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Invesco Ultra Short Duration ETF

257 hedge funds and large institutions have $1.7B invested in Invesco Ultra Short Duration ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.1M
2 +$20.4M
3 +$17.6M
4
UBS Group
UBS Group
Switzerland
+$17.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12M

Top Sellers

1 -$67.6M
2 -$52.4M
3 -$22.6M
4
HNB
Huntington National Bank
Ohio
-$20.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Lionsbridge Wealth Management
Florida
$1.46M
CWA
102
Capital Wealth Alliance
Arizona
$1.29M
AAS
103
Avantax Advisory Services
Texas
$1.26M
PGWM
104
Pitti Group Wealth Management
New York
$1.2M
PW
105
Paladin Wealth
Minnesota
$1.19M
FIM
106
Freedom Investment Management
Connecticut
$1.18M
AC
107
AlphaCore Capital
California
$1.18M
CPRC
108
Consolidated Portfolio Review Corp
New York
$1.17M
LWMI
109
Legacy Wealth Management (Idaho)
Idaho
$1.17M
LIS
110
Legacy Investment Solutions
Idaho
$1.17M
WGC
111
Watts Gwilliam & Co
Arizona
$1.13M
BEI
112
Benjamin Edwards Inc
Missouri
$1.09M
ES
113
ETF Store
Kansas
$1.08M
AI
114
Atria Investments
North Carolina
$1.08M
YIA
115
YHB Investment Advisors
Connecticut
$1.07M
MCM
116
MAI Capital Management
Ohio
$1.06M
PCM
117
Parsons Capital Management
Rhode Island
$1.05M
MA
118
Montag & Associates
Georgia
$1.05M
IFO
119
Intrepid Family Office
Florida
$1M
NA
120
NewEdge Advisors
Louisiana
$960K
WAM
121
Weatherly Asset Management
California
$936K
OWA
122
Octavia Wealth Advisors
Ohio
$924K
Baird Financial Group
123
Baird Financial Group
Wisconsin
$920K
TCWM
124
Total Clarity Wealth Management
Illinois
$915K
TCG
125
Transcendent Capital Group
Oklahoma
$889K