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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
76
Warwick Investment Management
Texas
$1.39M +$299K +6,009 +27%
PCA
77
Prosperity Capital Advisors
Ohio
$1.38M -$1.12M -22,466 -45%
NA
78
Nottingham Advisors
New York
$1.36M -$6.17M -124,132 -79%
AP
79
Atwood & Palmer
Missouri
$1.32M -$7.29M -146,478 -85%
GWP
80
Gateway Wealth Partners
Wisconsin
$1.32M -$1.31M -26,263 -50%
PBF
81
Petix & Botte Financial
California
$1.26M -$188K -3,786 -13%
IFO
82
Intrepid Family Office
Florida
$1.24M +$303K +6,100 +32%
AC
83
AlphaCore Capital
California
$1.22M +$15.2K +306 +1%
OWA
84
Octavia Wealth Advisors
Ohio
$1.21M -$111K -2,222 -8%
RCG
85
Regatta Capital Group
California
$1.19M -$128K -2,569 -10%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$1.19M +$45.2K +908 +4%
NRI
87
NFP Retirement Inc
California
$1.17M
IA
88
IFG Advisory
Georgia
$1.16M -$995 -20 -0.1%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$1.09M -$108K -2,163 -9%
FWSM
90
First Wilshire Securities Management
California
$1M
IWC
91
Integrated Wealth Concepts
Massachusetts
$993K -$2.92M -58,797 -75%
WWA
92
WCG Wealth Advisors
Nevada
$985K +$986K +19,816 New
OIA
93
OneDigital Investment Advisors
Kansas
$978K +$74.2K +1,491 +8%
HighTower Advisors
94
HighTower Advisors
Illinois
$965K -$410K -8,252 -30%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$961K +$188K +3,775 +24%
SFG
96
Sovereign Financial Group
Connecticut
$927K +$63.7K +1,281 +7%
SWP
97
Stratos Wealth Partners
Ohio
$900K +$50.2K +1,009 +6%
FTA
98
Financial & Tax Architects
Missouri
$855K +$259K +5,215 +44%
IFG
99
Independent Financial Group
California
$845K -$132K -2,661 -14%
EWM
100
Endowment Wealth Management
Wisconsin
$843K +$161K +3,240 +24%