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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$107M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

1% less funds holding

Funds holding: 192190 (-2)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

60.3% less ownership

Funds ownership: 110.99%50.7% (-60%)

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.9%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.29%
New
28
Increased
73
Reduced
69
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$223K -$74.3K -1,482 -25%
CA
152
Cetera Advisors
Colorado
$210K -$1.05K -21 -0.5%
AWA
153
Arkadios Wealth Advisors
Georgia
$208K +$16.3K +325 +9%
OCM
154
Orser Capital Management
Texas
$205K -$359K -7,172 -90%
TCWM
155
Total Clarity Wealth Management
Illinois
$205K +$203K +4,055 New
IWM
156
IHT Wealth Management
Illinois
$203K +$202K +4,024 New
GCP
157
Gill Capital Partners
Colorado
$202K +$200K +4,000 New
GIP
158
Greatmark Investment Partners
Georgia
$202K +$200K +4,000 New
MM
159
Main Management
California
$196K
CAL
160
Capital Analysts LLC
Pennsylvania
$157K -$5.56K -111 -3%
Citigroup
161
Citigroup
New York
$147K -$31.9K -637 -18%
SIA
162
SeaBridge Investment Advisors
New Jersey
$147K
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$121K +$85.5K +1,706 +243%
VFA
164
Valeo Financial Advisors
Indiana
$114K +$113K +2,263 New
MF
165
Manchester Financial
California
$87K
AAP
166
Arax Advisory Partners
Colorado
$74K +$20.2K +404 +38%
LTI
167
Laffer Tengler Investments
Tennessee
$71.7K -$51.3K -1,024 -42%
US Bancorp
168
US Bancorp
Minnesota
$62K
HR
169
Howe & Rusling
New York
$45K +$1.15K +23 +3%
APC
170
Aspire Private Capital
North Carolina
$41K -$1.15K -23 -3%
PCA
171
Providence Capital Advisors
North Carolina
$40K
SMG
172
Spectrum Management Group
Indiana
$34K -$95.2K -1,899 -74%
GFPC
173
Global Financial Private Client
Florida
$32.9K
MWC
174
MBM Wealth Consultants
Missouri
$30K +$30.1K +600 New
CAGAS
175
Capital Advisory Group Advisory Services
Minnesota
$25K -$752 -15 -3%