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Invesco Ultra Short Duration ETF

230 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

6% more funds holding

Funds holding: 216230 (+14)

6% more capital invested

Capital invested by funds: $1.48B → $1.58B (+$95.9M)

2.38% more ownership

Funds ownership: 49.92%52.3% (+2.4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

Holders
230
Holders Change
+14
Holders Change %
+6.48%
% of All Funds
4.07%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
47
Increased
82
Reduced
77
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
201
Spotlight Asset Group
Illinois
$202K
MM
202
Main Management
California
$190K
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$179K -$17.8K -353 -9%
CAL
204
Capital Analysts LLC
Pennsylvania
$172K +$14.4K +285 +9%
IA
205
Inspire Advisors
Idaho
$171K +$171K +3,390 New
SSB
206
Sandy Spring Bank
Maryland
$162K -$65.7K -1,300 -29%
FFC
207
Fure Financial Corporation
Minnesota
$141K +$52K +1,028 +58%
PWM
208
Perigon Wealth Management
California
$139K +$139K +2,758 New
HR
209
Howe & Rusling
New York
$116K +$37K +731 +47%
MF
210
Manchester Financial
California
$87K
AAP
211
Arax Advisory Partners
Colorado
$81K +$152 +3 +0.2%
LTI
212
Laffer Tengler Investments
Tennessee
$71.8K
MWC
213
MBM Wealth Consultants
Missouri
$50K -$30.3K -600 -38%
ASN
214
Advisory Services Network
Georgia
$48K
LFG
215
Larson Financial Group
Missouri
$36K -$202 -4 -0.6%
SMG
216
Spectrum Management Group
Indiana
$34K
TFGT
217
TS Financial Group (TSFG)
Illinois
$34K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$30K +$10.1K +200 +50%
VCG
219
Vantage Consulting Group
Virginia
$29K +$29K +574 New
CTFG
220
Capstone Triton Financial Group
Oklahoma
$22K +$22.3K +441 New
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$20K
AWM
222
Accel Wealth Management
Iowa
$15K +$15.2K +300 New
CWM
223
Curi Wealth Management
North Carolina
$14K +$14.5K +287 New
ADL
224
Asset Dedication LLC
California
$10K
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$10K +$10.4K +206 New