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Invesco Ultra Short Duration ETF
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Overview Fund Activity

219 hedge funds and large institutions have $1.43B invested in Invesco Ultra Short Duration ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
80
Reduced
86
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$68.4M
3
RCS
3
Retirement Capital Strategies
California
$16M
4
Morgan Stanley
4
Morgan Stanley
New York
$158M
5
LPL Financial
5
LPL Financial
California
$115M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$60.5M
2
AC
2
Avestar Capital
New York
$15.7M
3
Wells Fargo
3
Wells Fargo
California
$118M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GIA
5
Gladstone Institutional Advisory
Florida
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$4.14M 83,017 +10,188 +14%
MFS
52
Mattson Financial Services
Michigan
$4M 80,142 +80,142 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$3.68M 73,836 +1,178 +2%
OC
54
Oppenheimer & Co
New York
$3.68M 73,799 +24,058 +48%
MWM
55
McNaughton Wealth Management
California
$3.62M 72,580 +5,707 +9%
BFA
56
Brown Financial Advisors
Ohio
$3.41M 68,309 +68,309 New
DSC
57
Duncker Streett & Co
Missouri
$3.34M 66,882 -2,194 -3%
TGAM
58
TBH Global Asset Management
Tennessee
$3.33M 66,693 +66,693 New
TA
59
TruWealth Advisors
Louisiana
$3.33M 66,661 +3,899 +6%
BIAS
60
Beacon Investment Advisory Services
New Jersey
$3.32M 66,484 -32,131 -33%
CPRC
61
Consolidated Portfolio Review Corp
New York
$3.16M 63,299 +6,235 +11%
GAM
62
Gotham Asset Management
New York
$2.89M 57,821 +994 +2%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$2.78M 55,681 +37,415 +205%
PCA
64
Prosperity Capital Advisors
Ohio
$2.59M 51,865 +1,015 +2%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$2.54M 50,825 +5,663 +13%
CIA
66
Concurrent Investment Advisors
Florida
$2.53M 50,762 +6,404 +14%
GRP
67
Global Retirement Partners
California
$2.53M 50,669 -1,670 -3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.53M 50,593 -51,173 -50%
KAS
69
Kestra Advisory Services
Texas
$2.41M 48,308 +10,303 +27%
TC
70
Trust Company
Kansas
$2.17M 43,478 +940 +2%
Stifel Financial
71
Stifel Financial
Missouri
$2.16M 43,228 +12,123 +39%
SAM
72
Smartleaf Asset Management
Massachusetts
$2.06M 41,202 – –
OA
73
Oxbow Advisors
Texas
$1.76M 35,195 -1,855 -5%
WWM
74
WT Wealth Management
Arizona
$1.76M 35,190 -7,379 -17%
WIM
75
Warwick Investment Management
Texas
$1.65M 33,161 +4,146 +14%
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