.1%
M1FG
62
Mach-1 Financial Group
Arkansas
$3.85M +$3.47M +68,777 +926%
MIAN
63
Mariner Independent Advisor Network
Kansas
$3.77M -$6.84M -135,480 -64%
GWM
64
Geneos Wealth Management
Colorado
$3.74M -$648K -12,825 -15%
LSPW
65
Lake Street Private Wealth
Illinois
$3.59M +$228K +4,510 +7%
OC
66
Oppenheimer & Co
New York
$3.54M -$739K -14,637 -17%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$3.49M +$658K +13,036 +23%
MAG
68
MRA Advisory Group
New Jersey
$3.45M -$4.09K -81 -0.1%
HI
69
Harbour Investments
Wisconsin
$3.15M +$1.27M +25,103 +67%
BIAS
70
Beacon Investment Advisory Services
New Jersey
$3.1M +$3.1M +61,396 New
WAM
71
Weatherly Asset Management
California
$3.07M +$10.6K +210 +0.3%
FWSM
72
First Wilshire Securities Management
California
$2.93M +$909 +18 +0%
CWM
73
CCG Wealth Management
California
$2.8M -$1.55M -30,690 -36%
BRWA
74
B. Riley Wealth Advisors
Florida
$2.73M -$405K -8,026 -13%
Stifel Financial
75
Stifel Financial
Missouri
$2.68M -$242K -4,799 -8%