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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Collaborative Wealth Management
Florida
$267K -$1.98K -40 -0.7%
RI
177
Ridgewood Investments
New Jersey
$265K
DA
178
Detalus Advisors
Missouri
$262K -$9.78K -198 -4%
WA
179
Win Advisors
Florida
$258K -$276K -5,593 -52%
WP
180
WealthSource Partners
California
$249K
VCM
181
Virtue Capital Management
Tennessee
$248K
BWL
182
Bogart Wealth LLC
Virginia
$247K -$74K -1,498 -23%
FHA
183
Flagship Harbor Advisors
Massachusetts
$246K +$39.7K +804 +19%
CAL
184
Capital Analysts LLC
Pennsylvania
$245K +$100K +2,031 +69%
MSCM
185
McElhenny Sheffield Capital Management
Texas
$239K -$513K -10,400 -68%
PCA
186
Prosperity Capital Advisors
Ohio
$236K +$235K +4,767 New
SPI
187
Santori & Peters Inc
Pennsylvania
$233K
IWM
188
IHT Wealth Management
Illinois
$233K +$2.67K +54 +1%
SAG
189
SageView Advisory Group
California
$220K +$220K +4,456 New
LWM
190
Laidlaw Wealth Management
New York
$219K -$75.8K -1,536 -26%
SSWM
191
Strait & Sound Wealth Management
California
$217K +$216K +4,373 New
GGS
192
Galvin Gaustad & Stein
Arizona
$215K -$146K -2,962 -41%
MIH
193
Meitav Investment House
Israel
$211K
BF
194
BOK Financial
Oklahoma
$209K +$209K +4,232 New
PTC
195
Private Trust Company
Ohio
$198K +$197K +3,997 New
US Bancorp
196
US Bancorp
Minnesota
$173K
William Blair & Company
197
William Blair & Company
Illinois
$110K
FGAM
198
Financial Gravity Asset Management
Texas
$79.3K -$50.8K -1,029 -95%
RG
199
Retirement Group
California
$76K +$148 +3 +0.2%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$52.9K +$52.8K +1,069 New