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Invesco Ultra Short Duration ETF

219 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 98 reducing their positions, and 37 closing their positions.

Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
3.53%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
98
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$1.63M 32,986 -34,727 -51%
RCG
77
Regatta Capital Group
California
$1.62M 32,710 +1,218 +4%
BWM
78
BlackDiamond Wealth Management
New York
$1.55M 31,345 -3,396 -10%
OWA
79
Octavia Wealth Advisors
Ohio
$1.51M 30,525 +1,104 +4%
SWP
80
Stratos Wealth Partners
Ohio
$1.46M 29,501 -697 -2%
SPC
81
Sigma Planning Corp
Michigan
$1.45M 29,405 -19,781 -40%
CI
82
Ceera Investments
Texas
$1.45M 29,355 -2,510 -8%
CAN
83
Claraphi Advisory Network
United States
$1.43M 28,942 +12,011 +71%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$1.39M 28,007 +7,415 +36%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$1.38M 27,863 +27,825 +73,224%
IAIM
86
International Assets Investment Management
Florida
$1.37M 52,840 +52,840 New
CCM
87
Coldstream Capital Management
Washington
$1.36M 27,567 +27,567 New
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$1.36M 27,435 -1,152 -4%
FTA
89
Financial & Tax Architects
Missouri
$1.32M 26,539 +26,539 New
NRI
90
NFP Retirement Inc
California
$1.16M 23,495 -375 -2%
CFA
91
Compass Financial Advisors
Indiana
$1.13M 22,935 -1,300 -5%
LL
92
LWMG LLC
Minnesota
$1.06M 21,493 +21,493 New
IA
93
IFG Advisory
Georgia
$1.05M 21,210 +380 +2%
WA
94
Wealthstar Advisors
Texas
$1M 20,281 +1,000 +5%
FWSM
95
First Wilshire Securities Management
California
$996K 20,141 -43 -0.2%
SFG
96
Sovereign Financial Group
Connecticut
$966K 19,539 +572 +3%
SCP
97
Syntal Capital Partners
Texas
$934K 18,887 +3,244 +21%
WIM
98
Warwick Investment Management
Texas
$913K 18,462 +18,462 New
JHCP
99
Jackson Hole Capital Partners
Oklahoma
$887K 17,939 -1,192 -6%
SPIA
100
Steward Partners Investment Advisory
New York
$882K 17,824 -52,348 -75%