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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
126
Prosperity Capital Advisors
Ohio
$527K +$291K +5,856 +123%
ES
127
ETF Store
Kansas
$515K +$3.28K +66 +0.6%
CFGS
128
Concourse Financial Group Securities
Alabama
$462K -$136K -2,734 -23%
4WM
129
4J Wealth Management
Virginia
$457K -$2.23K -45 -0.5%
WAM
130
Warberg Asset Management
Illinois
$454K +$455K +9,163 New
AWM
131
AE Wealth Management
Kansas
$437K +$105K +2,114 +32%
KWM
132
Kingsview Wealth Management
Oregon
$431K
CIAS
133
Capital Investment Advisory Services
North Carolina
$424K +$145K +2,912 +52%
XF
134
XML Financial
Maryland
$418K +$7.44K +150 +2%
FT
135
Fiduciary Trust
Massachusetts
$397K
PCM
136
Parsons Capital Management
Rhode Island
$396K -$8.59K -173 -2%
CA
137
Cetera Advisors
Colorado
$375K -$31.7K -638 -8%
AWA
138
Arete Wealth Advisors
Illinois
$371K +$371K +7,476 New
NW
139
NewEdge Wealth
Pennsylvania
$357K +$357K +7,200 New
CB
140
Commerce Bank
Missouri
$356K
PA
141
Parallel Advisors
California
$352K -$34.7K -700 -9%
TI
142
Tidal Investments
Wisconsin
$350K -$32.8K -661 -9%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$348K
LWM
144
Ledge Wealth Management
Minnesota
$346K -$125K -2,509 -26%
MA
145
Montag & Associates
Georgia
$346K -$4.58M -92,208 -93%
BFA
146
Beacon Financial Advisory
Ohio
$342K +$1.94K +39 +0.6%
PWM
147
Provident Wealth Management
Tennessee
$340K -$4.27K -86 -1%
GC
148
Guggenheim Capital
Illinois
$335K
TAM
149
Titleist Asset Management
Texas
$332K +$333K +6,703 New
SWMP
150
Signature Wealth Management Partners
New Jersey
$332K -$4.22K -85 -1%