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Invesco Ultra Short Duration ETF

166 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

4% more funds holding

Funds holding: 159166 (+7)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

4% less capital invested

Capital invested by funds: $1.32B → $1.26B (-$52.3M)

5.21% less ownership

Funds ownership: 55.25%50.04% (-5.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.64%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
22
Increased
63
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$731K +$89.6K +1,778 +14%
CCM
102
Chilton Capital Management
Texas
$716K -$916K -18,166 -56%
CA
103
Calton & Associates
Florida
$661K -$17K -337 -3%
AA
104
Ancora Advisors
Ohio
$647K -$101K -2,000 -13%
FNT
105
First National Trust
Pennsylvania
$640K
SPC
106
Sigma Planning Corp
Michigan
$585K -$122K -2,419 -17%
FA
107
FMA Advisory
Pennsylvania
$573K -$9.28K -184 -2%
CAN
108
Cetera Advisor Networks
California
$532K +$104K +2,059 +24%
MAFM
109
Mid Atlantic Financial Management
Pennsylvania
$446K -$184K -3,657 -29%
KPW
110
Kore Private Wealth
New York
$438K
DSC
111
Duncker Streett & Co
Missouri
$434K -$40.3K -800 -9%
CBU
112
CIBC Bank USA
Illinois
$434K
Ameriprise
113
Ameriprise
Minnesota
$425K +$425K +8,432 New
TC
114
TownSquare Capital
Utah
$396K
MA
115
Mutual Advisors
Nebraska
$386K -$142K -2,810 -27%
PCM
116
Parsons Capital Management
Rhode Island
$376K -$21.2K -420 -5%
HPC
117
Hobart Private Capital
North Carolina
$372K +$5.75K +114 +2%
PA
118
Parallel Advisors
California
$367K -$80.9K -1,605 -18%
CB
119
Commerce Bank
Missouri
$355K +$355K +7,045 New
SWP
120
Stratos Wealth Partners
Ohio
$354K -$351K -6,956 -50%
OIA
121
OneDigital Investment Advisors
Kansas
$352K -$395K -7,831 -53%
GC
122
Guggenheim Capital
Illinois
$340K
FHB
123
First Hawaiian Bank
Hawaii
$337K
OC
124
Oarsman Capital
Wisconsin
$313K -$30.2K -600 -9%
SS
125
Simplicity Solutions
Minnesota
$306K +$306K +6,068 New