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Invesco Ultra Short Duration ETF

220 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, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
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
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$1.63M -$1.71M -34,727 -51%
RCG
77
Regatta Capital Group
California
$1.62M +$60.1K +1,218 +4%
BWM
78
BlackDiamond Wealth Management
New York
$1.55M -$168K -3,396 -10%
OWA
79
Octavia Wealth Advisors
Ohio
$1.51M +$54.5K +1,104 +4%
SWP
80
Stratos Wealth Partners
Ohio
$1.46M -$34.4K -697 -2%
SPC
81
Sigma Planning Corp
Michigan
$1.45M -$977K -19,781 -40%
CI
82
Ceera Investments
Texas
$1.45M -$124K -2,510 -8%
CAN
83
Claraphi Advisory Network
United States
$1.43M +$593K +12,011 +71%
IFG
84
Independent Financial Group
California
$1.39M -$145K -2,933 -9%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.39M +$366K +7,415 +36%
JP Morgan Chase
86
JP Morgan Chase
New York
$1.38M +$1.37M +27,825 +73,224%
IAIM
87
International Assets Investment Management
Florida
$1.37M +$2.61M +52,840 New
CCM
88
Coldstream Capital Management
Washington
$1.36M +$1.36M +27,567 New
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$56.9K -1,152 -4%
FTA
90
Financial & Tax Architects
Missouri
$1.32M +$1.31M +26,539 New
NRI
91
NFP Retirement Inc
California
$1.16M -$18.5K -375 -2%
CFA
92
Compass Financial Advisors
Indiana
$1.13M -$64.2K -1,300 -5%
LL
93
LWMG LLC
Minnesota
$1.06M +$1.06M +21,493 New
IA
94
IFG Advisory
Georgia
$1.05M +$18.8K +380 +2%
WA
95
Wealthstar Advisors
Texas
$1M +$49.4K +1,000 +5%
FWSM
96
First Wilshire Securities Management
California
$996K -$2.12K -43 -0.2%
SFG
97
Sovereign Financial Group
Connecticut
$966K +$28.2K +572 +3%
SCP
98
Syntal Capital Partners
Texas
$934K +$160K +3,244 +21%
WIM
99
Warwick Investment Management
Texas
$913K +$912K +18,462 New
JHCP
100
Jackson Hole Capital Partners
Oklahoma
$887K -$58.9K -1,192 -6%