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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
Nottingham Advisors
New York
$544K -$442K -8,861 -45%
BWM
127
BlackDiamond Wealth Management
New York
$535K -$19.7K -395 -4%
TSS
128
Two Sigma Securities
New York
$528K +$528K +10,583 New
CA
129
Calton & Associates
Florida
$506K -$24.5K -490 -5%
MA
130
Mutual Advisors
Nebraska
$502K +$502K +10,062 New
4WM
131
4J Wealth Management
Virginia
$480K +$43K +862 +10%
OMC
132
Old Mission Capital
Illinois
$472K +$472K +9,466 New
SWP
133
Stratos Wealth Partners
Ohio
$469K -$420K -8,408 -47%
PIA
134
Perennial Investment Advisors
California
$458K -$2.58M -51,621 -85%
BW
135
Bison Wealth
Georgia
$449K +$449K +8,990 New
ETIA
136
Epic Trust Investment Advisors
Washington
$441K +$441K +8,840 New
Comerica Bank
137
Comerica Bank
Texas
$435K +$167K +3,345 +62%
FAIM
138
Financial Advocates Investment Management
Washington
$434K +$11.4K +228 +3%
IAA
139
Independent Advisor Alliance
North Carolina
$400K +$400K +8,016 New
SIMG
140
Sonora Investment Management Group
Arizona
$399K +$400K +8,005 New
SAM
141
Seelaus Asset Management
New Jersey
$393K -$64.4K -1,290 -14%
PCM
142
Parsons Capital Management
Rhode Island
$364K
IAIM
143
International Assets Investment Management
Florida
$362K +$499 +10 +0.1%
SA
144
Strategic Advocates
Utah
$359K -$163K -3,265 -31%
NW
145
NewEdge Wealth
Pennsylvania
$354K
FMTC
146
Farmers & Merchants Trust Company
California
$330K +$330K +6,608 New
AAS
147
Avantax Advisory Services
Texas
$328K +$329K +6,582 New
MSFS
148
Main Street Financial Solutions
Pennsylvania
$319K -$3.94K -79 -1%
AP
149
Atwood & Palmer
Missouri
$317K -$1.01M -20,200 -76%
CB
150
Commerce Bank
Missouri
$309K