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Invesco Ultra Short Duration ETF

259 hedge funds and large institutions have $1.74B invested in Invesco Ultra Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 82

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 250259 (+9)

3.18% less ownership

Funds ownership: 64.25%61.07% (-3.2%)

6% less capital invested

Capital invested by funds: $1.84B → $1.74B (-$102M)

Holders
259
Holders Change
+9
Holders Change %
+3.6%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
108
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRI
76
Colonial River Investments
Virginia
$2.54M +$2.54M +50,666 New
DSC
77
Duncker Streett & Co
Missouri
$2.52M -$83.9K -1,672 -3%
TC
78
Trust Company
Kansas
$2.39M -$232K -4,618 -9%
BAM
79
Belpointe Asset Management
Nevada
$2.34M -$70.8K -1,412 -3%
CFG
80
Copley Financial Group
California
$2.15M -$305K -6,083 -12%
DAS
81
Dynamic Advisor Solutions
Arizona
$2.14M +$25.5K +508 +1%
TCG
82
Transcendent Capital Group
Oklahoma
$2.12M +$1.99M +39,654 +1,528%
SFG
83
Sovereign Financial Group
Connecticut
$2.11M +$456K +9,092 +28%
SAM
84
Smartleaf Asset Management
Massachusetts
$2.06M
BWMG
85
Barnes Wealth Management Group
California
$1.95M +$161K +3,202 +9%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.94M -$1.17M -23,251 -38%
IFG
87
Independent Financial Group
California
$1.93M +$1.23M +24,495 +174%
WIA
88
World Investment Advisors
California
$1.93M +$519K +10,348 +37%
RCG
89
Regatta Capital Group
California
$1.91M +$900K +17,939 +89%
CPA
90
Cathy Pareto & Associates
Florida
$1.87M +$151K +3,002 +9%
IFO
91
Intrepid Family Office
Florida
$1.75M +$502K +10,000 +40%
MFS
92
Mattson Financial Services
Michigan
$1.67M -$128K -2,559 -7%
WA
93
Wealthstar Advisors
Texas
$1.66M -$192K -3,837 -10%
LSPW
94
Lake Street Private Wealth
Illinois
$1.63M +$1.63M +32,585 New
EWM
95
Endowment Wealth Management
Wisconsin
$1.58M +$218K +4,352 +16%
LWM
96
Lionsbridge Wealth Management
Florida
$1.54M -$1.39M -27,733 -47%
LSL
97
Legacy Solutions LLC
Pennsylvania
$1.52M +$135K +2,693 +10%
PTC
98
Private Trust Company
Ohio
$1.49M -$1.19M -23,719 -44%
SPIA
99
Steward Partners Investment Advisory
New York
$1.44M +$200K +3,993 +16%
TC
100
TownSquare Capital
Utah
$1.41M -$508K -10,123 -27%