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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
101
Jackson Hole Capital Partners
Oklahoma
$831K -$1.04K -21 -0.1%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$807K -$86.4K -1,738 -10%
TFCP
103
Twin Focus Capital Partners
Massachusetts
$795K
ASN
104
Advisory Services Network
Georgia
$774K -$3.43M -68,893 -82%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$746K -$15.2K -305 -2%
CFS
106
CGC Financial Services
Oregon
$717K -$294K -5,920 -29%
FIM
107
Freedom Investment Management
Connecticut
$702K -$116K -2,342 -14%
HH
108
Hilltop Holdings
Texas
$690K +$353K +7,096 +105%
YIA
109
YHB Investment Advisors
Connecticut
$681K -$55.7K -1,120 -8%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$665K
CA
111
Cetera Advisors
Colorado
$662K +$21.1K +424 +3%
CCM
112
Condor Capital Management
New Jersey
$651K +$651K +13,097 New
ES
113
ETF Store
Kansas
$638K +$116K +2,337 +22%
RPCA
114
Running Point Capital Advisors
California
$619K -$50.1K -1,007 -7%
BRWA
115
B. Riley Wealth Advisors
Florida
$608K -$3.83K -77 -0.6%
JWCA
116
J.W. Cole Advisors
Florida
$601K +$44K +885 +8%
CPW
117
Catalyst Private Wealth
California
$596K
IFWM
118
Institute for Wealth Management
Colorado
$590K -$31.7K -637 -5%
CIAS
119
Capital Investment Advisory Services
North Carolina
$589K +$193K +3,886 +49%
SCP
120
Syntal Capital Partners
Texas
$587K -$409K -8,216 -41%
PGWM
121
Pitti Group Wealth Management
New York
$583K -$33.7K -678 -5%
CPIG
122
Chicago Partners Investment Group
Illinois
$581K +$746 +15 +0.1%
SA
123
Strategic Advocates
Utah
$573K +$573K +11,525 New
RFN
124
Redwood Financial Network
Ohio
$559K -$169K -3,400 -23%
CCM
125
Coldstream Capital Management
Washington
$546K -$101K -2,021 -16%