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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
76
Mach-1 Financial Group
Arkansas
$1.74M +$1.74K +35 New
HighTower Advisors
77
HighTower Advisors
Illinois
$1.66M -$570K -11,485 -26%
SPC
78
Sigma Planning Corp
Michigan
$1.64M +$180K +3,620 +12%
RCG
79
Regatta Capital Group
California
$1.62M
IWC
80
Integrated Wealth Concepts
Massachusetts
$1.35M -$287K -5,780 -18%
OWA
81
Octavia Wealth Advisors
Ohio
$1.33M -$181K -3,647 -12%
WA
82
Wealthstar Advisors
Texas
$1.3M +$298K +6,011 +30%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$1.24M -$121K -2,433 -9%
FTA
84
Financial & Tax Architects
Missouri
$1.24M -$80.2K -1,616 -6%
CCM
85
Coldstream Capital Management
Washington
$1.22M -$145K -2,930 -11%
NRI
86
NFP Retirement Inc
California
$1.17M
IA
87
IFG Advisory
Georgia
$1.16M +$106K +2,139 +10%
CFA
88
Compass Financial Advisors
Indiana
$1.11M -$24.8K -500 -2%
WIM
89
Warwick Investment Management
Texas
$1.06M +$139K +2,810 +15%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$1.01M -$2.61M -52,541 -72%
FWSM
91
First Wilshire Securities Management
California
$999K
WP
92
WealthSource Partners
California
$993K +$744K +14,990 +298%
AC
93
AlphaCore Capital
California
$991K +$992K +19,987 New
IFG
94
Independent Financial Group
California
$989K -$407K -8,208 -29%
FAIM
95
Financial Advocates Investment Management
Washington
$989K -$2.06M -41,590 -68%
SCP
96
Syntal Capital Partners
Texas
$968K +$31.3K +631 +3%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$956K -$433K -8,725 -31%
JHCP
98
Jackson Hole Capital Partners
Oklahoma
$949K +$59.2K +1,192 +7%
VWA
99
V Wealth Advisors
Kansas
$930K +$112K +2,252 +14%
CWM
100
Cornerstone Wealth Management
Missouri
$929K +$930K +18,732 New