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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sovereign Financial Group
Connecticut
$1.59M +$162K +3,239 +11%
Stifel Financial
77
Stifel Financial
Missouri
$1.55M +$237K +4,753 +18%
WIM
78
Warwick Investment Management
Texas
$1.45M +$83.1K +1,665 +6%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$1.44M -$386K -7,726 -21%
DAS
80
Dynamic Advisor Solutions
Arizona
$1.32M -$384K -7,701 -22%
CA
81
Cetera Advisors
Colorado
$1.28M +$684K +13,712 +115%
NRI
82
NFP Retirement Inc
California
$1.27M +$175K +3,510 +16%
GWP
83
Gateway Wealth Partners
Wisconsin
$1.27M -$38.8K -777 -3%
AWA
84
Arete Wealth Advisors
Illinois
$1.26M +$511K +10,242 +68%
WAM
85
Weatherly Asset Management
California
$1.23M -$52.4K -1,050 -4%
RFA
86
RTD Financial Advisors
Pennsylvania
$1.14M
HighTower Advisors
87
HighTower Advisors
Illinois
$1.14M -$64.1K -1,285 -5%
NWMG
88
National Wealth Management Group
Ohio
$1.03M +$779K +15,608 +306%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$1.01M -$4.99K -100 -0.5%
E3F
90
Eight 31 Financial
Texas
$993K +$126K +2,519 +14%
OWA
91
Octavia Wealth Advisors
Ohio
$982K -$162K -3,255 -14%
EWM
92
Endowment Wealth Management
Wisconsin
$978K +$51.4K +1,030 +6%
IA
93
IFG Advisory
Georgia
$974K -$74.2K -1,487 -7%
AWM
94
AE Wealth Management
Kansas
$934K -$783K -15,687 -46%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$911K -$43.8K -878 -5%
ES
96
ETF Store
Kansas
$886K +$238K +4,765 +37%
NS
97
NBC Securities
Alabama
$881K -$735K -14,735 -45%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$881K -$37.4K -750 -4%
FIA
99
Foundations Investment Advisors
Arizona
$865K +$275K +5,506 +47%
OIA
100
OneDigital Investment Advisors
Kansas
$861K +$9.28K +186 +1%