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Invesco Ultra Short Duration ETF

249 hedge funds and large institutions have $1.31B invested in Invesco Ultra Short Duration ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

0.97% less ownership

Funds ownership: 57.59%56.62% (-0.97%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 254249 (-5)

12% less capital invested

Capital invested by funds: $1.48B → $1.31B (-$175M)

57% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 134

Holders
249
Holders Change
-5
Holders Change %
-1.97%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.27%
New
24
Increased
57
Reduced
134
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Collaborative Wealth Management
Florida
$267K +$268K +5,394 New
CWM
202
Congress Wealth Management
Massachusetts
$266K -$537K -10,801 -67%
RI
203
Ridgewood Investments
New Jersey
$266K
CIAS
204
Capital Investment Advisory Services
North Carolina
$257K -$302K -6,087 -54%
WP
205
WealthSource Partners
California
$249K -$18.7K -376 -7%
VCM
206
Virtue Capital Management
Tennessee
$249K
PWM
207
Provident Wealth Management
Tennessee
$231K -$260K -5,233 -53%
SG
208
StoneX Group
New York
$230K +$231K +4,645 New
SW
209
Solidarity Wealth
Utah
$226K -$62.5K -1,257 -22%
TW
210
TrinityPoint Wealth
Connecticut
$218K +$218K +4,392 New
EH
211
Equitable Holdings
New York
$218K +$219K +4,404 New
TCWM
212
Total Clarity Wealth Management
Illinois
$213K -$14.2K -285 -6%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$210K
TCFP
214
Treasure Coast Financial Planning
Florida
$206K -$1.64K -33 -0.8%
JAG
215
Journey Advisory Group
Kentucky
$204K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$194K -$42.9K -863 -18%
MM
217
Main Management
California
$185K -$1.49K -30 -0.8%
CAL
218
Capital Analysts LLC
Pennsylvania
$166K -$13.7K -276 -8%
RG
219
Retirement Group
California
$75K -$32.6K -657 -30%
SMG
220
Spectrum Management Group
Indiana
$73K -$33.9K -682 -32%
FGAM
221
Financial Gravity Asset Management
Texas
$62.3K
1IA
222
1834 Investment Advisors
Wisconsin
$62K +$62.1K +1,250 New
SWM
223
SeaCrest Wealth Management
New York
$59K +$59.6K +1,200 New
SWM
224
Spire Wealth Management
Virginia
$49K -$287K -5,768 -85%
FFC
225
Fure Financial Corporation
Minnesota
$43K