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Invesco Ultra Short Duration ETF
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Overview Fund Activity

255 hedge funds and large institutions have $1.73B invested in Invesco Ultra Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+8
Holders Change %
+3.24%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
105
Reduced
81
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$188M
2
LPL Financial
LPL Financial
California
$166M
3
Morgan Stanley
Morgan Stanley
New York
$197M
4
AAP
Arax Advisory Partners
Colorado
$19.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$67.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M
2
HNB
Huntington National Bank
Ohio
$20.3M
3
NWM
Napa Wealth Management
California
$4.75M
4
IAA
Independent Advisor Alliance
North Carolina
$402K
5
MWM
McNaughton Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
Trust Company
Kansas
$2.39M -$231K -4,618 -9%
BAM
77
Belpointe Asset Management
Nevada
$2.34M -$70.8K -1,412 -3%
CFG
78
Copley Financial Group
California
$2.15M -$305K -6,083 -12%
DAS
79
Dynamic Advisor Solutions
Arizona
$2.14M +$25.5K +508 +1%
TCG
80
Transcendent Capital Group
Oklahoma
$2.12M +$1.99M +39,654 +1,528%
SFG
81
Sovereign Financial Group
Connecticut
$2.11M +$456K +9,092 +28%
SAM
82
Smartleaf Asset Management
Massachusetts
$2.06M – – –
BWMG
83
Barnes Wealth Management Group
California
$1.95M +$160K +3,202 +9%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.94M -$1.17M -23,251 -38%
WIA
85
World Investment Advisors
California
$1.93M +$519K +10,348 +37%
RCG
86
Regatta Capital Group
California
$1.91M +$899K +17,939 +89%
CPA
87
Cathy Pareto & Associates
Florida
$1.87M +$150K +3,002 +9%
IFO
88
Intrepid Family Office
Florida
$1.75M +$501K +10,000 +40%
MFS
89
Mattson Financial Services
Michigan
$1.67M -$128K -2,559 -7%
WA
90
Wealthstar Advisors
Texas
$1.66M -$192K -3,837 -10%
LSPW
91
Lake Street Private Wealth
Illinois
$1.63M +$1.63M +32,585 New
EWM
92
Endowment Wealth Management
Wisconsin
$1.58M +$218K +4,352 +16%
LWM
93
Lionsbridge Wealth Management
Florida
$1.54M -$1.39M -27,733 -47%
LSL
94
Legacy Solutions LLC
Pennsylvania
$1.52M +$135K +2,693 +10%
PTC
95
Private Trust Company
Ohio
$1.49M -$1.19M -23,719 -44%
SPIA
96
Steward Partners Investment Advisory
New York
$1.44M +$200K +3,993 +16%
TC
97
TownSquare Capital
Utah
$1.41M -$507K -10,123 -27%
CWA
98
Capital Wealth Alliance
Arizona
$1.38M +$233K +4,655 +20%
MA
99
Montag & Associates
Georgia
$1.35M -$141K -2,806 -9%
FHA
100
Flagship Harbor Advisors
Massachusetts
$1.35M +$69K +1,377 +5%
2 3
4
5 6