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Invesco Ultra Short Duration ETF

216 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

17% more capital invested

Capital invested by funds: $1.26B → $1.48B (+$218M)

14% more funds holding

Funds holding: 190216 (+26)

0.77% less ownership

Funds ownership: 50.7%49.92% (-0.77%)

Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
4.36%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
45
Increased
90
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
76
Cardan Capital Partners
Colorado
$2.4M
WAM
77
Weatherly Asset Management
California
$2.27M +$852K +16,875 +60%
BBHC
78
Brown Brothers Harriman & Co
New York
$2.23M
LPT
79
Legacy Private Trust
Wisconsin
$2.19M -$293K -5,793 -12%
SPI
80
Santori & Peters Inc
Pennsylvania
$2.08M +$98.3K +1,946 +5%
IFG
81
Independent Financial Group
California
$2.08M -$75.3K -1,491 -3%
FWSM
82
First Wilshire Securities Management
California
$1.98M +$503K +9,954 +34%
EH
83
Equitable Holdings
New York
$1.97M -$1.26M -24,999 -39%
SWP
84
Stratos Wealth Partners
Ohio
$1.97M +$284K +5,613 +17%
LWAC
85
Laurel Wealth Advisors (California)
California
$1.94M +$1.94M +38,325 New
COF
86
Capital One Financial
Virginia
$1.86M -$988K -19,552 -35%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$1.59M +31,479 +712%
GM
88
GeoWealth Management
Illinois
$1.81M -$1.02M -20,186 -36%
SAM
89
Seelaus Asset Management
New Jersey
$1.7M +$106K +2,096 +7%
AFP
90
Ausdal Financial Partners
Iowa
$1.67M -$222K -4,386 -12%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$1.51M +$375K +7,415 +33%
M&T Bank
92
M&T Bank
New York
$1.51M -$6.62K -131 -0.4%
TW
93
Transform Wealth
Colorado
$1.43M -$114K -2,252 -7%
ACG
94
Allen Capital Group
Nebraska
$1.36M +$1.36M +27,000 New
RC
95
Rovin Capital
Arizona
$1.34M -$12.1K -240 -0.9%
Truist Financial
96
Truist Financial
North Carolina
$1.27M -$296K -5,862 -19%
SC
97
Scotia Capital
Ontario, Canada
$1.16M +$401K +7,937 +53%
SW
98
SteelPeak Wealth
California
$1.12M +$222K +4,396 +25%
TI
99
Tidal Investments
Wisconsin
$1.11M +$1.41K +28 +0.1%
AW
100
ACG Wealth
Georgia
$1.11M -$64.4K -1,275 -5%