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Invesco Ultra Short Duration ETF

205 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
93
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
201
Transamerica Financial Advisors
Florida
$1K
MHR
202
Matthew Hamilton Rosenberg
$646
GWANC
203
Guardian Wealth Advisors (North Carolina)
North Carolina
$547
NCM
204
Northwest Capital Management
Oregon
$398 +$199 +4 +100%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$99 +$50 +1 +100%
AAP
206
Arax Advisory Partners
Colorado
$41 -$10.9K -220 -100%
AFP
207
Ausdal Financial Partners
Iowa
-$4.95M -99,714 Closed
BBHC
208
Brown Brothers Harriman & Co
New York
-$3.81M -76,791 Closed
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
-$2.59M -52,175 Closed
SWA
210
Strategies Wealth Advisors
Michigan
-$2.01M -40,402 Closed
CWM
211
Cornerstone Wealth Management
Missouri
-$1.24M -24,920 Closed
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
-$1.21M -24,361 Closed
SPC
213
Sigma Planning Corp
Michigan
-$1.17M -23,515 Closed
VWA
214
V Wealth Advisors
Kansas
-$841K -16,947 Closed
AWA
215
Arete Wealth Advisors
Illinois
-$720K -14,495 Closed
BAM
216
Belpointe Asset Management
Nevada
-$575K -11,586 Closed
CA
217
Calton & Associates
Florida
-$484K -9,742 Closed
HIP
218
HUB Investment Partners
Texas
-$340K -6,850 Closed
GC
219
Guggenheim Capital
Illinois
-$335K -6,750 Closed
TAM
220
Titleist Asset Management
Texas
-$333K -6,703 Closed
BCM
221
Brookstone Capital Management
Illinois
-$311K -6,265 Closed
TI
222
Tidal Investments
Wisconsin
-$302K -6,082 Closed
WCM
223
Wealthcare Capital Management
Virginia
-$302K -6,074 Closed
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
-$291K -5,853 Closed
AA
225
Advisory Alpha
Michigan
-$288K -5,800 Closed