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Invesco Ultra Short Duration ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Ultra Short Duration ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.54% more ownership

Funds ownership: 49.46%110.99% (+62%)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$196M)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.23%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
60
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
101
Trustmark National Bank Trust Department
Mississippi
$773K -$61.6K -1,230 -7%
CCM
102
Chilton Capital Management
Texas
$733K +$149K +2,974 +25%
CB
103
Community Bank
New York
$649K -$6.76K -135 -1%
OPS
104
Orion Portfolio Solutions
Nebraska
$644K +$655K +13,070 New
CA
105
Calton & Associates
Florida
$627K -$17.2K -344 -3%
FA
106
FMA Advisory
Pennsylvania
$597K +$1.6K +32 +0.3%
PWS
107
Paragon Wealth Strategies
Florida
$583K -$5.09M -101,522 -90%
MA
108
Mutual Advisors
Nebraska
$581K +$107K +2,133 +22%
PA
109
Parallel Advisors
California
$571K +$209K +4,165 +56%
WA
110
Wealthstar Advisors
Texas
$561K +$569K +11,364 New
WAS
111
Wealth Advisory Solutions
Indiana
$552K -$87.4K -1,745 -13%
5L
112
55I LLC
Massachusetts
$538K -$260K -5,192 -32%
OMC
113
Old Mission Capital
Illinois
$517K +$525K +10,483 New
GTAM
114
Global Trust Asset Management
Florida
$516K -$451K -9,000 -46%
CWP
115
Capital Wealth Planning
Florida
$509K -$1.21M -24,140 -70%
UCFA
116
United Capital Financial Advisors
Texas
$509K -$286K -5,702 -36%
LCM
117
Landscape Capital Management
New Jersey
$493K +$501K +10,000 New
IIA
118
IPG Investment Advisors
California
$476K -$100K -2,000 -17%
SFP
119
Shepherd Financial Partners
Massachusetts
$472K +$65.1K +1,300 +16%
CB
120
Commerce Bank
Missouri
$458K -$76.6K -1,530 -14%
HPC
121
Hobart Private Capital
North Carolina
$447K -$126K -2,515 -22%
DSC
122
Duncker Streett & Co
Missouri
$444K +$20K +400 +5%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$444K +$451K +9,000 New
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$443K +$78.9K +1,575 +21%
SPC
125
Sigma Planning Corp
Michigan
$436K -$292K -5,834 -40%