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Invesco Ultra Short Duration ETF

118 hedge funds and large institutions have $714M invested in Invesco Ultra Short Duration ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

46% more capital invested

Capital invested by funds: $490M → $714M (+$223M)

8% more funds holding

Funds holding: 109118 (+9)

7.79% more ownership

Funds ownership: 40.69%48.48% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
53
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MM
101
Main Management
California
$199K +$200K +3,980 New
CCA
102
Catalyst Capital Advisors
New York
$176K -$65.3K -1,300 -27%
SIA
103
SeaBridge Investment Advisors
New Jersey
$153K
BAM
104
Belpointe Asset Management
Nevada
$147K +$147K +2,927 New
US Bancorp
105
US Bancorp
Minnesota
$124K +$124K +2,477 New
LTI
106
Laffer Tengler Investments
Tennessee
$115K +$3.06K +61 +3%
FGAM
107
Financial Gravity Asset Management
Texas
$88K +$40.8K +811 +86%
GTAM
108
Global Trust Asset Management
Florida
$83K
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$50K +$50.2K +1,000 New
APP
110
Avantax Planning Partners
Iowa
$50K +$50.3K +1,001 New
ASN
111
Advisory Services Network
Georgia
$45K -$48.1K -957 -52%
CB
112
Community Bank
New York
$40K
OIA
113
Optimum Investment Advisors
Illinois
$21K -$39.4K -784 -65%
BWL
114
Bogart Wealth LLC
Virginia
$7K -$26.3K -523 -79%
CAL
115
Capital Analysts LLC
Pennsylvania
$6K
SWM
116
SeaCrest Wealth Management
New York
$4K +$4.02K +80 New
Jane Street
117
Jane Street
New York
-$4.81M -95,740 Closed
Bank of New York Mellon
118
Bank of New York Mellon
New York
-$3.56M -70,798 Closed
VF
119
Virtu Financial
New York
-$453K -9,018 Closed
FCAG
120
First Capital Advisors Group
New Jersey
-$256K -5,092 Closed
PMG
121
ProVise Management Group
Florida
-$221 -4,395 Closed
CWM
122
Cabot Wealth Management
Massachusetts
-$209K -4,150 Closed
FHC
123
First Heartland Consultants
Missouri
-$201K -4,000 Closed
BCMIO
124
Beacon Capital Management Inc (Ohio)
Ohio
-$168K -3,334 Closed
DSN
125
D. Scott Neal
Kentucky
-$166K -3,300 Closed