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Invesco Ultra Short Duration ETF

216 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

17% more capital invested

Capital invested by funds: $1.26B → $1.48B (+$218M)

14% more funds holding

Funds holding: 190216 (+26)

0.77% less ownership

Funds ownership: 50.7%49.92% (-0.77%)

Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
4.36%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
45
Increased
90
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$1.08M +$27.6K +547 +3%
SS
102
Simplicity Solutions
Minnesota
$1.07M -$4.71M -93,213 -82%
SCP
103
Syntal Capital Partners
Texas
$1.06M +$174K +3,439 +19%
JHCP
104
Jackson Hole Capital Partners
Oklahoma
$1.03M
APA
105
American Portfolios Advisors
New York
$1.01M +$44.3K +878 +5%
AssetMark Inc
106
AssetMark Inc
California
$996K +$976K +19,315 +4,865%
AWA
107
Arete Wealth Advisors
Illinois
$992K -$1.47K -29 -0.1%
Deutsche Bank
108
Deutsche Bank
Germany
$959K -$1.66M -32,819 -63%
HWM
109
Howard Wealth Management
Connecticut
$936K +$260K +5,150 +38%
IFWM
110
Institute for Wealth Management
Colorado
$907K -$155K -3,067 -15%
AFC
111
AFT Forsyth & Company
Florida
$899K +$899K +17,800 New
DP
112
Denver PWM
Colorado
$889K +$172K +3,408 +24%
FAAS
113
First Allied Advisory Services
California
$879K -$26.5K -524 -3%
KAS
114
Kestra Advisory Services
Texas
$820K +$820K +16,237 New
NFG
115
Next Financial Group
Texas
$817K +$64.8K +1,282 +9%
AIP
116
Ahrens Investment Partners
Louisiana
$798K +$798K +15,800 New
XF
117
XML Financial
Maryland
$792K +$372K +7,361 +89%
BWL
118
Bogart Wealth LLC
Virginia
$784K +$102K +2,020 +15%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$758K +$447K +8,855 +144%
CCM
120
Chilton Capital Management
Texas
$754K +$753K +14,916 New
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$739K
CAN
122
Claraphi Advisory Network
United States
$728K +$158K +3,125 +28%
ECA
123
Elevated Capital Advisors
Utah
$724K -$102K -2,012 -12%
CPW
124
Catalyst Private Wealth
California
$722K +$722K +14,300 New
RG
125
Retirement Group
California
$704K -$6.16K -122 -0.9%