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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Seelaus Asset Management
New Jersey
$525K -$56.7K -1,148 -10%
ES
127
ETF Store
Kansas
$512K +$234K +4,732 +85%
IWA
128
Inspirion Wealth Advisors
Illinois
$501K -$659K -13,354 -57%
SS
129
Simplicity Solutions
Minnesota
$490K +$203K +4,115 +71%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$489K -$5.63K -114 -1%
LWM
131
Ledge Wealth Management
Minnesota
$469K +$92K +1,863 +24%
EWM
132
Endowment Wealth Management
Wisconsin
$460K -$98.4K -1,992 -18%
4WM
133
4J Wealth Management
Virginia
$458K +$4.94K +100 +1%
NA
134
NewEdge Advisors
Louisiana
$456K -$23.5K -475 -5%
MCC
135
Money Concepts Capital
Florida
$437K -$1.71M -34,629 -80%
KWM
136
Kingsview Wealth Management
Oregon
$430K -$251K -5,093 -37%
XF
137
XML Financial
Maryland
$409K -$92.2K -1,867 -18%
CA
138
Cetera Advisors
Colorado
$405K -$854K -17,293 -68%
PCM
139
Parsons Capital Management
Rhode Island
$404K
FT
140
Fiduciary Trust
Massachusetts
$396K
PA
141
Parallel Advisors
California
$385K -$24.7K -501 -6%
TI
142
Tidal Investments
Wisconsin
$382K +$13.3K +270 +4%
PFS
143
Prospera Financial Services
Texas
$374K -$27.1K -548 -7%
CCM
144
Chilton Capital Management
Texas
$364K
MMA
145
Miracle Mile Advisors
California
$362K
CB
146
Commerce Bank
Missouri
$355K -$2.47K -50 -0.7%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$347K
PWM
148
Provident Wealth Management
Tennessee
$344K -$19.5K -394 -5%
ACM
149
Antonetti Capital Management
Florida
$340K -$274K -5,550 -45%
BFA
150
Beacon Financial Advisory
Ohio
$339K -$453K -9,178 -57%