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Invesco Ultra Short Duration ETF
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Overview Fund Activity

247 hedge funds and large institutions have $1.84B invested in Invesco Ultra Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
247
Holders Change
+26
Holders Change %
+11.76%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
46
Increased
102
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$34.9M
2
NWM
2
Napa Wealth Management
California
$23.7M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$259M
4
AWS
4
Atria Wealth Solutions
New York
$39.3M
5
IAA
5
Independent Advisor Alliance
North Carolina
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$57.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AC
4
Avestar Capital
New York
$8.46M
5
AAS
5
Ameritas Advisory Services
Nebraska
$7.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$2.68M 53,456 +39,368 +279%
SA
77
Scarborough Advisors
Maryland
$2.64M 52,678 +52,678 New
CPRC
78
Consolidated Portfolio Review Corp
New York
$2.62M 52,349 -13,995 -21%
TC
79
Trust Company
Kansas
$2.62M 52,212 +4,061 +8%
SAS
80
Sage Advisory Services
Texas
$2.61M 52,038 -42,944 -45%
DSC
81
Duncker Streett & Co
Missouri
$2.61M 52,031 -8,450 -14%
CFG
82
Copley Financial Group
California
$2.46M 49,027 -25,309 -34%
BAM
83
Belpointe Asset Management
Nevada
$2.41M 48,088 +3 +0%
WIM
84
Warwick Investment Management
Texas
$2.36M 47,160 +47,160 New
IWC
85
Integrated Wealth Concepts
Massachusetts
$2.28M 45,571 -7,192 -14%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$2.25M 44,955 -607 -1%
DAS
87
Dynamic Advisor Solutions
Arizona
$2.11M 42,146 -2,177 -5%
SAM
88
Smartleaf Asset Management
Massachusetts
$2.06M 41,202 – –
TC
89
TownSquare Capital
Utah
$1.91M 38,163 +4,813 +14%
WA
90
Wealthstar Advisors
Texas
$1.85M 36,923 +36,923 New
MFS
91
Mattson Financial Services
Michigan
$1.8M 35,969 -43,700 -55%
BWMG
92
Barnes Wealth Management Group
California
$1.79M 35,742 +35,742 New
MA
93
Mutual Advisors
Nebraska
$1.76M 35,010 +10,019 +40%
PWS
94
Peterson Wealth Services
Utah
$1.74M 34,713 +33,036 +1,970%
CPA
95
Cathy Pareto & Associates
Florida
$1.72M 34,282 +34,282 New
SFG
96
Sovereign Financial Group
Connecticut
$1.65M 33,019 +488 +2%
JWCA
97
J.W. Cole Advisors
Florida
$1.58M 31,600 -1,786 -5%
MA
98
Montag & Associates
Georgia
$1.49M 29,758 +24,878 +510%
WIA
99
World Investment Advisors
California
$1.41M 28,178 +7,845 +39%
LSL
100
Legacy Solutions LLC
Pennsylvania
$1.39M 27,719 +27,719 New
2 3
4
5 6