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Invesco Ultra Short Duration ETF

213 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
151
Main Street Financial Solutions
Pennsylvania
$323K +$5.23K +105 +2%
CB
152
Commerce Bank
Missouri
$309K
BFA
153
Beacon Financial Advisory
Ohio
$307K +$8.32K +167 +3%
LCGC
154
Legacy Capital Group California
California
$304K -$23.4K -469 -7%
KFP
155
KMG Fiduciary Partners
Ohio
$302K -$121K -2,433 -29%
DDPIC
156
Deroy & Devereaux Private Investment Counsel
Michigan
$299K
KW
157
KWB Wealth
California
$296K +$8.52K +171 +3%
Ameriprise
158
Ameriprise
Minnesota
$293K +$293K +5,875 New
PFG
159
PAX Financial Group
Texas
$293K +$292K +5,863 New
IA
160
Insight Advisors
Pennsylvania
$292K
PA
161
Parallel Advisors
California
$291K +$25K +501 +9%
GWM
162
Geneos Wealth Management
Colorado
$287K +$52.3K +1,051 +22%
DC
163
Davenport & Co
Virginia
$280K
IGGA
164
Iron Gate Global Advisors
Utah
$273K
Comerica Bank
165
Comerica Bank
Texas
$268K +$47.5K +954 +22%
RI
166
Ridgewood Investments
New Jersey
$267K
CWM
167
Collaborative Wealth Management
Florida
$262K +$262K +5,259 New
NWMG
168
National Wealth Management Group
Ohio
$255K -$248K -4,980 -49%
EC
169
EdgeRock Capital
Colorado
$253K +$252K +5,064 New
SSWM
170
Strait & Sound Wealth Management
California
$251K -$349 -7 -0.1%
VCM
171
Virtue Capital Management
Tennessee
$250K
SB
172
Strategic Blueprint
Georgia
$241K -$2.19K -44 -0.9%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$238K +$111K +2,235 +88%
SPI
174
Santori & Peters Inc
Pennsylvania
$237K +$22.8K +457 +11%
BWL
175
Bogart Wealth LLC
Virginia
$223K -$4.58K -92 -2%