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Invesco Ultra Short Duration ETF

237 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, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
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
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
Oxbow Advisors
Texas
$2.68M +$1.73M +34,195 +182%
YIA
77
YHB Investment Advisors
Connecticut
$2.66M -$1.64M -32,430 -38%
GI
78
Gradient Investments
Minnesota
$2.58M -$940K -18,607 -27%
LWM
79
Laidlaw Wealth Management
New York
$2.54M -$60.3K -1,195 -2%
SPC
80
Sigma Planning Corp
Michigan
$2.5M +$599K +11,856 +31%
IFG
81
Independent Financial Group
California
$2.37M +$50.5K +1,001 +2%
LWAC
82
Laurel Wealth Advisors (California)
California
$2.31M +$864K +17,116 +60%
KFP
83
KMG Fiduciary Partners
Ohio
$2.06M -$589K -11,660 -22%
OWA
84
Octavia Wealth Advisors
Ohio
$1.96M -$499K -9,875 -20%
Deutsche Bank
85
Deutsche Bank
Germany
$1.95M +$1.35M +26,823 +227%
GC
86
Grimes & Company
Massachusetts
$1.92M +$1.92M +38,101 New
DAS
87
Dynamic Advisor Solutions
Arizona
$1.91M -$323K -6,393 -14%
SWP
88
Stratos Wealth Partners
Ohio
$1.88M -$319K -6,324 -15%
IWA
89
Inspirion Wealth Advisors
Illinois
$1.75M -$218K -4,325 -11%
AFP
90
Ausdal Financial Partners
Iowa
$1.71M -$137K -2,719 -7%
LPT
91
Legacy Private Trust
Wisconsin
$1.71M -$45.7K -906 -3%
AWA
92
Arete Wealth Advisors
Illinois
$1.7M -$822K -16,279 -33%
AWM
93
Accurate Wealth Management
Florida
$1.56M +$1.56M +30,867 New
CWM
94
Capital Wealth Management
Rhode Island
$1.54M -$5.31M -105,255 -78%
SCP
95
Syntal Capital Partners
Texas
$1.45M +$24.5K +485 +2%
IA
96
IFP Advisors
Florida
$1.45M +$1.72K +34 +0.1%
RC
97
Rovin Capital
Arizona
$1.4M -$426K -8,445 -23%
LWP
98
Legacy Wealth Planning
Nevada
$1.37M -$37.3K -738 -3%
TC
99
Trust Company
Kansas
$1.32M +$244K +4,834 +23%
VWA
100
V Wealth Advisors
Kansas
$1.26M +$151K +2,983 +14%