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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$107M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

1% less funds holding

Funds holding: 192190 (-2)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

60.3% less ownership

Funds ownership: 110.99%50.7% (-60%)

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.9%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.29%
New
28
Increased
73
Reduced
69
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Seelaus Asset Management
New Jersey
$1.59M +$1.58M +31,522 New
Truist Financial
77
Truist Financial
North Carolina
$1.56M +$258K +5,145 +20%
TW
78
Transform Wealth
Colorado
$1.54M -$59.8K -1,193 -4%
M&T Bank
79
M&T Bank
New York
$1.51M +$362K +7,222 +32%
IA
80
IFP Advisors
Florida
$1.49M +$4.41K +88 +0.3%
FWSM
81
First Wilshire Securities Management
California
$1.48M -$30.4K -606 -2%
WAM
82
Weatherly Asset Management
California
$1.42M +$296K +5,910 +27%
RC
83
Rovin Capital
Arizona
$1.35M -$174K -3,471 -12%
VWA
84
V Wealth Advisors
Kansas
$1.18M -$25.3K -504 -2%
MWM
85
McNaughton Wealth Management
California
$1.18M +$1.17M +23,304 New
AW
86
ACG Wealth
Georgia
$1.17M -$19.6K -391 -2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$1.14M +$343K +6,836 +44%
TI
88
Tidal Investments
Wisconsin
$1.11M -$97.5K -1,945 -8%
IFWM
89
Institute for Wealth Management
Colorado
$1.06M -$98.4K -1,963 -9%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$1.05M +$151K +3,012 +17%
JHCP
91
Jackson Hole Capital Partners
Oklahoma
$1.03M -$102K -2,031 -9%
AWA
92
Arete Wealth Advisors
Illinois
$992K +$675K +13,477 +218%
APA
93
American Portfolios Advisors
New York
$959K +$27.7K +553 +3%
FAAS
94
First Allied Advisory Services
California
$904K -$157K -3,132 -15%
SW
95
SteelPeak Wealth
California
$900K +$894K +17,835 New
SCP
96
Syntal Capital Partners
Texas
$890K -$46.5K -928 -5%
BAM
97
Belpointe Asset Management
Nevada
$872K -$523K -10,435 -38%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$835K
ECA
99
Elevated Capital Advisors
Utah
$825K +$818K +16,326 New
WP
100
WealthSource Partners
California
$795K -$171K -3,412 -18%