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Invesco Ultra Short Duration ETF

237 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
Howard Wealth Management
Connecticut
$843K -$99.3K -1,967 -11%
TW
127
Transform Wealth
Colorado
$817K -$65.4K -1,296 -7%
TFCP
128
Twin Focus Capital Partners
Massachusetts
$808K
Baird Financial Group
129
Baird Financial Group
Wisconsin
$805K +$64.6K +1,279 +9%
SPI
130
Santori & Peters Inc
Pennsylvania
$773K -$638K -12,641 -45%
AW
131
ACG Wealth
Georgia
$770K +$808 +16 +0.1%
SWMP
132
Signature Wealth Management Partners
New Jersey
$749K -$421K -8,341 -36%
FTA
133
Financial & Tax Architects
Missouri
$735K +$186K +3,674 +34%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$735K -$757 -15 -0.1%
KIA
135
KCM Investment Advisors
California
$735K +$735K +14,553 New
EH
136
Equitable Holdings
New York
$733K -$311K -6,164 -30%
CPIG
137
Chicago Partners Investment Group
Illinois
$721K +$487K +9,641 +208%
XF
138
XML Financial
Maryland
$720K -$46K -911 -6%
RC
139
Randolph Company
Ohio
$713K -$120K -2,369 -14%
SW
140
SteelPeak Wealth
California
$710K -$215K -4,264 -23%
CAN
141
Claraphi Advisory Network
United States
$709K -$291K -5,760 -29%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$704K +$75.7K +1,500 +12%
NAMM
143
NorthStar Asset Management (Massachusetts)
Massachusetts
$700K
PP
144
Palladium Partners
Virginia
$660K -$182K -3,596 -22%
COF
145
Capital One Financial
Virginia
$649K -$193K -3,818 -23%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$638K -$186K -3,686 -23%
SAM
147
Seelaus Asset Management
New Jersey
$630K -$67.4K -1,334 -10%
Truist Financial
148
Truist Financial
North Carolina
$623K -$109K -2,152 -15%
HB
149
Homrich & Berg
Georgia
$617K -$177K -3,500 -22%
JWCA
150
J.W. Cole Advisors
Florida
$615K +$239K +4,742 +64%