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Invesco Ultra Short Duration ETF
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Overview Fund Activity

255 hedge funds and large institutions have $1.73B invested in Invesco Ultra Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+8
Holders Change %
+3.24%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
105
Reduced
81
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$188M
2
LPL Financial
LPL Financial
California
$166M
3
Morgan Stanley
Morgan Stanley
New York
$197M
4
AAP
Arax Advisory Partners
Colorado
$19.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$67.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M
2
HNB
Huntington National Bank
Ohio
$20.3M
3
NWM
Napa Wealth Management
California
$4.75M
4
IAA
Independent Advisor Alliance
North Carolina
$402K
5
MWM
McNaughton Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$1.27M +$638K +12,723 +101%
FIM
102
Freedom Investment Management
Connecticut
$1.27M +$11.1K +221 +0.9%
LWMI
103
Legacy Wealth Management (Idaho)
Idaho
$1.26M -$2.06M -41,088 -62%
PW
104
Paladin Wealth
Minnesota
$1.26M +$28.9K +577 +2%
SSWM
105
Strait & Sound Wealth Management
California
$1.21M +$338K +6,753 +39%
AC
106
AlphaCore Capital
California
$1.2M +$1.2M +23,953 New
PGWM
107
Pitti Group Wealth Management
New York
$1.16M +$28.2K +562 +2%
P
108
&Partners
Tennessee
$1.14M +$47.4K +945 +4%
MCM
109
MAI Capital Management
Ohio
$1.11M +$106K +2,109 +11%
ES
110
ETF Store
Kansas
$1.05M +$61.6K +1,229 +6%
OWA
111
Octavia Wealth Advisors
Ohio
$1.04M -$1.2K -24 -0.1%
BEI
112
Benjamin Edwards Inc
Missouri
$1.03M +$276K +5,499 +37%
HighTower Advisors
113
HighTower Advisors
Illinois
$1,000K -$22.5K -448 -2%
NA
114
NewEdge Advisors
Louisiana
$982K +$50.4K +1,006 +5%
YIA
115
YHB Investment Advisors
Connecticut
$981K +$70.7K +1,410 +8%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$976K +$131K +2,610 +15%
WAM
117
Weatherly Asset Management
California
$932K -$50.1K -1,000 -5%
ASN
118
Advisory Services Network
Georgia
$926K +$238K +4,750 +35%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$923K +$923K +18,416 New
ACM
120
Alpha Capital Management
Texas
$892K +$40.1K +800 +5%
SBIA
121
Sheaff Brock Investment Advisors
Indiana
$877K +$877K +17,500 New
FMTC
122
Farmers & Merchants Trust Company
California
$875K +$501 +10 +0.1%
CWM
123
Collaborative Wealth Management
Florida
$870K +$5.21K +104 +0.6%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$864K – – –
SFS
125
Sowell Financial Services
Arkansas
$841K +$841K +16,770 New
3 4
5
6 7