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Invesco Ultra Short Duration ETF

223 hedge funds and large institutions have $1.21B invested in Invesco Ultra Short Duration ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 215223 (+8)

0.56% less ownership

Funds ownership: 65.31%64.76% (-0.56%)

6% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$81.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 97

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
32
Increased
63
Reduced
97
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
176
Strategic Blueprint
Georgia
$242K +$50 +1 +0%
SWMP
177
Signature Wealth Management Partners
New Jersey
$231K -$101K -2,039 -30%
BWM
178
Birchcreek Wealth Management
Ohio
$230K +$230K +4,634 New
ECA
179
Elevated Capital Advisors
Utah
$227K +$227K +4,574 New
BWL
180
Bogart Wealth LLC
Virginia
$226K -$22.1K -445 -9%
SPI
181
Santori & Peters Inc
Pennsylvania
$223K
WC
182
Waterloo Capital
Texas
$223K -$36K -725 -14%
PTC
183
Private Trust Company
Ohio
$220K -$3.08K -62 -1%
IWM
184
IHT Wealth Management
Illinois
$219K +$219K +4,416 New
CWM
185
Collaborative Wealth Management
Florida
$215K -$30.3K -609 -12%
WEG
186
World Equity Group
Illinois
$213K +$214K +4,300 New
LWM
187
Laidlaw Wealth Management
New York
$212K
RC
188
Randolph Company
Ohio
$207K -$108K -2,166 -34%
KWM
189
Kingsview Wealth Management
Oregon
$204K -$228K -4,589 -53%
MIH
190
Meitav Investment House
Israel
$196K +$197K +3,963 New
MM
191
Main Management
California
$181K -$1.04K -21 -0.6%
GWSG
192
GPS Wealth Strategies Group
Colorado
$159K -$646 -13 -0.4%
US Bancorp
193
US Bancorp
Minnesota
$149K -$24.8K -500 -14%
HCA
194
Heck Capital Advisors
Wisconsin
$113K +$101K +2,033 +830%
William Blair & Company
195
William Blair & Company
Illinois
$112K +$1.14K +23 +1%
CCM
196
Chilton Capital Management
Texas
$96.3K
WP
197
WealthPLAN Partners
Nebraska
$68.9K +$68.9K +1,387 New
MPCG
198
Matrix Private Capital Group
New York
$68K
RFA
199
Register Financial Advisors
Georgia
$35.1K -$5.42K -109 -13%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$30.3K