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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.21B invested in Invesco Ultra Short Duration ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 96 reducing their positions, and 23 closing their positions.

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
63
Reduced
96
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Market Value Shares Shares
Change
Shares
Change %
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$892K 17,970 -2,489 -12%
SFG
102
Sovereign Financial Group
Connecticut
$863K 17,379 -1,299 -7%
SWP
103
Stratos Wealth Partners
Ohio
$848K 17,090 +4,229 +33%
VWA
104
V Wealth Advisors
Kansas
$841K 16,947 -1,797 -10%
JHCP
105
Jackson Hole Capital Partners
Oklahoma
$831K 16,739 -2,392 -13%
FIM
106
Freedom Investment Management
Connecticut
$817K 16,465 -31,136 -65%
TFCP
107
Twin Focus Capital Partners
Massachusetts
$794K 16,000
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$772K 15,560
Baird Financial Group
109
Baird Financial Group
Wisconsin
$760K 15,313 +1,580 +12%
YIA
110
YHB Investment Advisors
Connecticut
$736K 14,820 +670 +5%
RFN
111
Redwood Financial Network
Ohio
$727K 14,646 +337 +2%
AWA
112
Arete Wealth Advisors
Illinois
$720K 14,495 +7,019 +94%
BWM
113
BlackDiamond Wealth Management
New York
$691K 13,920 +2,989 +27%
EWM
114
Endowment Wealth Management
Wisconsin
$682K 13,729 +977 +8%
RPCA
115
Running Point Capital Advisors
California
$668K 13,453 -59 -0.4%
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$664K 13,385 +13,385 New
CCM
117
Coldstream Capital Management
Washington
$646K 13,008 -11,629 -47%
CA
118
Cetera Advisors
Colorado
$640K 12,893 +5,342 +71%
IFWM
119
Institute for Wealth Management
Colorado
$621K 12,509 -1,724 -12%
PGWM
120
Pitti Group Wealth Management
New York
$616K 12,407 +100 +0.8%
BRWA
121
B. Riley Wealth Advisors
Florida
$611K 12,310 -647 -5%
CPW
122
Catalyst Private Wealth
California
$596K 12,000
FTA
123
Financial & Tax Architects
Missouri
$595K 11,984 -12,939 -52%
CPIG
124
Chicago Partners Investment Group
Illinois
$582K 11,694 -690 -6%
BAM
125
Belpointe Asset Management
Nevada
$575K 11,586 -49,445 -81%