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Invesco Ultra Short Duration ETF

213 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
51
Duncker Streett & Co
Missouri
$3.87M -$114K -2,295 -3%
PCA
52
Prosperity Capital Advisors
Ohio
$3.82M +$2.43M +48,837 +176%
PPW
53
Pasadena Private Wealth
California
$3.71M -$1.96M -39,312 -35%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$3.46M +$95.1K +1,909 +3%
MWM
55
McNaughton Wealth Management
California
$3.13M +$31.8K +638 +1%
PIA
56
Perennial Investment Advisors
California
$3.03M +$246K +4,943 +9%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$2.97M -$1.53M -30,642 -34%
GRP
58
Global Retirement Partners
California
$2.73M -$257K -5,151 -9%
CPRC
59
Consolidated Portfolio Review Corp
New York
$2.69M +$148K +2,974 +6%
GAM
60
Gotham Asset Management
New York
$2.57M -$631K -12,661 -20%
TA
61
TruWealth Advisors
Louisiana
$2.5M -$78.1K -1,568 -3%
VF
62
VitalStone Financial
Texas
$2.43M +$2.42M +48,689 New
WA
63
Wealthstar Advisors
Texas
$2.43M +$331K +6,651 +16%
OC
64
Oppenheimer & Co
New York
$2.43M +$183K +3,670 +8%
TC
65
Trust Company
Kansas
$2.24M -$619K -12,420 -22%
WWM
66
WT Wealth Management
Arizona
$2.22M +$110K +2,204 +5%
BSW
67
Buckingham Strategic Wealth
Missouri
$2.19M -$1.42M -28,469 -39%
CWA
68
Capital Wealth Alliance
Arizona
$2.18M -$414K -8,304 -16%
FIM
69
Freedom Investment Management
Connecticut
$2.12M +$1.42M +28,454 +201%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$1.98M +$1.98M +39,777 New
OA
71
Oxbow Advisors
Texas
$1.95M -$236K -4,734 -11%
KAS
72
Kestra Advisory Services
Texas
$1.87M -$63.6K -1,276 -3%
WP
73
WealthSource Partners
California
$1.82M -$17.9K -360 -1%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$1.82M -$121K -2,432 -6%
AWM
75
AE Wealth Management
Kansas
$1.72M -$1.59M -32,003 -48%