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Invesco Ultra Short Duration ETF

275 hedge funds and large institutions have $2.25B invested in Invesco Ultra Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 87

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$424M)

7.13% more ownership

Funds ownership: 61.81%68.94% (+7.1%)

5% more funds holding

Funds holding: 263275 (+12)

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
122
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$2.93M +$1.33M +26,436 +83%
PWS
77
Peterson Wealth Services
Utah
$2.87M +$2.77M +55,034 +2,722%
SAS
78
Sage Advisory Services
Texas
$2.63M +$86.7K +1,725 +3%
TC
79
Trust Company
Kansas
$2.52M +$553 +11 +0%
PCM
80
Parsons Capital Management
Rhode Island
$2.46M -$827K -16,452 -25%
DSC
81
Duncker Streett & Co
Missouri
$2.46M -$59.8K -1,190 -2%
OC
82
Oppenheimer & Co
New York
$2.42M -$158K -3,151 -6%
EWM
83
Endowment Wealth Management
Wisconsin
$2.37M +$51.7K +1,028 +2%
SA
84
Sanctuary Advisors
Indiana
$2.33M -$36K -717 -2%
SSWM
85
Strait & Sound Wealth Management
California
$2.27M +$58.1K +1,156 +3%
CRI
86
Colonial River Investments
Virginia
$2.18M +$247K +4,922 +13%
GWMR
87
GC Wealth Management RIA
Massachusetts
$2.12M +$1.24M +24,570 +140%
GM
88
GeoWealth Management
Illinois
$2.12M +$1.24M +24,570 +140%
9C
89
9823 Capital
Texas
$2.11M +$2.11M +41,948 New
IA
90
Integrity Alliance
Iowa
$2.07M +$2.07M +41,258 New
SAM
91
Smartleaf Asset Management
Massachusetts
$2.07M
TCWM
92
Total Clarity Wealth Management
Illinois
$2.07M +$1.13M +22,548 +121%
BWMG
93
Barnes Wealth Management Group
California
$2.04M +$50.8K +1,010 +3%
MWA
94
Medallion Wealth Advisors
Connecticut
$2.03M -$53K -1,055 -3%
BAM
95
Belpointe Asset Management
Nevada
$1.98M -$163K -3,236 -8%
CPA
96
Cathy Pareto & Associates
Florida
$1.93M +$68.1K +1,355 +4%
WIM
97
Warwick Investment Management
Texas
$1.91M -$177K -3,528 -8%
IFG
98
Independent Financial Group
California
$1.9M -$108K -2,150 -5%
RCG
99
Regatta Capital Group
California
$1.85M +$13.3K +264 +0.7%
DAS
100
Dynamic Advisor Solutions
Arizona
$1.83M +$107K +2,121 +6%