We are live on ! Find out more
GSY icon

Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
176
Financial Gravity Asset Management
Texas
$235K -$7.04M -141,088 -97%
VF
177
VitalStone Financial
Texas
$232K -$2.2M -44,038 -90%
EC
178
EdgeRock Capital
Colorado
$228K -$24.8K -496 -10%
SPI
179
Santori & Peters Inc
Pennsylvania
$227K -$10K -201 -4%
BWL
180
Bogart Wealth LLC
Virginia
$224K +$349 +7 +0.2%
DA
181
Detalus Advisors
Missouri
$210K
SP
182
Sequent Planning
Nebraska
$206K +$206K +4,128 New
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$202K -$4.09K -82 -2%
MM
184
Main Management
California
$182K
HCA
185
Heck Capital Advisors
Wisconsin
$172K +$18.9K +378 +12%
GWSG
186
GPS Wealth Strategies Group
Colorado
$146K +$499 +10 +0.3%
US Bancorp
187
US Bancorp
Minnesota
$145K -$4.49K -90 -3%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$145K +$44.7K +895 +45%
PTC
189
Private Trust Company
Ohio
$133K +$133K +2,665 New
CFGS
190
Concourse Financial Group Securities
Alabama
$133K +$2.6K +52 +2%
TCG
191
Transcendent Capital Group
Oklahoma
$125K +$100K +2,007 +401%
CCM
192
Chilton Capital Management
Texas
$96.7K
Citigroup
193
Citigroup
New York
$94.5K +$2.35K +47 +3%
William Blair & Company
194
William Blair & Company
Illinois
$94.5K -$19.9K -398 -17%
GM
195
GeoWealth Management
Illinois
$83.7K +$9.68K +194 +13%
MPCG
196
Matrix Private Capital Group
New York
$68.3K
AWM
197
Avior Wealth Management
Nebraska
$51.4K +$51.4K +1,029 New
HPC
198
HM Payson & Co
Maine
$49.9K
CWP
199
Concord Wealth Partners
Virginia
$45.9K +$46K +921 New
WWMSC
200
Wagner Wealth Management (South Carolina)
South Carolina
$41.4K +$41.4K +829 New