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Invesco Ultra Short Duration ETF

223 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, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 215223 (+8)

0.56% less ownership

Funds ownership: 65.31%64.76% (-0.56%)

6% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$81.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 97

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% 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
97
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$902K +$80.1K +1,612 +10%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$892K -$124K -2,489 -12%
SFG
103
Sovereign Financial Group
Connecticut
$863K -$64.6K -1,299 -7%
SWP
104
Stratos Wealth Partners
Ohio
$848K +$210K +4,229 +33%
VWA
105
V Wealth Advisors
Kansas
$841K -$89.3K -1,797 -10%
JHCP
106
Jackson Hole Capital Partners
Oklahoma
$831K -$119K -2,392 -13%
FIM
107
Freedom Investment Management
Connecticut
$817K -$1.55M -31,136 -65%
TFCP
108
Twin Focus Capital Partners
Massachusetts
$794K
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$772K
Baird Financial Group
110
Baird Financial Group
Wisconsin
$760K +$78.5K +1,580 +12%
YIA
111
YHB Investment Advisors
Connecticut
$736K +$33.3K +670 +5%
RFN
112
Redwood Financial Network
Ohio
$727K +$16.7K +337 +2%
AWA
113
Arete Wealth Advisors
Illinois
$720K +$349K +7,019 +94%
BWM
114
BlackDiamond Wealth Management
New York
$691K +$149K +2,989 +27%
EWM
115
Endowment Wealth Management
Wisconsin
$682K +$48.6K +977 +8%
RPCA
116
Running Point Capital Advisors
California
$668K -$2.93K -59 -0.4%
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$664K +$665K +13,385 New
CCM
118
Coldstream Capital Management
Washington
$646K -$578K -11,629 -47%
CA
119
Cetera Advisors
Colorado
$640K +$265K +5,342 +71%
IFWM
120
Institute for Wealth Management
Colorado
$621K -$85.7K -1,724 -12%
PGWM
121
Pitti Group Wealth Management
New York
$616K +$4.97K +100 +0.8%
BRWA
122
B. Riley Wealth Advisors
Florida
$611K -$32.2K -647 -5%
CPW
123
Catalyst Private Wealth
California
$596K
FTA
124
Financial & Tax Architects
Missouri
$595K -$643K -12,939 -52%
CPIG
125
Chicago Partners Investment Group
Illinois
$582K -$34.3K -690 -6%