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Invesco Ultra Short Duration ETF

230 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

6% more funds holding

Funds holding: 216230 (+14)

6% more capital invested

Capital invested by funds: $1.48B → $1.58B (+$95.9M)

2.38% more ownership

Funds ownership: 49.92%52.3% (+2.4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

Holders
230
Holders Change
+14
Holders Change %
+6.48%
% of All Funds
4.07%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
47
Increased
82
Reduced
77
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
Transform Wealth
Colorado
$1.22M -$209K -4,141 -15%
SAM
102
Seelaus Asset Management
New Jersey
$1.2M -$502K -9,934 -30%
SC
103
Scotia Capital
Ontario, Canada
$1.16M -$354 -7 -0%
WP
104
WealthSource Partners
California
$1.13M +$571K +11,303 +103%
AWM
105
AE Wealth Management
Kansas
$1.12M -$2.05M -40,527 -65%
EH
106
Equitable Holdings
New York
$1.12M -$854K -16,903 -43%
CA
107
Cetera Advisors
Colorado
$1.09M +$882K +17,443 +420%
APA
108
American Portfolios Advisors
New York
$1.08M +$76.5K +1,513 +8%
TI
109
Tidal Investments
Wisconsin
$1.07M -$35.5K -703 -3%
SLWA
110
San Luis Wealth Advisors
California
$1.03M +$1.03M +20,470 New
Truist Financial
111
Truist Financial
North Carolina
$1.02M -$250K -4,952 -20%
VWA
112
V Wealth Advisors
Kansas
$1.02M +$1.02M +20,145 New
JHCP
113
Jackson Hole Capital Partners
Oklahoma
$1.01M -$22.6K -447 -2%
AssetMark Inc
114
AssetMark Inc
California
$972K -$24.9K -493 -3%
SW
115
SteelPeak Wealth
California
$968K -$156K -3,093 -14%
HWM
116
Howard Wealth Management
Connecticut
$961K +$24.1K +476 +3%
BFA
117
Beacon Financial Advisory
Ohio
$960K +$555K +10,970 +137%
AFC
118
AFT Forsyth & Company
Florida
$951K +$50.6K +1,000 +6%
IFWM
119
Institute for Wealth Management
Colorado
$934K +$25.6K +507 +3%
HB
120
Homrich & Berg
Georgia
$914K +$913K +18,061 New
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$870K -$42.3K -837 -5%
AWA
122
Arete Wealth Advisors
Illinois
$859K -$134K -2,655 -14%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$856K -$224K -4,423 -21%
OA
124
Oxbow Advisors
Texas
$841K +$841K +16,630 New
SIA
125
Strategic Investment Advisors
Michigan
$829K -$2.34M -46,314 -74%