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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
Insight Advisors
Pennsylvania
$291K
SAG
152
SageView Advisory Group
California
$287K +$1.49K +30 +0.5%
KW
153
KWB Wealth
California
$286K
DC
154
Davenport & Co
Virginia
$279K -$4.78K -96 -2%
NFG
155
Nations Financial Group
Iowa
$275K -$23.4K -470 -8%
PIWA
156
Prevail Innovative Wealth Advisors
Kansas
$273K +$273K +5,486 New
IGGA
157
Iron Gate Global Advisors
Utah
$272K +$272K +5,471 New
RI
158
Ridgewood Investments
New Jersey
$266K
PA
159
Parallel Advisors
California
$265K
SSWM
160
Strait & Sound Wealth Management
California
$250K -$746 -15 -0.3%
VCM
161
Virtue Capital Management
Tennessee
$249K
SB
162
Strategic Blueprint
Georgia
$242K +$50 +1 +0%
PTC
163
Private Trust Company
Ohio
$241K +$20.8K +419 +9%
TI
164
Trexquant Investment
Connecticut
$238K +$238K +4,781 New
GWM
165
Geneos Wealth Management
Colorado
$234K -$40.4K -812 -15%
BWL
166
Bogart Wealth LLC
Virginia
$227K +$298 +6 +0.1%
Comerica Bank
167
Comerica Bank
Texas
$220K +$220K +4,428 New
ECA
168
Elevated Capital Advisors
Utah
$218K -$9.7K -195 -4%
JP Morgan Chase
169
JP Morgan Chase
New York
$217K +$217K +4,371 New
SPI
170
Santori & Peters Inc
Pennsylvania
$213K -$10K -202 -5%
Citigroup
171
Citigroup
New York
$211K -$50.4K -1,014 -19%
DA
172
Detalus Advisors
Missouri
$209K -$49.7K -1,000 -19%
WEG
173
World Equity Group
Illinois
$209K -$4.97K -100 -2%
MM
174
Main Management
California
$182K
CFGS
175
Concourse Financial Group Securities
Alabama
$175K -$290K -5,836 -62%