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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
151
Signature Wealth Management Partners
New Jersey
$335K -$4.3K -87 -1%
GC
152
Guggenheim Capital
Illinois
$334K
TC
153
Titleist Capital
Texas
$332K +$331K +6,703 New
AWM
154
AE Wealth Management
Kansas
$331K +$38K +769 +13%
TPM
155
Triasima Portfolio Management
Quebec, Canada
$330K -$91.6K -1,855 -22%
CB
156
Community Bank
New York
$321K -$159K -3,229 -33%
RC
157
Randolph Company
Ohio
$319K
Bank of New York Mellon
158
Bank of New York Mellon
New York
$317K -$2.17K -44 -0.7%
MSFS
159
Main Street Financial Solutions
Pennsylvania
$316K -$2.12K -43 -0.7%
NFG
160
Nations Financial Group
Iowa
$310K -$82.9K -1,679 -21%
HI
161
Harbour Investments
Wisconsin
$300K +$691 +14 +0.2%
IA
162
IFP Advisors
Florida
$298K -$1.34M -27,184 -82%
DDPIC
163
Deroy & Devereaux Private Investment Counsel
Michigan
$297K
WEG
164
World Equity Group
Illinois
$297K -$247K -5,000 -45%
DC
165
Davenport & Co
Virginia
$293K
GWM
166
Geneos Wealth Management
Colorado
$290K
IA
167
Insight Advisors
Pennsylvania
$289K
VWM
168
Vigilare Wealth Management
Arizona
$281K +$280K +5,679 New
PFBT
169
Parkside Financial Bank & Trust
Missouri
$279K +$69.1K +1,400 +33%
CIAS
170
Capital Investment Advisory Services
North Carolina
$279K +$4.39K +89 +2%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$275K -$264K -5,354 -49%
HH
172
Hilltop Holdings
Texas
$272K +$1.58K +32 +0.6%
MA
173
Mutual Advisors
Nebraska
$270K -$6.57K -133 -2%
AWM
174
Axxcess Wealth Management
California
$270K
MAG
175
MRA Advisory Group
New Jersey
$269K -$128K -2,600 -32%