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Invesco Ultra Short Duration ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Ultra Short Duration ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.54% more ownership

Funds ownership: 49.46%110.99% (+62%)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$196M)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.23%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
60
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
176
Aspire Private Capital
North Carolina
$41K -$60.5K -1,208 -59%
PCA
177
Providence Capital Advisors
North Carolina
$39K +$39.3K +785 New
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$35K +$35.1K +701 New
GFPC
179
Global Financial Private Client
Florida
$32.2K -$42.9K -856 -57%
CA
180
Centerpoint Advisors
Massachusetts
$29K
BHWM
181
Bay Harbor Wealth Management
Maryland
$28K -$22.1K -442 -44%
CAGAS
182
Capital Advisory Group Advisory Services
Minnesota
$26K +$25.8K +515 New
WQ
183
Wealth Quarterback
New Jersey
$24.2K -$4.56K -91 -16%
Toronto Dominion Bank
184
Toronto Dominion Bank
Ontario, Canada
$20K
AssetMark Inc
185
AssetMark Inc
California
$18K +$16.2K +324 +648%
FHA
186
Flagship Harbor Advisors
Massachusetts
$12K +$12.5K +250 New
ADL
187
Asset Dedication LLC
California
$10K -$20K -399 -66%
GI
188
Gradient Investments
Minnesota
$9K
PP
189
Pacifica Partners
Canada
$9K +$9.52K +190 New
AA
190
Ancora Advisors
Ohio
$6K -$351K -7,000 -98%
ACA
191
Aptus Capital Advisors
Alabama
$5K -$14.7K -294 -73%
TFGT
192
TS Financial Group (TSFG)
Illinois
$1K
LAS
193
Lloyd Advisory Services
Georgia
$1K +$1.25K +25 New
ACG
194
Allen Capital Group
Nebraska
-$9.03M -179,147 Closed
SWP
195
Stratos Wealth Partners
Ohio
-$6.55M -129,924 Closed
GM
196
GeoWealth Management
Illinois
-$3.75M -74,483 Closed
LWM
197
Lionsbridge Wealth Management
Florida
-$3.35M -66,419 Closed
CFC
198
Coyle Financial Counsel
Illinois
-$2.87M -57,041 Closed
IAA
199
Independent Advisor Alliance
North Carolina
-$2.6M -51,545 Closed
VWM
200
Vigilare Wealth Management
Arizona
-$2.28M -45,247 Closed