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Invesco Ultra Short Duration ETF

236 hedge funds and large institutions have $1.62B invested in Invesco Ultra Short Duration ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0% less funds holding

Funds holding: 237236 (-1)

5% less capital invested

Capital invested by funds: $1.71B → $1.62B (-$84.9M)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

1.91% less ownership

Funds ownership: 56.48%54.58% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
25
Increased
85
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
McNaughton Wealth Management
California
$5.2M +$334K +6,614 +7%
PAMG
52
Patton Albertson Miller Group
Tennessee
$5.07M -$795K -15,749 -14%
IWC
53
Integrated Wealth Concepts
Massachusetts
$4.97M -$3.73M -73,873 -43%
NFG
54
Nations Financial Group
Iowa
$4.96M +$4.96M +98,278 New
FAIM
55
Financial Advocates Investment Management
Washington
$4.87M +$316K +6,252 +7%
GGS
56
Galvin Gaustad & Stein
Arizona
$4.78M -$305K -6,046 -6%
LSPW
57
Lake Street Private Wealth
Illinois
$4.76M +$1.17M +23,207 +33%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.56M -$736K -14,582 -14%
MML Investors Services
59
MML Investors Services
Massachusetts
$4.23M +$228K +4,520 +6%
CI
60
Ceera Investments
Texas
$4.06M +$4.06M +80,510 New
AWMS
61
Advocacy Wealth Management Services
Georgia
$3.98M -$18.8K -372 -0.5%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$3.95M +$460K +9,120 +13%
KWM
63
Kingsview Wealth Management
Oregon
$3.91M -$490K -9,708 -11%
N
64
Natixis
France
$3.88M -$38.8K -769 -1%
GWM
65
Geneos Wealth Management
Colorado
$3.61M -$134K -2,657 -4%
WAM
66
Weatherly Asset Management
California
$3.37M +$300K +5,940 +10%
MSCM
67
McElhenny Sheffield Capital Management
Texas
$3.17M +$3.18M +62,906 New
FWSM
68
First Wilshire Securities Management
California
$3.13M +$202K +4,011 +7%
SPC
69
Sigma Planning Corp
Michigan
$2.99M +$488K +9,677 +20%
OA
70
Oxbow Advisors
Texas
$2.96M +$286K +5,670 +11%
BRWA
71
B. Riley Wealth Advisors
Florida
$2.69M -$37.4K -740 -1%
IFG
72
Independent Financial Group
California
$2.48M +$113K +2,238 +5%
IWA
73
Inspirion Wealth Advisors
Illinois
$2.47M +$718K +14,216 +41%
GC
74
Grimes & Company
Massachusetts
$2.39M +$464K +9,187 +24%
KIA
75
KCM Investment Advisors
California
$2.27M +$1.54M +30,458 +209%