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Invesco Ultra Short Duration ETF

215 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 64.4%65.31% (+0.91%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$116M)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 94

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$16.1K +$8.34K +168 +107%
HS
202
Horan Securities
United States
$15.6K
AIP
203
Ahrens Investment Partners
Louisiana
$14.9K +$14.9K +300 New
PCM
204
Pointe Capital Management
Michigan
$14.6K +$14.6K +294 New
HCA
205
Heck Capital Advisors
Wisconsin
$12.2K +$12.2K +245 New
FFA
206
Fairfield Financial Advisors
Massachusetts
$9.92K
TFGT
207
TS Financial Group (TSFG)
Illinois
$9K
BAM
208
Byrne Asset Management
New Jersey
$8K
Fidelity Investments
209
Fidelity Investments
Massachusetts
$7.09K +$7K +141 +7,050%
KFI
210
Key Financial Inc
Pennsylvania
$6.61K
AA
211
Ancora Advisors
Ohio
$6.6K
JFA
212
JNBA Financial Advisors
Minnesota
$4.85K +$50 +1 +1%
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$1.89K -$51.2K -1,031 -96%
TFA
214
Transamerica Financial Advisors
Florida
$1K
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$725 -$105K -2,117 -13%
GWANC
216
Guardian Wealth Advisors (North Carolina)
North Carolina
$546
VIA
217
Vickerman Investment Advisors
Washington
-$6.15M -124,300 Closed
IAIM
218
International Assets Investment Management
Florida
-$1.37M -52,840 Closed
FFG
219
Ford Financial Group
California
-$2.56M -51,797 Closed
IFO
220
Intrepid Family Office
Florida
-$1.91M -38,707 Closed
CI
221
Ceera Investments
Texas
-$1.45M -29,355 Closed
JP Morgan Chase
222
JP Morgan Chase
New York
-$1.38M -27,863 Closed
LL
223
LWMG LLC
Minnesota
-$1.06M -21,493 Closed
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
-$746K -15,085 Closed
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
-$711K -14,385 Closed