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Invesco Ultra Short Duration ETF

237 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$613K -$110K -2,176 -15%
CPW
152
Catalyst Private Wealth
California
$606K
SFS
153
Sowell Financial Services
Arkansas
$597K -$24.2K -480 -4%
Citigroup
154
Citigroup
New York
$593K -$52.4K -1,037 -8%
BRWM
155
B. Riley Wealth Management
Tennessee
$584K -$49.5K -981 -8%
HNB
156
Huntington National Bank
Ohio
$571K +$571K +11,317 New
SWM
157
Spire Wealth Management
Virginia
$545K -$567K -11,219 -51%
TNBTD
158
Trustmark National Bank Trust Department
Mississippi
$536K -$1.32M -26,211 -71%
GCP
159
Gill Capital Partners
Colorado
$505K
4WM
160
4J Wealth Management
Virginia
$483K -$140K -2,780 -23%
MAFM
161
Mid Atlantic Financial Management
Pennsylvania
$471K +$141K +2,799 +43%
CFGS
162
Concourse Financial Group Securities
Alabama
$465K +$15.1K +300 +3%
PA
163
Parallel Advisors
California
$456K -$47.9K -949 -10%
FHA
164
Flagship Harbor Advisors
Massachusetts
$441K +$176K +3,490 +66%
CA
165
Calton & Associates
Florida
$437K +$1.51K +30 +0.3%
CCM
166
Chilton Capital Management
Texas
$422K +$171K +3,387 +68%
MIH
167
Meitav Investment House
Israel
$415K +$214K +4,241 +106%
TSS
168
Two Sigma Securities
New York
$407K -$458K -9,077 -53%
FT
169
Fiduciary Trust
Massachusetts
$404K
GL
170
Graypoint LLC
New York
$404K
KPWS
171
Kestra Private Wealth Services
Texas
$404K +$404K +8,000 New
VWM
172
Vigilare Wealth Management
Arizona
$403K -$71K -1,406 -15%
MA
173
Mutual Advisors
Nebraska
$390K -$40K -793 -9%
OC
174
Oarsman Capital
Wisconsin
$385K +$68.4K +1,355 +22%
MM
175
Meridian Management
Arkansas
$361K +$361K +7,147 New