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Invesco Ultra Short Duration ETF
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Overview Fund Activity

190 hedge funds and large institutions have $1.35B invested in Invesco Ultra Short Duration ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.75%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.34%
New
39
Increased
78
Reduced
52
Closed
13
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$526K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$140M
2
IWA
2
Inspirion Wealth Advisors
Illinois
$24.8M
3
Truist Financial
3
Truist Financial
North Carolina
$21.8M
4
GLR
4
Great Lakes Retirement
Ohio
$17.7M
5
DA
5
Detalus Advisors
Missouri
$16.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$143M
2
PAG
2
Pinnacle Advisory Group
Maryland
$65.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$198M
4
AP
4
Advisors Preferred
Maryland
$2.24M
5
PPW
5
Pasadena Private Wealth
California
$6.47M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
101
Orser Capital Management
Texas
$1M 19,900 – –
GTAM
102
Global Trust Asset Management
Florida
$981K 19,480 +195 +1%
BRWM
103
B. Riley Wealth Management
Tennessee
$966K 19,175 +453 +2%
PAG
104
Private Advisor Group
New Jersey
$959K 19,029 +618 +3%
VWA
105
V Wealth Advisors
Kansas
$953K 18,910 – –
MA
106
MONECO Advisors
Connecticut
$948K 18,794 -3,962 -17%
IFWM
107
Institute for Wealth Management
Colorado
$902K 17,911 -7,195 -29%
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$852K 16,916 -39,272 -70%
WAM
109
Weatherly Asset Management
California
$850K 16,876 +2,000 +13%
NFG
110
Next Financial Group
Texas
$822K 16,320 +878 +6%
UCFA
111
United Capital Financial Advisors
Texas
$807K 16,028 -1,663 -9%
5L
112
55I LLC
Massachusetts
$806K 16,008 -60,032 -79%
SPC
113
Sigma Planning Corp
Michigan
$739K 14,668 +3,068 +26%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
– – – –
CAN
115
Cetera Advisor Networks
California
$697K 13,813 +3,269 +31%
MAFM
116
Mid Atlantic Financial Management
Pennsylvania
$682K 13,528 +4,690 +53%
CB
117
Community Bank
New York
$671K 13,315 -3,485 -21%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$666K 13,228 -2,461 -16%
CA
119
Calton & Associates
Florida
$658K 13,062 -55 -0.4%
WAS
120
Wealth Advisory Solutions
Indiana
$652K 12,943 +12,943 New
FNT
121
First National Trust
Pennsylvania
$639K 12,693 – –
FA
122
FMA Advisory
Pennsylvania
$608K 12,067 +693 +6%
CCM
123
Chilton Capital Management
Texas
$602K 11,942 -2,260 -16%
IIA
124
IPG Investment Advisors
California
$587K 11,650 -23,192 -67%
HPC
125
Hobart Private Capital
North Carolina
$584K 11,590 +4,203 +57%
3 4
5
6 7