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Invesco Ultra Short Duration ETF

275 hedge funds and large institutions have $2.25B invested in Invesco Ultra Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 87

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$424M)

7.13% more ownership

Funds ownership: 61.81%68.94% (+7.1%)

5% more funds holding

Funds holding: 263275 (+12)

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
122
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$1.83M +$401K +7,976 +28%
IWC
102
Integrated Wealth Concepts
Massachusetts
$1.72M -$1.29M -25,645 -43%
SFG
103
Sovereign Financial Group
Connecticut
$1.71M -$312K -6,214 -15%
ATPW
104
Ashton Thomas Private Wealth
Arizona
$1.68M -$121K -2,411 -7%
LSL
105
Legacy Solutions LLC
Pennsylvania
$1.64M +$101 +2 +0%
IFO
106
Intrepid Family Office
Florida
$1.63M +$377K +7,500 +30%
WIA
107
World Investment Advisors
California
$1.58M +$80.5K +1,602 +5%
BEI
108
Benjamin Edwards Inc
Missouri
$1.51M +$138K +2,752 +10%
SPIA
109
Steward Partners Investment Advisory
New York
$1.49M +$25.8K +514 +2%
PGWM
110
Pitti Group Wealth Management
New York
$1.47M +$59.9K +1,192 +4%
MFS
111
Mattson Financial Services
Michigan
$1.46M +$56.4K +1,121 +4%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$1.45M +$298K +5,934 +26%
CFG
113
Copley Financial Group
California
$1.43M -$431K -8,572 -23%
WA
114
Wealthstar Advisors
Texas
$1.4M -$101K -2,000 -7%
IPW
115
Impact Partnership Wealth
Georgia
$1.28M -$60.2K -1,197 -4%
Comerica Bank
116
Comerica Bank
Texas
$1.27M +$316K +6,281 +33%
ES
117
ETF Store
Kansas
$1.25M +$128K +2,543 +11%
PW
118
Paladin Wealth
Minnesota
$1.22M +$82.3K +1,638 +7%
FIA
119
Foundations Investment Advisors
Arizona
$1.22M -$558K -11,099 -31%
CWA
120
Capital Wealth Alliance
Arizona
$1.17M -$53.2K -1,059 -4%
EH
121
Equitable Holdings
New York
$1.17M +$371K +7,377 +46%
SFS
122
Sowell Financial Services
Arkansas
$1.08M +$98.6K +1,961 +10%
PP
123
Paladin Partners
Wisconsin
$1.08M +$1.08M +21,457 New
LWM
124
Lionsbridge Wealth Management
Florida
$1.06M -$73.6K -1,463 -7%
MCM
125
MAI Capital Management
Ohio
$1.04M -$37.5K -745 -3%