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Invesco Ultra Short Duration ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
236
Holders Change
+8
Holders Change %
+3.51%
% of All Funds
4.12%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
70
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$102M
2
CF
2
Clarity Financial
Texas
$38.7M
3
Jane Street
3
Jane Street
New York
$30.6M
4
TA
4
TruWealth Advisors
Louisiana
$64.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$22.1M
2
AC
2
Avestar Capital
New York
$7.62M
3
PPW
3
Pasadena Private Wealth
California
$9.79M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$3.77M
5
RJA
5
Raymond James & Associates
Florida
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
OA
76
Oxbow Advisors
Texas
$2.68M 53,025 +34,195 +182%
YIA
77
YHB Investment Advisors
Connecticut
$2.66M 52,710 -32,430 -38%
GI
78
Gradient Investments
Minnesota
$2.59M 51,212 -18,607 -27%
LWM
79
Laidlaw Wealth Management
New York
$2.54M 50,233 -1,195 -2%
SPC
80
Sigma Planning Corp
Michigan
$2.5M 49,510 +11,856 +31%
LWAC
81
Laurel Wealth Advisors (California)
California
$2.31M 45,726 +17,116 +60%
KFP
82
KMG Fiduciary Partners
Ohio
$2.07M 40,901 -11,660 -22%
OWA
83
Octavia Wealth Advisors
Ohio
$1.96M 38,876 -9,875 -20%
Deutsche Bank
84
Deutsche Bank
Germany
$1.95M 38,659 +26,823 +227%
GC
85
Grimes & Company
Massachusetts
$1.92M 38,101 +38,101 New
DAS
86
Dynamic Advisor Solutions
Arizona
$1.91M 37,833 -6,393 -14%
SWP
87
Stratos Wealth Partners
Ohio
$1.88M 37,170 -6,324 -15%
IWA
88
Inspirion Wealth Advisors
Illinois
$1.75M 34,709 -4,325 -11%
AFP
89
Ausdal Financial Partners
Iowa
$1.71M 33,918 -2,719 -7%
LPT
90
Legacy Private Trust
Wisconsin
$1.71M 33,917 -906 -3%
AWA
91
Arete Wealth Advisors
Illinois
$1.7M 33,583 -16,279 -33%
AWM
92
Accurate Wealth Management
Florida
$1.56M 30,867 +30,867 New
CWM
93
Capital Wealth Management
Rhode Island
$1.54M 30,420 -105,255 -78%
SCP
94
Syntal Capital Partners
Texas
$1.45M 28,785 +485 +2%
IA
95
IFP Advisors
Florida
$1.45M 28,711 +34 +0.1%
RC
96
Rovin Capital
Arizona
$1.4M 27,668 -8,445 -23%
LWP
97
Legacy Wealth Planning
Nevada
$1.37M 27,198 -738 -3%
TC
98
Trust Company
Kansas
$1.32M 26,079 +4,834 +23%
VWA
99
V Wealth Advisors
Kansas
$1.26M 24,972 +2,983 +14%
WP
100
WealthSource Partners
California
$1.25M 24,685 +282 +1%
2 3
4
5 6