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Invesco Ultra Short Duration ETF

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more funds holding

Funds holding: 166190 (+24)

7% more capital invested

Capital invested by funds: $1.26B → $1.35B (+$87.5M)

0.58% less ownership

Funds ownership: 50.04%49.46% (-0.58%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.33%
New
39
Increased
78
Reduced
52
Closed
13
Calls
$526K
Puts
Net Calls
+$526K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
101
Orser Capital Management
Texas
$1M
GTAM
102
Global Trust Asset Management
Florida
$981K +$9.83K +195 +1%
BRWM
103
B. Riley Wealth Management
Tennessee
$966K +$22.8K +453 +2%
PAG
104
Private Advisor Group
New Jersey
$959K +$31.2K +618 +3%
VWA
105
V Wealth Advisors
Kansas
$953K
MA
106
MONECO Advisors
Connecticut
$948K -$200K -3,962 -17%
IFWM
107
Institute for Wealth Management
Colorado
$902K -$363K -7,195 -29%
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$852K -$1.98M -39,272 -70%
WAM
109
Weatherly Asset Management
California
$850K +$101K +2,000 +13%
NFG
110
Next Financial Group
Texas
$822K +$44.3K +878 +6%
UCFA
111
United Capital Financial Advisors
Texas
$807K -$83.8K -1,663 -9%
5L
112
55I LLC
Massachusetts
$806K -$3.03M -60,032 -79%
SPC
113
Sigma Planning Corp
Michigan
$739K +$155K +3,068 +26%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$704K
CAN
115
Cetera Advisor Networks
California
$697K +$165K +3,269 +31%
MAFM
116
Mid Atlantic Financial Management
Pennsylvania
$682K +$236K +4,690 +53%
CB
117
Community Bank
New York
$671K -$176K -3,485 -21%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$666K -$124K -2,461 -16%
CA
119
Calton & Associates
Florida
$658K -$2.77K -55 -0.4%
WAS
120
Wealth Advisory Solutions
Indiana
$652K +$653K +12,943 New
FNT
121
First National Trust
Pennsylvania
$639K
FA
122
FMA Advisory
Pennsylvania
$608K +$34.9K +693 +6%
CCM
123
Chilton Capital Management
Texas
$602K -$114K -2,260 -16%
IIA
124
IPG Investment Advisors
California
$587K -$1.17M -23,192 -67%
HPC
125
Hobart Private Capital
North Carolina
$584K +$212K +4,203 +57%