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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$107M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

1% less funds holding

Funds holding: 192190 (-2)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

60.3% less ownership

Funds ownership: 110.99%50.7% (-60%)

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.9%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.29%
New
28
Increased
73
Reduced
69
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Darwin Wealth Management
Florida
$779K -$5.8M -115,714 -88%
SC
102
Scotia Capital
Ontario, Canada
$757K +$451K +9,004 +150%
NFG
103
Next Financial Group
Texas
$751K -$139K -2,772 -16%
DP
104
Denver PWM
Colorado
$715K +$429K +8,566 +152%
RG
105
Retirement Group
California
$709K +$704K +14,053 New
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$705K +$251K +5,000 +56%
BWL
107
Bogart Wealth LLC
Virginia
$681K +$572K +11,419 +548%
HWM
108
Howard Wealth Management
Connecticut
$674K +$265K +5,280 +65%
DSC
109
Duncker Streett & Co
Missouri
$615K +$160K +3,200 +36%
FA
110
FMA Advisory
Pennsylvania
$585K -$24.8K -494 -4%
CAN
111
Cetera Advisor Networks
California
$579K -$260K -5,182 -31%
CAN
112
Claraphi Advisory Network
United States
$569K +$209K +4,168 +59%
WAS
113
Wealth Advisory Solutions
Indiana
$549K -$15.3K -305 -3%
MA
114
Mutual Advisors
Nebraska
$527K -$67.1K -1,339 -11%
PA
115
Parallel Advisors
California
$509K -$75.2K -1,500 -13%
IIA
116
IPG Investment Advisors
California
$479K -$7.52K -150 -2%
RC
117
Randolph Company
Ohio
$477K +$474K +9,451 New
5L
118
55I LLC
Massachusetts
$468K -$76.8K -1,533 -14%
CB
119
Commerce Bank
Missouri
$468K
MAFM
120
Mid Atlantic Financial Management
Pennsylvania
$460K +$249K +4,970 +120%
CA
121
Calton & Associates
Florida
$449K -$192K -3,826 -30%
KPW
122
Kore Private Wealth
New York
$438K
SPC
123
Sigma Planning Corp
Michigan
$431K -$14.3K -286 -3%
XF
124
XML Financial
Maryland
$419K +$91K +1,815 +28%
HPC
125
Hobart Private Capital
North Carolina
$418K -$39.7K -792 -9%