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Invesco Ultra Short Duration ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
236
Holders Change
+8
Holders Change %
+3.51%
% of All Funds
4.12%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
70
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$102M
2
CF
2
Clarity Financial
Texas
$38.7M
3
Jane Street
3
Jane Street
New York
$30.6M
4
TA
4
TruWealth Advisors
Louisiana
$64.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$22.1M
2
AC
2
Avestar Capital
New York
$7.62M
3
PPW
3
Pasadena Private Wealth
California
$9.79M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$3.77M
5
RJA
5
Raymond James & Associates
Florida
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
201
LexAurum Advisors
Kansas
$251K 4,970 -415 -8%
AIP
202
Almanack Investment Partners
Pennsylvania
$250K 4,946 +767 +18%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$246K 4,868 -19,363 -80%
BWM
204
Birchcreek Wealth Management
Ohio
$237K 4,692 -685 -13%
CCFM
205
Clear Creek Financial Management
Washington
$232K 4,600 +4,600 New
CAM
206
Claret Asset Management
Quebec, Canada
$232K 4,600 +4,600 New
KF
207
Krilogy Financial
Missouri
$225K 4,451 – –
ACI
208
Alpha Cubed Investments
California
$222K 4,407 -458 -9%
WA
209
Wealth Alliance
New York
$221K 4,385 -2,316 -35%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$214K 4,246 – –
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$209K 4,135 +4,135 New
JAG
212
Journey Advisory Group
Kentucky
$207K 4,110 – –
IWM
213
IHT Wealth Management
Illinois
$206K 4,088 -326 -7%
ANTB
214
AMG National Trust Bank
Colorado
$202K 4,000 – –
RG
215
Retirement Group
California
$198K 3,932 -2,405 -38%
MM
216
Main Management
California
$190K 3,763 – –
GWSG
217
GPS Wealth Strategies Group
Colorado
$139K 2,754 +1 +0%
CAL
218
Capital Analysts LLC
Pennsylvania
$135K 2,683 -1,555 -37%
SFPG
219
Stonebridge Financial Planning Group
Florida
$128K 2,530 – –
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$113K 2,254 +419 +23%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$112K 2,213 +2,213 New
JPMorgan Chase & Co
222
JPMorgan Chase & Co
New York
$97K 1,925 +1,925 New
SMG
223
Spectrum Management Group
Indiana
$89K 1,756 – –
WQ
224
Wealth Quarterback
New Jersey
$45K 889 +889 New
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$44K 873 +873 New
7 8
9
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