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Invesco Ultra Short Duration ETF

237 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Purus Wealth Management
California
$349K +$27.9K +552 +9%
TI
177
Tidal Investments
Wisconsin
$348K -$81.7K -1,618 -19%
C
178
Certuity
Florida
$347K -$11.1K -220 -3%
IA
179
Insight Advisors
Pennsylvania
$346K
AIP
180
Ahrens Investment Partners
Louisiana
$343K -$606K -12,000 -64%
GC
181
Guggenheim Capital
Illinois
$341K
MSFS
182
Main Street Financial Solutions
Pennsylvania
$339K +$151 +3 +0%
CB
183
Commerce Bank
Missouri
$336K
KNW
184
Kesler Norman & Wride
Utah
$329K -$2.88M -57,072 -90%
DC
185
Davenport & Co
Virginia
$326K
BOPW
186
Brandywine Oak Private Wealth
Pennsylvania
$318K +$318K +6,300 New
BWL
187
Bogart Wealth LLC
Virginia
$317K -$36.2K -717 -10%
PCM
188
Parsons Capital Management
Rhode Island
$310K
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$303K +$303K +6,000 New
PA
190
Probity Advisors
Texas
$302K +$454 +9 +0.2%
TCWM
191
Total Clarity Wealth Management
Illinois
$301K -$46.7K -925 -13%
OIA
192
OneDigital Investment Advisors
Kansas
$294K +$294K +5,815 New
PWM
193
Provident Wealth Management
Tennessee
$293K +$293K +5,795 New
ASN
194
Advisory Services Network
Georgia
$293K +$293K +5,797 New
FMTC
195
Farmers & Merchants Trust Company
California
$293K +$293K +5,802 New
CSA
196
Cottage Street Advisors
Massachusetts
$285K +$285K +5,646 New
WG
197
Welch Group
Alabama
$283K -$15.1K -300 -5%
AWA
198
Arkadios Wealth Advisors
Georgia
$281K +$47K +931 +20%
RI
199
Ridgewood Investments
New Jersey
$271K -$151 -3 -0.1%
SIM
200
Sonora Investment Management
Arizona
$265K +$265K +5,248 New