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Invesco Ultra Short Duration ETF

253 hedge funds and large institutions have $1.69B invested in Invesco Ultra Short Duration ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
107
Reduced
86
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
101
Lionsbridge Wealth Management
Florida
$1.46M -$83.5K -1,665 -5%
CWA
102
Capital Wealth Alliance
Arizona
$1.29M -$91.9K -1,833 -7%
AAS
103
Avantax Advisory Services
Texas
$1.26M +$793K +15,818 +170%
PGWM
104
Pitti Group Wealth Management
New York
$1.2M +$37.6K +749 +3%
PW
105
Paladin Wealth
Minnesota
$1.19M -$68.4K -1,365 -5%
FIM
106
Freedom Investment Management
Connecticut
$1.18M -$88K -1,755 -7%
AC
107
AlphaCore Capital
California
$1.18M -$23.8K -475 -2%
CPRC
108
Consolidated Portfolio Review Corp
New York
$1.17M +$366K +7,300 +46%
LWMI
109
Legacy Wealth Management (Idaho)
Idaho
$1.17M -$96.9K -1,932 -8%
LIS
110
Legacy Investment Solutions
Idaho
$1.17M +$1.17M +23,292 New
BEI
111
Benjamin Edwards Inc
Missouri
$1.09M +$64.3K +1,283 +6%
ES
112
ETF Store
Kansas
$1.08M +$34K +679 +3%
AI
113
Atria Investments
North Carolina
$1.08M +$1.08M +21,497 New
YIA
114
YHB Investment Advisors
Connecticut
$1.07M +$90.3K +1,800 +9%
MCM
115
MAI Capital Management
Ohio
$1.06M -$49K -977 -4%
PCM
116
Parsons Capital Management
Rhode Island
$1.05M +$723K +14,426 +223%
MA
117
Montag & Associates
Georgia
$1.05M -$306K -6,099 -23%
IFO
118
Intrepid Family Office
Florida
$1M -$752K -15,000 -43%
NA
119
NewEdge Advisors
Louisiana
$960K -$21.7K -433 -2%
WAM
120
Weatherly Asset Management
California
$936K +$3.76K +75 +0.4%
OWA
121
Octavia Wealth Advisors
Ohio
$924K -$116K -2,322 -11%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$920K -$56.4K -1,124 -6%
TCWM
123
Total Clarity Wealth Management
Illinois
$915K +$357K +7,115 +64%
TCG
124
Transcendent Capital Group
Oklahoma
$889K -$1.23M -24,519 -58%
FMTC
125
Farmers & Merchants Trust Company
California
$874K -$501 -10 -0.1%