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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.35B invested in Invesco Ultra Short Duration ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more funds holding

Funds holding: 166190 (+24)

7% more capital invested

Capital invested by funds: $1.26B → $1.35B (+$87.5M)

0.58% less ownership

Funds ownership: 50.04%49.46% (-0.58%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.33%
New
39
Increased
78
Reduced
52
Closed
13
Calls
$526K
Puts
Net Calls
+$526K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
176
Global Financial Private Client
Florida
$76K +$76K +1,508 New
HWM
177
Howard Wealth Management
Connecticut
$70K +$70.6K +1,400 New
VCP
178
Verus Capital Partners
Arizona
$65K +$65.3K +1,295 New
TRCT
179
Tower Research Capital (TRC)
New York
$65K +$65.5K +1,300 New
BHWM
180
Bay Harbor Wealth Management
Maryland
$51K +$13.3K +263 +35%
HR
181
Howe & Rusling
New York
$45K +$26.4K +524 +140%
ADL
182
Asset Dedication LLC
California
$30K +$50 +1 +0.2%
WQ
183
Wealth Quarterback
New Jersey
$29.4K +$29.3K +582 New
CA
184
Centerpoint Advisors
Massachusetts
$29K +$9.07K +180 +45%
ACA
185
Aptus Capital Advisors
Alabama
$20K -$3.18K -63 -14%
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$20K
OIA
187
Optimum Investment Advisors
Illinois
$11K -$101 -2 -0.9%
GI
188
Gradient Investments
Minnesota
$9K
AssetMark Inc
189
AssetMark Inc
California
$3K +$2.52K +50 New
TFGT
190
TS Financial Group (TSFG)
Illinois
$1K -$2.52K -50 -67%
RWA
191
Redhawk Wealth Advisors
Minnesota
-$5.2M -103,130 Closed
SBA
192
Secrest Blakey & Associates
North Carolina
-$2.18M -43,287 Closed
FGAM
193
Financial Gravity Asset Management
Texas
-$1.18M -23,416 Closed
Ameriprise
194
Ameriprise
Minnesota
-$425K -8,432 Closed
WA
195
Wealthstar Advisors
Texas
-$291K -5,764 Closed
DP
196
Denver PWM
Colorado
-$168K -3,322 Closed
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
-$158K -3,136 Closed
CAGAS
198
Capital Advisory Group Advisory Services
Minnesota
-$76K -1,515 Closed
HH
199
HWG Holdings
Texas
-$67K -1,329 Closed
NIC
200
Northwest Investment Counselors
Oregon
-$57K -1,133 Closed