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Invesco Ultra Short Duration ETF

212 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
75
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WEG
176
World Equity Group
Illinois
$209K 4,200
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$206K 4,125 +4,125 New
MM
178
Main Management
California
$182K 3,652
CF
179
Centaurus Financial
California
$177K 3,552 +3,552 New
HCA
180
Heck Capital Advisors
Wisconsin
$154K 3,079 +1,275 +71%
US Bancorp
181
US Bancorp
Minnesota
$150K 3,000
GWSG
182
GPS Wealth Strategies Group
Colorado
$146K 2,917 -239 -8%
CFGS
183
Concourse Financial Group Securities
Alabama
$130K 2,607 -906 -26%
William Blair & Company
184
William Blair & Company
Illinois
$114K 2,292 +215 +10%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$100K 2,010
CCM
186
Chilton Capital Management
Texas
$96.7K 1,939
Citigroup
187
Citigroup
New York
$92.2K 1,848 -2,404 -57%
GM
188
GeoWealth Management
Illinois
$74K 1,484 +1,080 +267%
MPCG
189
Matrix Private Capital Group
New York
$68.3K 1,370
HPC
190
HM Payson & Co
Maine
$49.9K 1,000 +1,000 New
EWP
191
Elevation Wealth Partners
California
$29.9K 602
TCG
192
Transcendent Capital Group
Oklahoma
$24.9K 500 +500 New
HI
193
Harbour Investments
Wisconsin
$21.7K 436 +436 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$20.2K 403
RG
195
Retirement Group
California
$17.4K 348 -4 -1%
T
196
Tidemark
California
$16.7K 335 +335 New
SWC
197
Spectrum Wealth Counsel
Indiana
$13K 260 +260 New
PCWA
198
Pacific Capital Wealth Advisors
California
$12.4K 248 +248 New
FHA
199
First Horizon Advisors
Tennessee
$10.6K 212
FFA
200
Fairfield Financial Advisors
Massachusetts
$9.98K 200