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Invesco Ultra Short Duration ETF

236 hedge funds and large institutions have $1.62B invested in Invesco Ultra Short Duration ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0% less funds holding

Funds holding: 237236 (-1)

5% less capital invested

Capital invested by funds: $1.71B → $1.62B (-$84.9M)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

1.91% less ownership

Funds ownership: 56.48%54.58% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
25
Increased
85
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$776K -$28.9K -573 -4%
SPI
127
Santori & Peters Inc
Pennsylvania
$762K -$11K -218 -1%
AW
128
ACG Wealth
Georgia
$761K -$9.44K -187 -1%
DC
129
DeDora Capital
California
$759K +$759K +15,036 New
RC
130
Randolph Company
Ohio
$741K +$28.7K +569 +4%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$733K -$2.52K -50 -0.3%
EL
132
Essex LLC
Illinois
$733K +$733K +14,515 New
BAAM
133
Baker Avenue Asset Management
California
$725K +$726K +14,380 New
XF
134
XML Financial
Maryland
$720K +$252 +5 +0%
NAMM
135
NorthStar Asset Management (Massachusetts)
Massachusetts
$700K
ACM
136
Antonetti Capital Management
Florida
$678K +$678K +13,425 New
PP
137
Palladium Partners
Virginia
$662K +$2.27K +45 +0.3%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$661K -$279K -5,525 -30%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$656K +$18.8K +373 +3%
SW
140
SteelPeak Wealth
California
$650K -$59.8K -1,184 -8%
PWM
141
Provident Wealth Management
Tennessee
$627K +$334K +6,625 +114%
SAM
142
Seelaus Asset Management
New Jersey
$617K -$12.9K -255 -2%
EH
143
Equitable Holdings
New York
$613K -$119K -2,363 -16%
CPW
144
Catalyst Private Wealth
California
$606K
SFG
145
Sovereign Financial Group
Connecticut
$603K +$603K +11,939 New
BAM
146
Belpointe Asset Management
Nevada
$585K -$27.6K -546 -5%
HB
147
Homrich & Berg
Georgia
$559K -$58K -1,149 -9%
OC
148
Oarsman Capital
Wisconsin
$541K +$156K +3,100 +41%
AWA
149
Arete Wealth Advisors
Illinois
$540K -$1.16M -22,891 -68%
SFS
150
Sowell Financial Services
Arkansas
$529K -$67.4K -1,335 -11%