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Invesco Ultra Short Duration ETF

213 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
126
Foundations Investment Advisors
Arizona
$591K +$589K +11,823 New
IFWM
127
Institute for Wealth Management
Colorado
$590K -$1.84K -37 -0.3%
CIAS
128
Capital Investment Advisory Services
North Carolina
$590K -$1.79K -36 -0.3%
PGWM
129
Pitti Group Wealth Management
New York
$573K -$11.7K -234 -2%
BWM
130
BlackDiamond Wealth Management
New York
$555K +$12.8K +256 +2%
BCMO
131
Buckingham Capital Management (Ohio)
Ohio
$548K -$1.18M -23,687 -68%
PG
132
Prostatis Group
Maryland
$543K +$543K +10,895 New
CA
133
Calton & Associates
Florida
$531K +$530K +10,637 New
SA
134
Strategic Advocates
Utah
$522K -$53.3K -1,070 -9%
BRWA
135
B. Riley Wealth Advisors
Florida
$511K -$99K -1,987 -16%
RCG
136
Regatta Capital Group
California
$506K -$691K -13,865 -58%
JWCA
137
J.W. Cole Advisors
Florida
$496K -$108K -2,163 -18%
PIWA
138
Prevail Innovative Wealth Advisors
Kansas
$483K +$209K +4,189 +76%
SAM
139
Seelaus Asset Management
New Jersey
$458K -$39K -784 -8%
4WM
140
4J Wealth Management
Virginia
$437K
FAIM
141
Financial Advocates Investment Management
Washington
$423K
HF
142
HRT Financial
New York
$379K +$379K +7,607 New
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$371K -$58.7K -1,179 -14%
PCM
144
Parsons Capital Management
Rhode Island
$363K -$14.9K -300 -4%
IAIM
145
International Assets Investment Management
Florida
$361K +$361K +7,246 New
GC
146
Gratus Capital
Georgia
$361K -$28.8M -577,732 -99%
NW
147
NewEdge Wealth
Pennsylvania
$354K
MA
148
Montag & Associates
Georgia
$348K
SPIA
149
Steward Partners Investment Advisory
New York
$331K -$32.5K -653 -9%
RSS
150
Rosenblum Silverman Sutton
California
$327K