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Invesco Ultra Short Duration ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Ultra Short Duration ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.54% more ownership

Funds ownership: 49.46%110.99% (+62%)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$196M)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.23%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
60
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Bluefin Capital Management
New York
$1.37M +$1.39M +27,825 New
BAM
77
Belpointe Asset Management
Nevada
$1.37M +$215K +4,284 +18%
Truist Financial
78
Truist Financial
North Carolina
$1.27M -$20.4M -406,524 -94%
IWC
79
Integrated Wealth Concepts
Massachusetts
$1.24M +$1.26M +25,230 New
LWP
80
Legacy Wealth Planning
Nevada
$1.19M +$1.21M +24,173 New
VWA
81
V Wealth Advisors
Kansas
$1.18M +$250K +4,997 +26%
TI
82
Tidal Investments
Wisconsin
$1.18M -$2.04M -40,794 -63%
AW
83
ACG Wealth
Georgia
$1.16M -$502K -10,017 -30%
PAG
84
Private Advisor Group
New Jersey
$1.14M +$203K +4,060 +21%
IFWM
85
Institute for Wealth Management
Colorado
$1.13M +$254K +5,076 +28%
M&T Bank
86
M&T Bank
New York
$1.13M -$20.2K -404 -2%
JHCP
87
Jackson Hole Capital Partners
Oklahoma
$1.11M -$25K -500 -2%
BCA
88
Bay Colony Advisors
Massachusetts
$1.11M -$261K -5,209 -19%
WAM
89
Weatherly Asset Management
California
$1.1M +$269K +5,365 +32%
FAAS
90
First Allied Advisory Services
California
$1.04M -$209K -4,173 -17%
AWMS
91
Advocacy Wealth Management Services
Georgia
$1.02M -$546K -10,898 -35%
CWA
92
Capital Wealth Alliance
Arizona
$996K -$3.31M -66,087 -77%
WP
93
WealthSource Partners
California
$946K -$821K -16,384 -46%
SCP
94
Syntal Capital Partners
Texas
$916K -$9.47M -189,032 -91%
APA
95
American Portfolios Advisors
New York
$911K -$137K -2,729 -13%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$877K +$229K +4,564 +35%
NFG
97
Next Financial Group
Texas
$871K +$66.9K +1,336 +8%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$835K
CAN
99
Cetera Advisor Networks
California
$822K +$143K +2,852 +21%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$773K -$315K -6,287 -29%