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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
Sovereign Financial Group
Connecticut
$926K -$42.7K -861 -4%
PBF
102
Petix & Botte Financial
California
$902K +$903K +18,189 New
KFP
103
KMG Fiduciary Partners
Ohio
$841K -$848K -17,089 -50%
Truist Financial
104
Truist Financial
North Carolina
$828K +$68.4K +1,379 +9%
OIA
105
OneDigital Investment Advisors
Kansas
$822K -$41.9K -845 -5%
TFCP
106
Twin Focus Capital Partners
Massachusetts
$794K
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$772K
RFN
108
Redwood Financial Network
Ohio
$710K -$7.39K -149 -1%
IFWM
109
Institute for Wealth Management
Colorado
$706K -$37.1K -747 -5%
YIA
110
YHB Investment Advisors
Connecticut
$702K -$59.6K -1,200 -8%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$681K +$37.2K +750 +6%
AssetMark Inc
112
AssetMark Inc
California
$676K -$6.65K -134 -1%
RPCA
113
Running Point Capital Advisors
California
$670K
JWCA
114
J.W. Cole Advisors
Florida
$653K -$111K -2,242 -15%
BRWA
115
B. Riley Wealth Advisors
Florida
$643K -$29.4K -592 -4%
SWP
116
Stratos Wealth Partners
Ohio
$638K -$826K -16,640 -56%
SPIA
117
Steward Partners Investment Advisory
New York
$638K -$246K -4,964 -28%
EWM
118
Endowment Wealth Management
Wisconsin
$632K +$171K +3,449 +37%
CPIG
119
Chicago Partners Investment Group
Illinois
$615K +$3.87K +78 +0.6%
PGWM
120
Pitti Group Wealth Management
New York
$610K +$3.47K +70 +0.6%
CPW
121
Catalyst Private Wealth
California
$595K
CCM
122
Crabel Capital Management
California
$563K -$2.66M -53,535 -83%
BWM
123
BlackDiamond Wealth Management
New York
$543K -$1.01M -20,414 -65%
CA
124
Calton & Associates
Florida
$538K +$1.59K +32 +0.3%
SAM
125
Seelaus Asset Management
New Jersey
$537K +$9.23K +186 +2%