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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
201
Register Financial Advisors
Georgia
$44.7K +$44.6K +904 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$30.2K
RFS
203
Retirement Financial Solutions
Tennessee
$23.2K +$23.2K +470 New
BFEC
204
Benjamin F. Edwards & Company
Missouri
$21K -$4.94K -100 -19%
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$20K
HS
206
Horan Securities
United States
$15.6K
CA
207
CoreCap Advisors
Michigan
$13.4K +$13.4K +271 New
FFA
208
Fairfield Financial Advisors
Massachusetts
$9.89K
PCA
209
Providence Capital Advisors
North Carolina
$9.1K
TFGT
210
TS Financial Group (TSFG)
Illinois
$9K
EE
211
EWG Elevate
California
$8.8K +$8.79K +178 New
BAM
212
Byrne Asset Management
New Jersey
$8.26K
SWM
213
Spire Wealth Management
Virginia
$8K -$14.1K -285 -64%
AA
214
Ancora Advisors
Ohio
$7K -$3.7K -75 -36%
KFI
215
Key Financial Inc
Pennsylvania
$6.58K
JFA
216
JNBA Financial Advisors
Minnesota
$4.79K +$49 +1 +1%
TFA
217
Transamerica Financial Advisors
Florida
$1K
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$770
GWANC
219
Guardian Wealth Advisors (North Carolina)
North Carolina
$544
PWS
220
Paragon Wealth Strategies
Florida
$179
Fidelity Investments
221
Fidelity Investments
Massachusetts
$99 -$99 -2 -50%
IPW
222
IronBridge Private Wealth
Texas
-$9.43M -190,913 Closed
Neuberger Berman Group
223
Neuberger Berman Group
New York
-$8.95M -181,213 Closed
LSPW
224
Lake Street Private Wealth
Illinois
-$2.78M -56,304 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$2.69M -54,442 Closed