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Invesco Ultra Short Duration ETF

275 hedge funds and large institutions have $2.25B invested in Invesco Ultra Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 87

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$424M)

7.13% more ownership

Funds ownership: 61.81%68.94% (+7.1%)

5% more funds holding

Funds holding: 263275 (+12)

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
122
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
Octavia Wealth Advisors
Ohio
$1.03M -$5.78K -115 -0.6%
WI
127
Westbourne Investments
Virginia
$997K +$563K +11,197 +129%
Ameriprise
128
Ameriprise
Minnesota
$996K +$714K +14,209 +253%
FMTC
129
Farmers & Merchants Trust Company
California
$979K +$29.7K +590 +3%
RFN
130
Redwood Financial Network
Ohio
$968K +$374K +7,449 +63%
AC
131
AlphaCore Capital
California
$956K -$132K -2,634 -12%
YIA
132
YHB Investment Advisors
Connecticut
$942K -$515K -10,245 -35%
IF
133
Intrua Financial
Texas
$919K +$195K +3,875 +27%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$866K -$1.01K -20 -0.1%
Invesco
135
Invesco
Georgia
$835K -$5.63M -111,988 -87%
CPW
136
Catalyst Private Wealth
California
$804K
OWA
137
OakTrust Wealth Advisors
Connecticut
$803K +$803K +15,974 New
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$795K +$796K +15,825 New
LWMI
139
Legacy Wealth Management (Idaho)
Idaho
$764K -$513K -10,206 -40%
SWP
140
Stratos Wealth Partners
Ohio
$746K +$17K +338 +2%
AQR Capital Management
141
AQR Capital Management
Connecticut
$745K +$280K +5,574 +60%
US Bancorp
142
US Bancorp
Minnesota
$712K +$754 +15 +0.1%
RC
143
Rovin Capital
Arizona
$707K +$955 +19 +0.1%
PBF
144
Petix & Botte Financial
California
$702K -$10K -199 -1%
CWM
145
Collaborative Wealth Management
Florida
$697K +$63.6K +1,265 +10%
MA
146
Montag & Associates
Georgia
$678K -$153K -3,040 -18%
WWMSC
147
Wagner Wealth Management (South Carolina)
South Carolina
$669K +$7.09K +141 +1%
WAM
148
Weatherly Asset Management
California
$667K -$224K -4,465 -25%
OIA
149
OneDigital Investment Advisors
Kansas
$666K -$4.02K -80 -0.6%
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$649K +$291K +5,781 +81%