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Invesco Ultra Short Duration ETF

237 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, 71 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.58B → $1.71B (+$130M)

5.2% more ownership

Funds ownership: 51.28%56.48% (+5.2%)

3% more funds holding

Funds holding: 229237 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
4.13%
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
71
Reduced
106
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Professional Planning
California
$251K -$62.9K -1,246 -20%
LA
202
LexAurum Advisors
Kansas
$251K -$21K -415 -8%
AIP
203
Almanack Investment Partners
Pennsylvania
$250K +$38.7K +767 +18%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$246K -$978K -19,363 -80%
BWM
205
Birchcreek Wealth Management
Ohio
$237K -$34.6K -685 -13%
CAM
206
Claret Asset Management
Quebec, Canada
$232K +$232K +4,600 New
CCFM
207
Clear Creek Financial Management
Washington
$232K +$232K +4,600 New
KF
208
Krilogy Financial
Missouri
$225K
ACI
209
Alpha Cubed Investments
California
$222K -$23.1K -458 -9%
WA
210
Wealth Alliance
New York
$221K -$117K -2,316 -35%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$214K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$209K +$209K +4,135 New
JAG
213
Journey Advisory Group
Kentucky
$207K
IWM
214
IHT Wealth Management
Illinois
$206K -$16.5K -326 -7%
ANTB
215
AMG National Trust Bank
Colorado
$202K
RG
216
Retirement Group
California
$198K -$121K -2,405 -38%
MM
217
Main Management
California
$190K
GWSG
218
GPS Wealth Strategies Group
Colorado
$139K +$50 +1 +0%
CAL
219
Capital Analysts LLC
Pennsylvania
$135K -$78.5K -1,555 -37%
SFPG
220
Stonebridge Financial Planning Group
Florida
$128K
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$113K +$21.2K +419 +23%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$112K +$112K +2,213 New
JP Morgan Chase
223
JP Morgan Chase
New York
$97K +$97.2K +1,925 New
SMG
224
Spectrum Management Group
Indiana
$89K
WQ
225
Wealth Quarterback
New Jersey
$45K +$44.9K +889 New