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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$157K -$2.09K -42 -1%
US Bancorp
177
US Bancorp
Minnesota
$149K
BFEC
178
Benjamin F. Edwards & Company
Missouri
$127K +$106K +2,125 +505%
William Blair & Company
179
William Blair & Company
Illinois
$103K -$8.61K -173 -8%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$99.9K -$358K -7,206 -78%
CCM
181
Chilton Capital Management
Texas
$96.4K
HCA
182
Heck Capital Advisors
Wisconsin
$89.7K -$23.6K -474 -21%
MPCG
183
Matrix Private Capital Group
New York
$68.1K
RFA
184
Register Financial Advisors
Georgia
$34.3K -$846 -17 -2%
EWP
185
Elevation Wealth Partners
California
$29.9K +$29.9K +602 New
TWM
186
Tradition Wealth Management
Minnesota
$28K
IA
187
IFP Advisors
Florida
$21.8K +$50 +1 +0.2%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$20.1K -$10.2K -206 -34%
GM
189
GeoWealth Management
Illinois
$20K -$995 -20 -5%
RG
190
Retirement Group
California
$17.5K -$796 -16 -4%
CA
191
Crewe Advisors
Utah
$16.6K +$16.6K +334 New
ACA
192
Aptus Capital Advisors
Alabama
$11.7K +$11.7K +235 New
FHA
193
First Horizon Advisors
Tennessee
$10.5K -$4.88K -98 -32%
FFA
194
Fairfield Financial Advisors
Massachusetts
$9.94K
TFGT
195
TS Financial Group (TSFG)
Illinois
$9K
PCM
196
Penserra Capital Management
California
$7K -$12.6K -253 -63%
JFA
197
JNBA Financial Advisors
Minnesota
$4.98K +$50 +1 +1%
KFI
198
Key Financial Inc
Pennsylvania
$3.26K
CAL
199
Capital Analysts LLC
Pennsylvania
$3K
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$2.39K +$2.39K +48 New