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Invesco Ultra Short Duration ETF
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Overview Fund Activity

247 hedge funds and large institutions have $1.84B invested in Invesco Ultra Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
247
Holders Change
+26
Holders Change %
+11.76%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
46
Increased
102
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$34.9M
2
NWM
2
Napa Wealth Management
California
$23.7M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$259M
4
AWS
4
Atria Wealth Solutions
New York
$39.3M
5
IAA
5
Independent Advisor Alliance
North Carolina
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$57.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AC
4
Avestar Capital
New York
$8.46M
5
AAS
5
Ameritas Advisory Services
Nebraska
$7.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$325K 6,477 +729 +13%
CB
177
Commerce Bank
Missouri
$311K 6,200 – –
IAIM
178
International Assets Investment Management
Florida
$308K 6,150 +6,150 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$305K 6,086 +5,935 +3,930%
DDPIC
180
Deroy & Devereaux Private Investment Counsel
Michigan
$301K 6,000 – –
EC
181
EdgeRock Capital
Colorado
$294K 5,864 -787 -12%
IA
182
Insight Advisors
Pennsylvania
$293K 5,851 – –
TPM
183
Triasima Portfolio Management
Quebec, Canada
$292K 82,510 +82,510 New
GWM
184
Geneos Wealth Management
Colorado
$282K 5,633 +918 +19%
TI
185
Tidal Investments
Wisconsin
$280K 5,585 -4,415 -44%
DC
186
Davenport & Co
Virginia
$276K 5,514 – –
LCGC
187
Legacy Capital Group California
California
$267K 5,337 -175 -3%
AQR Capital Management
188
AQR Capital Management
Connecticut
$264K 5,267 – –
AF
189
Allworth Financial
California
$258K 5,162 +4,490 +668%
NA
190
Nottingham Advisors
New York
$252K 5,020 -2,376 -32%
PA
191
Parallel Advisors
California
$246K 4,900 +1,700 +53%
FWMP
192
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$243K 4,840 +4,840 New
HCA
193
Heck Capital Advisors
Wisconsin
$235K 4,690 -369 -7%
IGGA
194
Iron Gate Global Advisors
Utah
$234K 4,671 – –
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$230K 4,587 +357 +8%
LSIA
196
LaSalle St. Investment Advisors
Illinois
$229K 4,580 +4,580 New
BWL
197
Bogart Wealth LLC
Virginia
$226K 4,503 +7 +0.2%
PA
198
Pinnacle Associates
New York
$225K 4,499 +4,499 New
AP
199
Atwood & Palmer
Missouri
$223K 4,450 – –
NW
200
NewEdge Wealth
Pennsylvania
$223K 4,450 +350 +9%
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