We are live on ! Find out more
GSY icon

Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$882K -$2.58M -52,348 -75%
OIA
102
OneDigital Investment Advisors
Kansas
$861K -$16.5K -335 -2%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$827K -$1.5M -30,434 -65%
VWA
104
V Wealth Advisors
Kansas
$816K -$362K -7,338 -31%
TFCP
105
Twin Focus Capital Partners
Massachusetts
$791K
GRP
106
Global Retirement Partners
California
$781K +$779K +15,785 New
JWCA
107
J.W. Cole Advisors
Florida
$762K +$3.75K +76 +0.5%
YIA
108
YHB Investment Advisors
Connecticut
$759K -$36.3K -735 -5%
Truist Financial
109
Truist Financial
North Carolina
$757K +$34K +689 +5%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$746K -$223K -4,515 -23%
IFWM
111
Institute for Wealth Management
Colorado
$741K -$203K -4,115 -22%
RFN
112
Redwood Financial Network
Ohio
$715K -$327K -6,619 -31%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$711K +$701K +14,190 +7,277%
AssetMark Inc
114
AssetMark Inc
California
$681K -$107K -2,169 -14%
BRWA
115
B. Riley Wealth Advisors
Florida
$670K -$383K -7,758 -36%
CF
116
Clarity Financial
Texas
$669K +$59.3K +1,201 +10%
RPCA
117
Running Point Capital Advisors
California
$668K +$32.7K +663 +5%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$642K -$14.1K -285 -2%
KIA
119
KCM Investment Advisors
California
$621K -$270K -5,464 -30%
CPIG
120
Chicago Partners Investment Group
Illinois
$611K +$5.43K +110 +0.9%
PGWM
121
Pitti Group Wealth Management
New York
$605K +$40.5K +821 +7%
CFGS
122
Concourse Financial Group Securities
Alabama
$596K -$65.7K -1,331 -10%
CPW
123
Catalyst Private Wealth
California
$594K
Citigroup
124
Citigroup
New York
$544K -$39.3K -796 -7%
CA
125
Calton & Associates
Florida
$535K +$136K +2,753 +34%