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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
151
Gratus Capital
Georgia
$308K -$52.5K -1,052 -15%
Ameriprise
152
Ameriprise
Minnesota
$306K +$12.4K +249 +4%
PFG
153
PAX Financial Group
Texas
$305K +$12.5K +250 +4%
IWM
154
IHT Wealth Management
Illinois
$304K +$304K +6,095 New
BFEC
155
Benjamin F. Edwards & Company
Missouri
$302K +$63.6K +1,275 +27%
KW
156
KWB Wealth
California
$300K +$4.04K +81 +1%
DDPIC
157
Deroy & Devereaux Private Investment Counsel
Michigan
$299K
SGI
158
Swan Global Investments
Colorado
$294K +$294K +5,900 New
IA
159
Insight Advisors
Pennsylvania
$292K
PA
160
Parallel Advisors
California
$291K
LCGC
161
Legacy Capital Group California
California
$286K -$18.8K -377 -6%
KFP
162
KMG Fiduciary Partners
Ohio
$285K -$17.2K -345 -6%
DC
163
Davenport & Co
Virginia
$280K
IGGA
164
Iron Gate Global Advisors
Utah
$273K
RI
165
Ridgewood Investments
New Jersey
$267K
RSS
166
Rosenblum Silverman Sutton
California
$267K -$59.9K -1,200 -18%
AQR Capital Management
167
AQR Capital Management
Connecticut
$263K +$263K +5,267 New
SPIA
168
Steward Partners Investment Advisory
New York
$255K -$76.3K -1,529 -23%
VCM
169
Virtue Capital Management
Tennessee
$251K
SSWM
170
Strait & Sound Wealth Management
California
$250K
GWM
171
Geneos Wealth Management
Colorado
$248K -$39.4K -790 -14%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$245K +$245K +4,903 New
SB
173
Strategic Blueprint
Georgia
$244K +$3.84K +77 +2%
MA
174
Montag & Associates
Georgia
$243K -$104K -2,091 -30%
FFA
175
Farther Finance Advisors
California
$235K +$235K +4,714 New