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Invesco Ultra Short Duration ETF

150 hedge funds and large institutions have $1.05B invested in Invesco Ultra Short Duration ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

48% more capital invested

Capital invested by funds: $714M → $1.05B (+$341M)

27% more funds holding

Funds holding: 118150 (+32)

5.13% more ownership

Funds ownership: 48.48%53.61% (+5.1%)

Holders
150
Holders Change
+32
Holders Change %
+27.12%
% of All Funds
3.34%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.36%
New
43
Increased
64
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCMG
76
Gyroscope Capital Management Group
Florida
$874K +$121K +2,409 +16%
JP Morgan Chase
77
JP Morgan Chase
New York
$871K -$339K -6,757 -28%
IA
78
IFP Advisors
Florida
$864K +$119K +2,373 +16%
AWM
79
AE Wealth Management
Kansas
$862K -$629K -12,532 -42%
SPC
80
Sigma Planning Corp
Michigan
$822K +$225K +4,484 +38%
SPIA
81
Steward Partners Investment Advisory
New York
$802K +$193K +3,850 +32%
EA
82
Evergreen Advisors
Tennessee
$797K +$799K +15,917 New
MC
83
Moors & Cabot
Massachusetts
$779K +$142K +2,819 +22%
APA
84
American Portfolios Advisors
New York
$757K -$40.1K -799 -5%
SCM
85
Sterneck Capital Management
Missouri
$748K +$750K +14,935 New
AA
86
Ancora Advisors
Ohio
$747K -$1.47M -29,282 -66%
PP
87
Professional Planning
California
$735K +$33.2K +662 +5%
CA
88
Calton & Associates
Florida
$714K -$32.8K -654 -4%
BTS
89
BB&T Securities
Virginia
$713K
MMA
90
Miracle Mile Advisors
California
$693K +$695K +13,840 New
SFS
91
Summit Financial Strategies
Ohio
$691K
VWA
92
V Wealth Advisors
Kansas
$660K +$347K +6,915 +112%
FM
93
Family Management
New York
$645K +$647K +12,884 New
FNT
94
First National Trust
Pennsylvania
$636K
FA
95
FMA Advisory
Pennsylvania
$635K +$4.02K +80 +0.6%
OMC
96
Old Mission Capital
Illinois
$612K +$614K +12,230 New
SWP
97
Stratos Wealth Partners
Ohio
$610K -$139K -2,768 -19%
COI
98
Capital One Investing
Virginia
$601K +$602K +11,997 New
BAM
99
Belpointe Asset Management
Nevada
$599K +$454K +9,044 +309%
CAN
100
Cetera Advisor Networks
California
$572K +$103K +2,053 +22%