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Invesco Ultra Short Duration ETF

256 hedge funds and large institutions have $1.82B invested in Invesco Ultra Short Duration ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
101
Legacy Wealth Management (Idaho)
Idaho
$1.28M
IFO
102
Intrepid Family Office
Florida
$1.26M
CWA
103
Capital Wealth Alliance
Arizona
$1.22M
Baird Financial Group
104
Baird Financial Group
Wisconsin
$1.15M
JHC
105
J. Hagan Capital
Kentucky
$1.15M
PW
106
Paladin Wealth
Minnesota
$1.14M
LWM
107
Lionsbridge Wealth Management
Florida
$1.13M
WGC
108
Watts Gwilliam & Co
Arizona
$1.13M
ES
109
ETF Store
Kansas
$1.12M
AC
110
AlphaCore Capital
California
$1.09M
MCM
111
MAI Capital Management
Ohio
$1.08M
OWA
112
Octavia Wealth Advisors
Ohio
$1.03M
SFS
113
Sowell Financial Services
Arkansas
$984K
FMTC
114
Farmers & Merchants Trust Company
California
$949K
Comerica Bank
115
Comerica Bank
Texas
$949K
TCWM
116
Total Clarity Wealth Management
Illinois
$934K
WAM
117
Weatherly Asset Management
California
$891K
GM
118
GeoWealth Management
Illinois
$882K
GWMR
119
GC Wealth Management RIA
Massachusetts
$882K
SPC
120
Spirepoint Private Client
Florida
$872K
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$867K
MA
122
Montag & Associates
Georgia
$831K
HighTower Advisors
123
HighTower Advisors
Illinois
$829K
CPW
124
Catalyst Private Wealth
California
$804K
EH
125
Equitable Holdings
New York
$798K