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Invesco Ultra Short Duration ETF

249 hedge funds and large institutions have $1.31B invested in Invesco Ultra Short Duration ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

0.97% less ownership

Funds ownership: 57.59%56.62% (-0.97%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 254249 (-5)

12% less capital invested

Capital invested by funds: $1.48B → $1.31B (-$175M)

57% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 134

Holders
249
Holders Change
-5
Holders Change %
-1.97%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.27%
New
24
Increased
57
Reduced
134
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
126
Claraphi Advisory Network
United States
$803K +$7.45K +150 +0.9%
BFA
127
Beacon Financial Advisory
Ohio
$794K
TFCP
128
Twin Focus Capital Partners
Massachusetts
$793K
JWCA
129
J.W. Cole Advisors
Florida
$777K -$48.3K -972 -6%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$771K
Baird Financial Group
131
Baird Financial Group
Wisconsin
$766K +$207K +4,166 +37%
TPM
132
Triasima Portfolio Management
Quebec, Canada
$757K -$240K -4,835 -24%
BAM
133
Belpointe Asset Management
Nevada
$752K -$4.83M -97,262 -86%
NAMM
134
NorthStar Asset Management (Massachusetts)
Massachusetts
$736K
SWMP
135
Signature Wealth Management Partners
New Jersey
$713K -$263K -5,298 -27%
CWM
136
CCG Wealth Management
California
$686K -$406K -8,174 -37%
PGWM
137
Pitti Group Wealth Management
New York
$683K -$94.6K -1,904 -12%
CPIG
138
Chicago Partners Investment Group
Illinois
$666K -$49.5K -996 -7%
ACM
139
Antonetti Capital Management
Florida
$641K -$13.7K -275 -2%
WIM
140
Warwick Investment Management
Texas
$623K +$7.11K +143 +1%
SPI
141
Santori & Peters Inc
Pennsylvania
$610K -$86.4K -1,738 -12%
EL
142
Essex LLC
Illinois
$601K -$14.9K -300 -2%
RPCA
143
Running Point Capital Advisors
California
$600K +$601K +12,099 New
CPW
144
Catalyst Private Wealth
California
$595K
MAG
145
MRA Advisory Group
New Jersey
$588K -$1.44K -29 -0.2%
OC
146
Oarsman Capital
Wisconsin
$565K -$24.8K -500 -4%
SAM
147
Seelaus Asset Management
New Jersey
$557K -$17.3K -349 -3%
Truist Financial
148
Truist Financial
North Carolina
$515K +$271K +5,456 +110%
WWP
149
WR Wealth Planners
Missouri
$513K +$515K +10,362 New
EWS
150
Evergreen Wealth Solutions
Pennsylvania
$513K +$514K +10,351 New