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Invesco Ultra Short Duration ETF

275 hedge funds and large institutions have $2.25B invested in Invesco Ultra Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 87

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$424M)

7.13% more ownership

Funds ownership: 61.81%68.94% (+7.1%)

5% more funds holding

Funds holding: 263275 (+12)

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
122
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
51
Wealth Intelligence
Georgia
$6.16M +$6.17M +122,644 New
Jones Financial Companies
52
Jones Financial Companies
Missouri
$5.93M +$2.05M +40,795 +53%
BIAS
53
Beacon Investment Advisory Services
New Jersey
$5.92M +$2.38M +47,297 +67%
DWM
54
Daner Wealth Management
Georgia
$5.6M +$112K +2,220 +2%
G
55
GenTrust
Florida
$5.58M +$2.15M +42,788 +63%
CAL
56
Capital Advisors Ltd
Ohio
$5.54M -$86.2K -1,715 -2%
HCA
57
Hardworking Capital Advisors
California
$5.5M +$5.5M +109,388 New
AWMS
58
Advocacy Wealth Management Services
Georgia
$5.19M -$226K -4,493 -4%
CWWM
59
Curry Webb Wealth Management
Indiana
$4.98M +$4.98M +99,076 New
Truist Financial
60
Truist Financial
North Carolina
$4.91M -$754K -15,005 -13%
ASN
61
Advisory Services Network
Georgia
$4.79M -$281K -5,587 -6%
SFA
62
Sequoia Financial Advisors
Ohio
$4.72M +$4.72M +93,926 New
BFG
63
Bleakley Financial Group
New Jersey
$4.66M +$744K +14,802 +19%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$4.37M -$872K -17,338 -17%
PWA
65
Perspective Wealth Advisors
Colorado
$4.37M +$4.37M +86,902 New
TA
66
TruWealth Advisors
Louisiana
$4.25M +$160K +3,182 +4%
NFG
67
Norris Financial Group
South Carolina
$4.21M -$178K -3,541 -4%
Mariner
68
Mariner
Kansas
$4.02M +$101K +2,007 +3%
BFA
69
Brown Financial Advisors
Ohio
$3.95M +$356K +7,087 +10%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$3.86M +$445K +8,859 +13%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$3.84M +$225K +4,480 +6%
DADC
72
D.A. Davidson & Co
Montana
$3.83M +$94.4K +1,877 +3%
GRP
73
Global Retirement Partners
California
$3.75M +$631K +12,554 +20%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$3.47M +$149K +2,965 +4%
CFO
75
Cambient Family Office
Michigan
$3.25M +$3.26M +64,758 New