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Invesco Ultra Short Duration ETF

237 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthSource Partners
California
$1.25M +$14.2K +282 +1%
CAN
102
Cetera Advisor Networks
California
$1.22M +$444K +8,801 +58%
VBFG
103
Vishria Bird Financial Group
Tennessee
$1.21M -$103K -2,035 -8%
CIAS
104
Capital Investment Advisory Services
North Carolina
$1.17M -$233K -4,617 -17%
WA
105
Wealthstar Advisors
Texas
$1.17M +$1.17M +23,164 New
SC
106
Scotia Capital
Ontario, Canada
$1.16M
NFG
107
Next Financial Group
Texas
$1.15M -$49.8K -986 -4%
PBF
108
Petix & Botte Financial
California
$1.13M +$188K +3,719 +20%
APA
109
American Portfolios Advisors
New York
$1.11M +$69.9K +1,385 +7%
PFS
110
Prospera Financial Services
Texas
$1.11M +$1.11M +21,984 New
KAS
111
Kestra Advisory Services
Texas
$1.11M -$65.3K -1,294 -6%
HIC
112
Holderness Investments Company
North Carolina
$1.1M +$21.2K +420 +2%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.09M
TCWA
114
Ten Capital Wealth Advisors
Washington
$1.08M -$2.64M -52,223 -71%
JHCP
115
Jackson Hole Capital Partners
Oklahoma
$1.01M
FEG
116
Financial Enhancement Group
Indiana
$1.01M +$1.01M +20,000 New
CA
117
Cetera Advisors
Colorado
$1M +$1.51K +30 +0.2%
DP
118
Denver PWM
Colorado
$994K +$106K +2,102 +12%
BFA
119
Beacon Financial Advisory
Ohio
$960K +$757 +15 +0.1%
IFWM
120
Institute for Wealth Management
Colorado
$959K -$4.8K -95 -0.5%
AssetMark Inc
121
AssetMark Inc
California
$953K -$48.3K -956 -5%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$940K -$138K -2,725 -13%
CCM
123
Crabel Capital Management
California
$933K +$933K +18,484 New
DIM
124
Delta Investment Management
California
$894K -$162K -3,207 -15%
HighTower Advisors
125
HighTower Advisors
Illinois
$862K -$27K -535 -3%