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Invesco Ultra Short Duration ETF

216 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

17% more capital invested

Capital invested by funds: $1.26B → $1.48B (+$218M)

14% more funds holding

Funds holding: 190216 (+26)

0.77% less ownership

Funds ownership: 50.7%49.92% (-0.77%)

Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
4.36%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
45
Increased
90
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Belpointe Asset Management
Nevada
$697K -$176K -3,484 -20%
MA
127
Mutual Advisors
Nebraska
$627K +$99.7K +1,973 +19%
SPC
128
Sigma Planning Corp
Michigan
$619K +$187K +3,707 +43%
DSC
129
Duncker Streett & Co
Missouri
$616K
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$615K +$616K +12,200 New
FAIM
131
Financial Advocates Investment Management
Washington
$564K +$564K +11,163 New
BRWM
132
B. Riley Wealth Management
Tennessee
$561K +$222K +4,400 +66%
ECM
133
Evergreen Capital Management
Washington
$556K +$556K +11,000 New
WP
134
WealthSource Partners
California
$554K -$243K -4,805 -30%
CAN
135
Cetera Advisor Networks
California
$536K -$44.1K -874 -8%
PA
136
Parallel Advisors
California
$523K +$12.6K +250 +2%
TNB
137
TCF National Bank
South Dakota
$518K +$518K +10,255 New
FA
138
FMA Advisory
Pennsylvania
$513K -$73K -1,445 -12%
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$510K +$49.4K +979 +11%
RC
140
Randolph Company
Ohio
$487K +$9.39K +186 +2%
WAS
141
Wealth Advisory Solutions
Indiana
$482K -$67.9K -1,345 -12%
PBF
142
Petix & Botte Financial
California
$476K +$8.48K +168 +2%
FGA
143
Fortis Group Advisors
New Jersey
$452K +$452K +8,951 New
CA
144
Calton & Associates
Florida
$449K -$556 -11 -0.1%
IIA
145
IPG Investment Advisors
California
$440K -$40.2K -795 -8%
KPW
146
Kore Private Wealth
New York
$439K
DIM
147
Delta Investment Management
California
$422K +$422K +8,361 New
JWCA
148
J.W. Cole Advisors
Florida
$406K +$405K +8,028 New
BFA
149
Beacon Financial Advisory
Ohio
$405K +$405K +8,022 New
FT
150
Fiduciary Trust
Massachusetts
$404K