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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$3.89M +$122K +2,457 +3%
BBHC
52
Brown Brothers Harriman & Co
New York
$3.76M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$3.69M +$1.04M +20,908 +39%
MWM
54
McNaughton Wealth Management
California
$3.61M -$1.38M -27,825 -28%
TC
55
Trust Company
Kansas
$3.61M -$46.2M -930,536 -93%
TA
56
TruWealth Advisors
Louisiana
$3.42M -$73M -1,471,175 -96%
BCMO
57
Buckingham Capital Management (Ohio)
Ohio
$3.08M -$1.48M -29,859 -32%
BAM
58
Belpointe Asset Management
Nevada
$3.03M -$66.5K -1,339 -2%
WAM
59
Weatherly Asset Management
California
$2.87M +$330K +6,650 +13%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$2.82M +$2.82M +56,838 New
GRP
61
Global Retirement Partners
California
$2.74M +$1.95M +39,305 +249%
KIA
62
KCM Investment Advisors
California
$2.55M +$1.93M +38,864 +309%
PIA
63
Perennial Investment Advisors
California
$2.46M +$2.46M +49,584 New
FIM
64
Freedom Investment Management
Connecticut
$2.36M -$1.76M -35,366 -43%
OA
65
Oxbow Advisors
Texas
$2.33M -$41.7K -840 -2%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$2.31M +$119K +2,388 +5%
CPRC
67
Consolidated Portfolio Review Corp
New York
$2.28M +$2.28M +45,989 New
PAMG
68
Patton Albertson Miller Group
Tennessee
$2.18M -$400K -8,068 -15%
DWM
69
Drive Wealth Management
Utah
$2.07M +$2.07M +41,728 New
GWP
70
Gateway Wealth Partners
Wisconsin
$2.06M +$2.06M +41,580 New
OC
71
Oppenheimer & Co
New York
$2.06M -$665K -13,398 -24%
Stifel Financial
72
Stifel Financial
Missouri
$1.99M +$300K +6,042 +18%
KAS
73
Kestra Advisory Services
Texas
$1.92M -$92.2K -1,857 -5%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.86M +$189K +3,808 +11%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$1.77M -$319K -6,424 -15%