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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
151
Main Street Financial Solutions
Pennsylvania
$320K +$2.93K +59 +0.9%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$317K +$50 +1 +0%
RC
153
Randolph Company
Ohio
$314K -$5.81K -117 -2%
TSS
154
Two Sigma Securities
New York
$310K +$311K +6,260 New
HI
155
Harbour Investments
Wisconsin
$301K +$496 +10 +0.2%
MCC
156
Money Concepts Capital
Florida
$300K +$858K +17,285 +196%
DDPIC
157
Deroy & Devereaux Private Investment Counsel
Michigan
$298K
NFG
158
Nations Financial Group
Iowa
$298K -$13.2K -266 -4%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$295K -$196K -3,946 -40%
DC
160
Davenport & Co
Virginia
$293K
Ameriprise
161
Ameriprise
Minnesota
$291K +$291K +5,867 New
GWM
162
Geneos Wealth Management
Colorado
$290K
IA
163
Insight Advisors
Pennsylvania
$290K
SIMG
164
Sonora Investment Management Group
Arizona
$282K +$282K +5,680 New
CB
165
Community Bank
New York
$279K -$43.2K -870 -13%
HH
166
Hilltop Holdings
Texas
$275K +$1.64K +33 +0.6%
AWM
167
Axxcess Wealth Management
California
$270K
RI
168
Ridgewood Investments
New Jersey
$266K +$50 +1 +0%
MMA
169
Miracle Mile Advisors
California
$260K -$103K -2,068 -28%
DA
170
Detalus Advisors
Missouri
$259K -$3.57K -72 -1%
WC
171
Waterloo Capital
Texas
$258K +$258K +5,208 New
LPT
172
Legacy Private Trust
Wisconsin
$250K +$251K +5,050 New
VCM
173
Virtue Capital Management
Tennessee
$249K
BWL
174
Bogart Wealth LLC
Virginia
$248K +$298 +6 +0.1%
CWM
175
Collaborative Wealth Management
Florida
$245K -$22.9K -461 -9%