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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$3.3M +$2.05M +41,191 +163%
GAM
52
Gotham Asset Management
New York
$3.19M +$197K +3,970 +7%
MWM
53
McNaughton Wealth Management
California
$3.09M -$66.1K -1,328 -2%
GRP
54
Global Retirement Partners
California
$2.97M +$221K +4,446 +8%
TC
55
Trust Company
Kansas
$2.85M +$5.22K +105 +0.2%
PIA
56
Perennial Investment Advisors
California
$2.78M +$43K +865 +2%
CWA
57
Capital Wealth Alliance
Arizona
$2.58M +$2.59M +51,980 New
TA
58
TruWealth Advisors
Louisiana
$2.56M -$559K -11,240 -18%
CPRC
59
Consolidated Portfolio Review Corp
New York
$2.54M +$216K +4,345 +9%
Citadel Advisors
60
Citadel Advisors
Florida
$2.43M -$752K -15,121 -24%
OC
61
Oppenheimer & Co
New York
$2.23M -$132K -2,654 -6%
OA
62
Oxbow Advisors
Texas
$2.18M -$40.5K -815 -2%
WWM
63
WT Wealth Management
Arizona
$2.1M +$2.1M +42,268 New
WA
64
Wealthstar Advisors
Texas
$2.09M +$363K +7,290 +21%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$1.94M +$521K +10,468 +37%
KAS
66
Kestra Advisory Services
Texas
$1.93M +$67.3K +1,353 +4%
WP
67
WealthSource Partners
California
$1.83M +$47.2K +948 +3%
PAMG
68
Patton Albertson Miller Group
Tennessee
$1.74M -$129K -2,603 -7%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$1.72M -$1.12M -22,425 -39%
DAS
70
Dynamic Advisor Solutions
Arizona
$1.7M +$19.9K +400 +1%
ACM
71
Alpha Capital Management
Texas
$1.66M -$2.59M -52,099 -61%
Stifel Financial
72
Stifel Financial
Missouri
$1.65M -$1.41M -28,404 -46%
Truist Financial
73
Truist Financial
North Carolina
$1.62M +$343K +6,890 +27%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$1.59M -$75.4K -1,516 -5%
WAM
75
Weatherly Asset Management
California
$1.56M -$425K -8,551 -21%