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Invesco Ultra Short Duration ETF

259 hedge funds and large institutions have $1.74B invested in Invesco Ultra Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 82

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 250259 (+9)

3.18% less ownership

Funds ownership: 64.25%61.07% (-3.2%)

6% less capital invested

Capital invested by funds: $1.84B → $1.74B (-$102M)

Holders
259
Holders Change
+9
Holders Change %
+3.6%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
108
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Capital Wealth Alliance
Arizona
$1.38M +$233K +4,655 +20%
MA
102
Montag & Associates
Georgia
$1.35M -$141K -2,806 -9%
FHA
103
Flagship Harbor Advisors
Massachusetts
$1.35M +$69.1K +1,377 +5%
MWA
104
Medallion Wealth Advisors
Connecticut
$1.33M +$784K +15,625 +142%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$1.27M +$638K +12,723 +101%
FIM
106
Freedom Investment Management
Connecticut
$1.27M +$11.1K +221 +0.9%
LWMI
107
Legacy Wealth Management (Idaho)
Idaho
$1.26M -$2.06M -41,088 -62%
PW
108
Paladin Wealth
Minnesota
$1.26M +$28.9K +577 +2%
SSWM
109
Strait & Sound Wealth Management
California
$1.21M +$339K +6,753 +39%
AC
110
AlphaCore Capital
California
$1.2M +$1.2M +23,953 New
PGWM
111
Pitti Group Wealth Management
New York
$1.16M +$28.2K +562 +2%
P
112
&Partners
Tennessee
$1.14M +$47.4K +945 +4%
MCM
113
MAI Capital Management
Ohio
$1.11M +$106K +2,109 +11%
ES
114
ETF Store
Kansas
$1.05M +$61.6K +1,229 +6%
OWA
115
Octavia Wealth Advisors
Ohio
$1.04M -$1.2K -24 -0.1%
BEI
116
Benjamin Edwards Inc
Missouri
$1.03M +$276K +5,499 +37%
HighTower Advisors
117
HighTower Advisors
Illinois
$1,000K -$22.5K -448 -2%
NA
118
NewEdge Advisors
Louisiana
$982K +$50.5K +1,006 +5%
YIA
119
YHB Investment Advisors
Connecticut
$981K +$70.7K +1,410 +8%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$976K +$131K +2,610 +15%
WAM
121
Weatherly Asset Management
California
$932K -$50.2K -1,000 -5%
ASN
122
Advisory Services Network
Georgia
$926K +$238K +4,750 +35%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$923K +$924K +18,416 New
ACM
124
Alpha Capital Management
Texas
$892K +$40.1K +800 +5%
SBIA
125
Sheaff Brock Investment Advisors
Indiana
$877K +$878K +17,500 New