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Invesco Ultra Short Duration ETF

213 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Crabel Capital Management
California
$975K +$506K +10,156 +108%
FFN
102
Focus Financial Network
Minnesota
$963K +$961K +19,297 New
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$955K -$143K -2,867 -13%
EWM
104
Endowment Wealth Management
Wisconsin
$927K +$80.1K +1,609 +9%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$918K -$46.3K -930 -5%
SWP
106
Stratos Wealth Partners
Ohio
$889K -$14.1K -284 -2%
E3F
107
Eight 31 Financial
Texas
$867K +$866K +17,378 New
OIA
108
OneDigital Investment Advisors
Kansas
$852K -$129K -2,597 -13%
IFG
109
Independent Financial Group
California
$813K -$34.9K -700 -4%
TFCP
110
Twin Focus Capital Partners
Massachusetts
$798K
FTA
111
Financial & Tax Architects
Missouri
$791K -$66.8K -1,342 -8%
WWA
112
WCG Wealth Advisors
Nevada
$783K -$205K -4,119 -21%
AWA
113
Arete Wealth Advisors
Illinois
$752K +$751K +15,079 New
JHCP
114
Jackson Hole Capital Partners
Oklahoma
$744K -$89.4K -1,795 -11%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$742K -$6.72K -135 -0.9%
CFS
116
CGC Financial Services
Oregon
$700K -$19.6K -393 -3%
HH
117
Hilltop Holdings
Texas
$695K +$3.04K +61 +0.4%
CCM
118
Condor Capital Management
New Jersey
$653K
ES
119
ETF Store
Kansas
$648K +$8.62K +173 +1%
CPIG
120
Chicago Partners Investment Group
Illinois
$641K +$57.4K +1,152 +10%
ASN
121
Advisory Services Network
Georgia
$634K -$143K -2,870 -18%
YIA
122
YHB Investment Advisors
Connecticut
$628K -$54.8K -1,100 -8%
RFN
123
Redwood Financial Network
Ohio
$628K +$66.8K +1,341 +12%
CPW
124
Catalyst Private Wealth
California
$599K
CA
125
Cetera Advisors
Colorado
$596K -$67.7K -1,359 -10%