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Invesco Ultra Short Duration ETF

222 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, 96 reducing their positions, and 23 closing their positions.

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% 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
96
Closed
23
Calls
$283K
Puts
Net Calls
+$283K
Net Calls Change
+$283K
Name Market Value Shares Shares
Change
Shares
Change %
SWMP
176
Signature Wealth Management Partners
New Jersey
$231K 4,658 -2,039 -30%
BWM
177
Birchcreek Wealth Management
Ohio
$230K 4,634 +4,634 New
ECA
178
Elevated Capital Advisors
Utah
$227K 4,574 +4,574 New
BWL
179
Bogart Wealth LLC
Virginia
$226K 4,562 -445 -9%
SPI
180
Santori & Peters Inc
Pennsylvania
$223K 4,487
WC
181
Waterloo Capital
Texas
$223K 4,483 -725 -14%
PTC
182
Private Trust Company
Ohio
$220K 4,436 -62 -1%
IWM
183
IHT Wealth Management
Illinois
$219K 4,416 +4,416 New
CWM
184
Collaborative Wealth Management
Florida
$215K 4,325 -609 -12%
WEG
185
World Equity Group
Illinois
$213K 4,300 +4,300 New
LWM
186
Laidlaw Wealth Management
New York
$212K 4,273
RC
187
Randolph Company
Ohio
$207K 4,164 -2,166 -34%
KWM
188
Kingsview Wealth Management
Oregon
$204K 4,100 -4,589 -53%
MIH
189
Meitav Investment House
Israel
$196K 3,963 +3,963 New
MM
190
Main Management
California
$181K 3,652 -21 -0.6%
GWSG
191
GPS Wealth Strategies Group
Colorado
$159K 3,198 -13 -0.4%
US Bancorp
192
US Bancorp
Minnesota
$149K 3,000 -500 -14%
HCA
193
Heck Capital Advisors
Wisconsin
$113K 2,278 +2,033 +830%
William Blair & Company
194
William Blair & Company
Illinois
$112K 2,250 +23 +1%
CCM
195
Chilton Capital Management
Texas
$96.3K 1,939
WP
196
WealthPLAN Partners
Nebraska
$68.9K 1,387 +1,387 New
MPCG
197
Matrix Private Capital Group
New York
$68K 1,370
RFA
198
Register Financial Advisors
Georgia
$35.1K 708 -109 -13%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$30.3K 609
TWM
200
Tradition Wealth Management
Minnesota
$28K 558 +558 New