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Invesco Ultra Short Duration ETF

259 hedge funds and large institutions have $1.74B invested in Invesco Ultra Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 82

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 250259 (+9)

3.18% less ownership

Funds ownership: 64.25%61.07% (-3.2%)

6% less capital invested

Capital invested by funds: $1.84B → $1.74B (-$102M)

Holders
259
Holders Change
+9
Holders Change %
+3.6%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
108
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
126
Farmers & Merchants Trust Company
California
$875K +$502 +10 +0.1%
CWM
127
Collaborative Wealth Management
Florida
$870K +$5.22K +104 +0.6%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$864K
SFS
129
Sowell Financial Services
Arkansas
$841K +$841K +16,770 New
TCM
130
Triumph Capital Management
Colorado
$820K -$150K -2,990 -15%
CPRC
131
Consolidated Portfolio Review Corp
New York
$802K -$1.82M -36,338 -69%
CPW
132
Catalyst Private Wealth
California
$802K
HH
133
Hilltop Holdings
Texas
$802K +$101K +2,018 +14%
FTUS
134
Flow Traders U.S.
New York
$793K -$5.32M -106,111 -87%
WWM
135
WT Wealth Management
Arizona
$790K +$117K +2,325 +17%
PBF
136
Petix & Botte Financial
California
$786K -$192K -3,826 -20%
US Bancorp
137
US Bancorp
Minnesota
$710K
NRI
138
NFP Retirement Inc
California
$687K -$489K -9,750 -42%
BCA
139
Bay Colony Advisors
Massachusetts
$687K +$342K +6,825 +99%
CPIG
140
Chicago Partners Investment Group
Illinois
$685K -$88K -1,755 -11%
OIA
141
OneDigital Investment Advisors
Kansas
$672K -$187K -3,720 -22%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$661K -$318K -6,349 -32%
AAS
143
Asset Allocation Strategies
Michigan
$660K +$109K +2,179 +20%
IFWM
144
Institute for Wealth Management
Colorado
$657K +$8.78K +175 +1%
WWMSC
145
Wagner Wealth Management (South Carolina)
South Carolina
$640K +$70.8K +1,411 +12%
GWM
146
Geneos Wealth Management
Colorado
$638K +$356K +7,098 +126%
SWP
147
Stratos Wealth Partners
Ohio
$627K -$190K -3,779 -23%
JHCP
148
Jackson Hole Capital Partners
Oklahoma
$612K
CFS
149
CGC Financial Services
Oregon
$601K -$87.8K -1,751 -13%
NWMP
150
Noble Wealth Management PBC
Colorado
$583K -$441K -8,785 -43%