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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
BlackDiamond Wealth Management
New York
$539K -$152K -3,064 -22%
NS
127
NBC Securities
Alabama
$539K +$540K +10,861 New
RFA
128
RTD Financial Advisors
Pennsylvania
$509K +$509K +10,236 New
NWMG
129
National Wealth Management Group
Ohio
$501K -$764K -15,363 -60%
SAM
130
Seelaus Asset Management
New Jersey
$495K -$30.6K -615 -6%
CCM
131
Crabel Capital Management
California
$467K -$571K -11,475 -55%
4WM
132
4J Wealth Management
Virginia
$436K
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$429K -$107K -2,152 -20%
KFP
134
KMG Fiduciary Partners
Ohio
$422K +$39.1K +786 +10%
FAIM
135
Financial Advocates Investment Management
Washington
$421K -$140K -2,817 -25%
FT
136
Fiduciary Trust
Massachusetts
$398K
PCM
137
Parsons Capital Management
Rhode Island
$377K -$9.95K -200 -3%
OPCM
138
Osborne Partners Capital Management
California
$376K +$376K +7,565 New
SPIA
139
Steward Partners Investment Advisory
New York
$362K -$141K -2,825 -28%
NW
140
NewEdge Wealth
Pennsylvania
$353K -$4.97K -100 -1%
MA
141
Montag & Associates
Georgia
$346K
PWM
142
Provident Wealth Management
Tennessee
$340K -$1.29K -26 -0.4%
LCGC
143
Legacy Capital Group California
California
$327K -$44.8K -900 -12%
RSS
144
Rosenblum Silverman Sutton
California
$326K
NA
145
NewEdge Advisors
Louisiana
$319K +$319K +6,420 New
MSFS
146
Main Street Financial Solutions
Pennsylvania
$316K +$4.03K +81 +1%
CB
147
Commerce Bank
Missouri
$308K
KIA
148
KCM Investment Advisors
California
$308K +$2.59K +52 +0.8%
DDPIC
149
Deroy & Devereaux Private Investment Counsel
Michigan
$298K
BFA
150
Beacon Financial Advisory
Ohio
$298K -$44.8K -900 -13%