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Invesco Ultra Short Duration ETF

223 hedge funds and large institutions have $1.21B invested in Invesco Ultra Short Duration ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 215223 (+8)

0.56% less ownership

Funds ownership: 65.31%64.76% (-0.56%)

6% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$81.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 97

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
63
Reduced
97
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$1.68M -$178K -3,576 -10%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$1.66M -$106K -2,130 -6%
PBF
78
Petix & Botte Financial
California
$1.44M +$540K +10,864 +60%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$1.41M +$1.41M +28,436 +74,832%
HighTower Advisors
80
HighTower Advisors
Illinois
$1.38M -$285K -5,733 -17%
RCG
81
Regatta Capital Group
California
$1.32M -$305K -6,141 -19%
OWA
82
Octavia Wealth Advisors
Ohio
$1.32M -$16.9K -341 -1%
Truist Financial
83
Truist Financial
North Carolina
$1.27M +$444K +8,940 +54%
NWMG
84
National Wealth Management Group
Ohio
$1.27M +$1.26M +25,450 New
AWM
85
AE Wealth Management
Kansas
$1.25M +$815K +16,409 +186%
CWM
86
Cornerstone Wealth Management
Missouri
$1.24M +$308K +6,188 +33%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$1.21M -$1.11M -22,247 -48%
AC
88
AlphaCore Capital
California
$1.2M +$212K +4,258 +21%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$1.2M -$41.1K -828 -3%
SPC
90
Sigma Planning Corp
Michigan
$1.17M -$473K -9,510 -29%
NRI
91
NFP Retirement Inc
California
$1.17M
IA
92
IFG Advisory
Georgia
$1.16M +$2.93K +59 +0.3%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$1.15M +$188K +3,793 +20%
WIM
94
Warwick Investment Management
Texas
$1.09M +$35.8K +720 +3%
CCM
95
Crabel Capital Management
California
$1.04M +$473K +9,520 +84%
CFS
96
CGC Financial Services
Oregon
$1.01M +$1.01M +20,344 New
FWSM
97
First Wilshire Securities Management
California
$1M
SCP
98
Syntal Capital Partners
Texas
$994K +$25K +504 +3%
IFG
99
Independent Financial Group
California
$976K -$13.7K -275 -1%
IFO
100
Intrepid Family Office
Florida
$938K +$939K +18,900 New