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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$3.63M +$3.14M +62,889 +633%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$3.62M +$657K +13,171 +22%
DSC
53
Duncker Streett & Co
Missouri
$3.45M -$424K -8,487 -11%
MWM
54
McNaughton Wealth Management
California
$3.34M +$203K +4,063 +6%
TA
55
TruWealth Advisors
Louisiana
$3.13M +$636K +12,740 +25%
IWC
56
Integrated Wealth Concepts
Massachusetts
$2.92M -$1.41M -28,253 -33%
CPRC
57
Consolidated Portfolio Review Corp
New York
$2.85M +$152K +3,050 +6%
PI
58
PFG Investments
New York
$2.85M +$2.85M +57,064 New
GAM
59
Gotham Asset Management
New York
$2.84M +$267K +5,352 +10%
GRP
60
Global Retirement Partners
California
$2.61M -$112K -2,246 -4%
PCA
61
Prosperity Capital Advisors
Ohio
$2.54M -$1.29M -25,783 -34%
OC
62
Oppenheimer & Co
New York
$2.48M +$55.5K +1,112 +2%
WA
63
Wealthstar Advisors
Texas
$2.33M -$107K -2,146 -4%
ATPW
64
Ashton Thomas Private Wealth
Arizona
$2.25M +$601K +12,034 +36%
NA
65
NewEdge Advisors
Louisiana
$2.24M -$2.85M -57,136 -56%
Goldman Sachs
66
Goldman Sachs
New York
$2.23M +$2.23M +44,702 New
CIA
67
Concurrent Investment Advisors
Florida
$2.21M +$785K +15,721 +55%
WWM
68
WT Wealth Management
Arizona
$2.12M -$95K -1,903 -4%
TC
69
Trust Company
Kansas
$2.12M -$119K -2,388 -5%
SAM
70
Smartleaf Asset Management
Massachusetts
$2.06M +$2.06M +41,202 New
KAS
71
Kestra Advisory Services
Texas
$1.9M +$23K +460 +1%
OA
72
Oxbow Advisors
Texas
$1.85M -$101K -2,015 -5%
FIM
73
Freedom Investment Management
Connecticut
$1.84M -$285K -5,716 -13%
CWA
74
Capital Wealth Alliance
Arizona
$1.72M -$455K -9,109 -21%
ACM
75
Alpha Capital Management
Texas
$1.67M