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Invesco Ultra Short Duration ETF

236 hedge funds and large institutions have $1.62B invested in Invesco Ultra Short Duration ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0% less funds holding

Funds holding: 237236 (-1)

5% less capital invested

Capital invested by funds: $1.71B → $1.62B (-$84.9M)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

1.91% less ownership

Funds ownership: 56.48%54.58% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
25
Increased
85
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PBF
76
Petix & Botte Financial
California
$2.23M +$1.09M +21,674 +96%
AFP
77
Ausdal Financial Partners
Iowa
$2.22M +$506K +10,022 +30%
Stifel Financial
78
Stifel Financial
Missouri
$2.19M -$490K -9,713 -18%
CAM
79
Crestone Asset Management
Colorado
$2.17M +$2.17M +43,085 New
DAS
80
Dynamic Advisor Solutions
Arizona
$2.08M +$170K +3,374 +9%
GI
81
Gradient Investments
Minnesota
$2.03M -$559K -11,075 -22%
CWM
82
CCG Wealth Management
California
$2.01M -$789K -15,631 -28%
KFP
83
KMG Fiduciary Partners
Ohio
$2.01M -$51.2K -1,014 -2%
ACG
84
Allen Capital Group
Nebraska
$1.93M -$4.58M -90,663 -70%
LWM
85
Laidlaw Wealth Management
New York
$1.9M -$632K -12,524 -25%
OWA
86
Octavia Wealth Advisors
Ohio
$1.82M -$138K -2,743 -7%
SWP
87
Stratos Wealth Partners
Ohio
$1.79M -$83.2K -1,648 -4%
SCP
88
Syntal Capital Partners
Texas
$1.53M +$73.7K +1,460 +5%
FEG
89
Financial Enhancement Group
Indiana
$1.51M +$505K +10,000 +50%
YIA
90
YHB Investment Advisors
Connecticut
$1.5M -$1.16M -23,000 -44%
VWA
91
V Wealth Advisors
Kansas
$1.48M +$225K +4,448 +18%
TC
92
Trust Company
Kansas
$1.46M +$145K +2,873 +11%
KAS
93
Kestra Advisory Services
Texas
$1.44M +$333K +6,606 +30%
LWP
94
Legacy Wealth Planning
Nevada
$1.42M +$47.1K +934 +3%
HIC
95
Holderness Investments Company
North Carolina
$1.4M +$304K +6,015 +28%
MAG
96
MRA Advisory Group
New Jersey
$1.39M -$2.06M -40,748 -60%
AWM
97
Accurate Wealth Management
Florida
$1.35M -$1.16M -22,884 -74%
IA
98
IFP Advisors
Florida
$1.29M -$159K -3,143 -11%
CAN
99
Cetera Advisor Networks
California
$1.25M +$37.3K +739 +3%
WA
100
Wealthstar Advisors
Texas
$1.24M +$75.7K +1,500 +6%