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Invesco Ultra Short Duration ETF

213 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$1.71M
ACM
77
Alpha Capital Management
Texas
$1.67M
ATPW
78
Ashton Thomas Private Wealth
Arizona
$1.65M +$57.5K +1,154 +4%
NS
79
NBC Securities
Alabama
$1.62M +$1.07M +21,539 +198%
SFG
80
Sovereign Financial Group
Connecticut
$1.43M +$497K +9,988 +54%
CIA
81
Concurrent Investment Advisors
Florida
$1.43M +$1.43M +28,637 New
WAM
82
Warberg Asset Management
Illinois
$1.37M +$1.36M +27,381 New
WIM
83
Warwick Investment Management
Texas
$1.36M -$32.4K -651 -2%
AP
84
Atwood & Palmer
Missouri
$1.32M
Stifel Financial
85
Stifel Financial
Missouri
$1.31M -$343K -6,896 -21%
GWP
86
Gateway Wealth Partners
Wisconsin
$1.31M -$17.2K -345 -1%
PAMG
87
Patton Albertson Miller Group
Tennessee
$1.29M -$456K -9,162 -26%
WAM
88
Weatherly Asset Management
California
$1.28M -$284K -5,712 -18%
AC
89
AlphaCore Capital
California
$1.23M +$6.42K +129 +0.5%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$1.22M +$27.2K +547 +2%
PBF
91
Petix & Botte Financial
California
$1.22M -$41.9K -842 -3%
HighTower Advisors
92
HighTower Advisors
Illinois
$1.2M +$235K +4,711 +24%
LWM
93
Lionsbridge Wealth Management
Florida
$1.19M +$1.19M +23,854 New
RFA
94
RTD Financial Advisors
Pennsylvania
$1.14M +$633K +12,711 +124%
OWA
95
Octavia Wealth Advisors
Ohio
$1.14M -$68.7K -1,379 -6%
JP Morgan Chase
96
JP Morgan Chase
New York
$1.09M +$875K +17,569 +402%
NRI
97
NFP Retirement Inc
California
$1.09M -$78.4K -1,575 -7%
IA
98
IFG Advisory
Georgia
$1.05M -$119K -2,385 -10%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$1.01M +$203K +4,069 +25%
NA
100
Nottingham Advisors
New York
$986K -$680K -13,662 -41%