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Invesco Ultra Short Duration ETF

166 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

4% more funds holding

Funds holding: 159166 (+7)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

4% less capital invested

Capital invested by funds: $1.32B → $1.26B (-$52.3M)

5.21% less ownership

Funds ownership: 55.25%50.04% (-5.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.64%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
22
Increased
63
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
76
Peak Asset Management
Colorado
$1.42M -$169K -3,345 -11%
FAAS
77
First Allied Advisory Services
California
$1.39M +$46.8K +929 +3%
IFWM
78
Institute for Wealth Management
Colorado
$1.27M -$1.14M -22,566 -47%
OC
79
Oppenheimer & Co
New York
$1.24M -$11.7K -232 -0.9%
FGAM
80
Financial Gravity Asset Management
Texas
$1.18M -$372K -7,378 -24%
JHCP
81
Jackson Hole Capital Partners
Oklahoma
$1.16M
MA
82
MONECO Advisors
Connecticut
$1.15M +$907 +18 +0.1%
M&T Bank
83
M&T Bank
New York
$1.07M +$50.4K +1,000 +5%
APA
84
American Portfolios Advisors
New York
$1.07M +$178K +3,531 +20%
TSS
85
Two Sigma Securities
New York
$1.01M +$1.01M +19,976 New
OCM
86
Orser Capital Management
Texas
$1M
GTAM
87
Global Trust Asset Management
Florida
$972K +$14.9K +295 +2%
VWA
88
V Wealth Advisors
Kansas
$953K +$273K +5,419 +40%
BRWM
89
B. Riley Wealth Management
Tennessee
$944K +$564K +11,197 +149%
DWM
90
Darwin Wealth Management
Florida
$929K -$43.9K -871 -5%
PAG
91
Private Advisor Group
New Jersey
$928K +$175K +3,464 +23%
UCFA
92
United Capital Financial Advisors
Texas
$892K -$297K -5,888 -25%
CB
93
Community Bank
New York
$847K +$8.32K +165 +1%
GWM
94
Geneos Wealth Management
Colorado
$832K -$68.2K -1,353 -8%
FAIM
95
Financial Advocates Investment Management
Washington
$816K +$126K +2,504 +18%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$791K -$141K -2,805 -15%
AIP
97
Almanack Investment Partners
Pennsylvania
$784K -$101K -2,012 -11%
NFG
98
Next Financial Group
Texas
$778K -$1.41K -28 -0.2%
CFG
99
CMC Financial Group
Georgia
$763K +$464K +9,211 +156%
WAM
100
Weatherly Asset Management
California
$750K -$157K -3,123 -17%