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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
51
Brown Brothers Harriman & Co
New York
$3.75M
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$3.61M +$1.56M +31,562 +76%
AWMS
53
Advocacy Wealth Management Services
Georgia
$3.43M +$449K +9,103 +15%
CCM
54
Crabel Capital Management
California
$3.21M +$3.2M +64,889 New
LWAC
55
Laurel Wealth Advisors (California)
California
$3.13M +$619K +12,529 +25%
Citadel Advisors
56
Citadel Advisors
Florida
$3.11M +$977K +19,789 +46%
BAM
57
Belpointe Asset Management
Nevada
$3.08M -$2.83M -57,360 -48%
FAIM
58
Financial Advocates Investment Management
Washington
$3.04M -$228K -4,619 -7%
Jane Street
59
Jane Street
New York
$2.95M -$37.1M -751,404 -93%
OC
60
Oppenheimer & Co
New York
$2.72M +$671K +13,587 +33%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$2.64M +$279K +5,657 +12%
PAMG
62
Patton Albertson Miller Group
Tennessee
$2.58M -$78.3K -1,585 -3%
FFG
63
Ford Financial Group
California
$2.56M +$242K +4,893 +10%
WAM
64
Weatherly Asset Management
California
$2.53M -$242K -4,911 -9%
PAG
65
Private Advisor Group
New Jersey
$2.53M -$1.57M -31,785 -22%
OA
66
Oxbow Advisors
Texas
$2.36M -$208K -4,220 -8%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.22M -$555K -11,247 -20%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$2.2M -$95.5K -1,935 -4%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$2.08M +$156K +3,156 +8%
KAS
70
Kestra Advisory Services
Texas
$2.01M -$79.5K -1,610 -4%
IFO
71
Intrepid Family Office
Florida
$1.91M -$3.52M -71,293 -65%
SB
72
Strategic Blueprint
Georgia
$1.89M +$1.51M +30,525 +392%
Stifel Financial
73
Stifel Financial
Missouri
$1.69M -$322K -6,529 -16%
KFP
74
KMG Fiduciary Partners
Ohio
$1.68M +$889 +18 +0.1%
DAS
75
Dynamic Advisor Solutions
Arizona
$1.66M -$15.1K -305 -0.9%