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Invesco Ultra Short Duration ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Ultra Short Duration ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.54% more ownership

Funds ownership: 49.46%110.99% (+62%)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$196M)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.23%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
60
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$226K -$108K -2,146 -32%
BRWM
152
B. Riley Wealth Management
Tennessee
$224K -$733K -14,637 -76%
CFG
153
CMC Financial Group
Georgia
$211K -$68.6K -1,369 -24%
HA
154
HC Advisors
Georgia
$211K +$215K +4,283 New
BFA
155
Beacon Financial Advisory
Ohio
$208K +$1.2K +24 +0.6%
CA
156
Cetera Advisors
Colorado
$206K -$14.3K -285 -6%
MAFM
157
Mid Atlantic Financial Management
Pennsylvania
$205K -$470K -9,376 -69%
MM
158
Main Management
California
$191K
AWA
159
Arkadios Wealth Advisors
Georgia
$187K +$58.4K +1,166 +44%
Citigroup
160
Citigroup
New York
$175K -$296K -5,906 -62%
CAL
161
Capital Analysts LLC
Pennsylvania
$159K +$13.5K +270 +9%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$145K -$50.1K -1,000 -25%
SIA
163
SeaBridge Investment Advisors
New Jersey
$143K
SMG
164
Spectrum Management Group
Indiana
$127K +$129K +2,569 New
LTI
165
Laffer Tengler Investments
Tennessee
$121K
BWL
166
Bogart Wealth LLC
Virginia
$103K -$16.4M -327,227 -99%
SIAS
167
Shine Investment Advisory Services
Colorado
$86K +$87.3K +1,742 New
MF
168
Manchester Financial
California
$85K
AIC
169
Ameritas Investment Company
Nebraska
$65K +$66.1K +1,319 New
VCP
170
Verus Capital Partners
Arizona
$64K
US Bancorp
171
US Bancorp
Minnesota
$61K -$62.1K -1,239 -50%
William Blair & Company
172
William Blair & Company
Illinois
$61K +$62K +1,238 New
AAP
173
Arax Advisory Partners
Colorado
$52K +$53.2K +1,063 New
HNB
174
Huntington National Bank
Ohio
$48K
HR
175
Howe & Rusling
New York
$43K -$1.55K -31 -3%