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Invesco Ultra Short Duration ETF

236 hedge funds and large institutions have $1.62B invested in Invesco Ultra Short Duration ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0% less funds holding

Funds holding: 237236 (-1)

5% less capital invested

Capital invested by funds: $1.71B → $1.62B (-$84.9M)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

1.91% less ownership

Funds ownership: 56.48%54.58% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
25
Increased
85
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
101
Legacy Private Trust
Wisconsin
$1.23M -$485K -9,616 -28%
VBFG
102
Vishria Bird Financial Group
Tennessee
$1.21M
SC
103
Scotia Capital
Ontario, Canada
$1.16M -$454 -9 -0%
AWM
104
AE Wealth Management
Kansas
$1.15M -$3.39M -67,130 -75%
APA
105
American Portfolios Advisors
New York
$1.15M +$35.3K +699 +3%
PFS
106
Prospera Financial Services
Texas
$1.13M +$19.5K +386 +2%
BIAS
107
Beacon Investment Advisory Services
New Jersey
$1.12M -$1.98M -39,205 -64%
WP
108
WealthSource Partners
California
$1.1M -$145K -2,876 -12%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$1.1M
5L
110
55I LLC
Massachusetts
$1.06M +$1.06M +21,070 New
MIAN
111
Mariner Independent Advisor Network
Kansas
$1.05M -$2.72M -53,934 -72%
HNB
112
Huntington National Bank
Ohio
$1.05M +$141K +2,785 +25%
IFWM
113
Institute for Wealth Management
Colorado
$1.04M +$79.6K +1,577 +8%
CA
114
Cetera Advisors
Colorado
$1.03M +$23.6K +467 +2%
NFG
115
Next Financial Group
Texas
$997K -$149K -2,953 -13%
VIA
116
Vickerman Investment Advisors
Washington
$986K +$986K +19,539 New
JHCP
117
Jackson Hole Capital Partners
Oklahoma
$981K -$30.3K -600 -3%
DP
118
Denver PWM
Colorado
$978K -$15.7K -312 -2%
CPIG
119
Chicago Partners Investment Group
Illinois
$914K +$195K +3,863 +27%
DIM
120
Delta Investment Management
California
$894K
AssetMark Inc
121
AssetMark Inc
California
$882K -$71.7K -1,420 -8%
HWM
122
Howard Wealth Management
Connecticut
$848K +$4.9K +97 +0.6%
TFCP
123
Twin Focus Capital Partners
Massachusetts
$808K
CAN
124
Claraphi Advisory Network
United States
$808K +$99.4K +1,970 +14%
BFA
125
Beacon Financial Advisory
Ohio
$805K -$154K -3,058 -16%