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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTA
101
Financial & Tax Architects
Missouri
$836K +$44.9K +899 +6%
ASN
102
Advisory Services Network
Georgia
$785K +$151K +3,024 +24%
PAMG
103
Patton Albertson Miller Group
Tennessee
$780K -$509K -10,188 -39%
IFG
104
Independent Financial Group
California
$772K -$40.9K -820 -5%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$759K +$17.2K +345 +2%
CPIG
106
Chicago Partners Investment Group
Illinois
$753K +$113K +2,260 +18%
CWM
107
Collaborative Wealth Management
Florida
$710K +$448K +8,970 +171%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$705K +$334K +6,684 +90%
HH
109
Hilltop Holdings
Texas
$698K +$2.55K +51 +0.4%
CCM
110
Crabel Capital Management
California
$684K -$292K -5,845 -30%
YIA
111
YHB Investment Advisors
Connecticut
$681K +$51.9K +1,040 +8%
JHCP
112
Jackson Hole Capital Partners
Oklahoma
$678K -$67K -1,343 -9%
CFS
113
CGC Financial Services
Oregon
$672K -$28.1K -562 -4%
CCM
114
Condor Capital Management
New Jersey
$653K
IFWM
115
Institute for Wealth Management
Colorado
$625K +$34.9K +700 +6%
PBF
116
Petix & Botte Financial
California
$609K -$610K -12,213 -50%
BRWA
117
B. Riley Wealth Advisors
Florida
$608K +$99.2K +1,987 +19%
CPW
118
Catalyst Private Wealth
California
$599K
PIWA
119
Prevail Innovative Wealth Advisors
Kansas
$597K +$114K +2,287 +24%
PGWM
120
Pitti Group Wealth Management
New York
$596K +$22K +440 +4%
CIAS
121
Capital Investment Advisory Services
North Carolina
$590K +$349 +7 +0.1%
LWM
122
Lionsbridge Wealth Management
Florida
$587K -$603K -12,088 -51%
RCG
123
Regatta Capital Group
California
$585K +$79.5K +1,593 +16%
RFN
124
Redwood Financial Network
Ohio
$559K -$68.6K -1,375 -11%
TFCP
125
Twin Focus Capital Partners
Massachusetts
$548K -$251K -5,020 -31%