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Invesco Ultra Short Duration ETF
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Overview Fund Activity

265 hedge funds and large institutions have $1.64B invested in Invesco Ultra Short Duration ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 74 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
58
Increased
74
Reduced
98
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$21.5M
3
RJA
3
Raymond James & Associates
Florida
$44.4M
4
William Blair & Company
4
William Blair & Company
Illinois
$37.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$320M

Top Sellers

1
IPW
1
IronBridge Private Wealth
Texas
$22K
2
Creative Planning
2
Creative Planning
Kansas
$15.6M
3
CF
3
Clarity Financial
Texas
$1.07M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
FFN
5
Focus Financial Network
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EL
151
Essex LLC
Illinois
$625K 12,425 -2,090 -14%
CWM
152
Collaborative Wealth Management
Florida
$616K 12,247 +12,247 New
PP
153
Palladium Partners
Virginia
$608K 12,095 -1,020 -8%
5L
154
55I LLC
Massachusetts
$605K 12,032 -9,038 -43%
CPW
155
Catalyst Private Wealth
California
$604K 12,000 – –
OC
156
Oarsman Capital
Wisconsin
$604K 12,000 +1,280 +12%
BWL
157
Bogart Wealth LLC
Virginia
$600K 11,923 +5,827 +96%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$596K 11,851 -1,156 -9%
BAM
159
Belpointe Asset Management
Nevada
$582K 11,567 -16 -0.1%
HWM
160
HB Wealth Management
Georgia
$549K 10,922 +10,922 New
AWM
161
Axxcess Wealth Management
California
$541K 10,752 +10,752 New
SAM
162
Seelaus Asset Management
New Jersey
$539K 10,713 -1,508 -12%
KPWS
163
Kestra Private Wealth Services
Texas
$514K 10,223 +2,223 +28%
TNBTD
164
Trustmark National Bank Trust Department
Mississippi
$510K 10,130 -100 -1%
CWM
165
Congress Wealth Management
Massachusetts
$503K 10,000 +10,000 New
NA
166
NewEdge Advisors
Louisiana
$488K 9,700 +9,700 New
CFGS
167
Concourse Financial Group Securities
Alabama
$481K 9,557 – –
SWMP
168
Signature Wealth Management Partners
New Jersey
$468K 9,301 -140 -1%
WIM
169
Warwick Investment Management
Texas
$468K 9,296 +9,296 New
SW
170
SteelPeak Wealth
California
$462K 9,177 -3,702 -29%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$459K 9,120 +783 +9%
FHA
172
Flagship Harbor Advisors
Massachusetts
$450K 8,950 +210 +2%
SWA
173
Strategies Wealth Advisors
Michigan
$437K 8,689 +8,689 New
PA
174
Parallel Advisors
California
$432K 8,590 +152 +2%
ACK
175
Andrew C. Karlinski
$425K 8,453 +8,453 New
5 6
7
8 9