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Invesco Ultra Short Duration ETF

212 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
212
Holders Change
+8
Holders Change %
+3.92%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Name Market Value Shares Shares
Change
Shares
Change %
TFGT
201
TS Financial Group (TSFG)
Illinois
$9K 172 – –
PCM
202
Penserra Capital Management
California
$7K 148 +1 +0.7%
SSB
203
Sandy Spring Bank
Maryland
$5.79K 116 +116 New
JFA
204
JNBA Financial Advisors
Minnesota
$5.08K 102 +2 +2%
ICM
205
Islay Capital Management
Texas
$4.99K 100 +100 New
KFI
206
Key Financial Inc
Pennsylvania
$3.28K 66 – –
AWM
207
Able Wealth Management
New Jersey
$3.16K 63 +63 New
CAL
208
Capital Analysts LLC
Pennsylvania
$3K 51 – –
TFA
209
Transamerica Financial Advisors
Florida
$1K 9 – –
MHR
210
Matthew Hamilton Rosenberg
$648 13 – –
GWANC
211
Guardian Wealth Advisors (North Carolina)
North Carolina
$549 11 – –
NCM
212
Northwest Capital Management
Oregon
$399 8 – –
AAP
213
Arax Advisory Partners
Colorado
$42 1 – –
FWSM
214
First Wilshire Securities Management
California
– – -20,141 Closed
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
– – -13,385 Closed
RPCA
216
Running Point Capital Advisors
California
– – -12,446 Closed
SCP
217
Syntal Capital Partners
Texas
– – -11,806 Closed
CCM
218
Coldstream Capital Management
Washington
– – -10,987 Closed
FT
219
Fiduciary Trust
Massachusetts
– – -8,000 Closed
OPCM
220
Osborne Partners Capital Management
California
– – -7,565 Closed
PWM
221
Provident Wealth Management
Tennessee
– – -6,838 Closed
KIA
222
KCM Investment Advisors
California
– – -6,199 Closed
SAG
223
SageView Advisory Group
California
– – -5,775 Closed
NFG
224
Nations Financial Group
Iowa
– – -5,532 Closed
PTC
225
Private Trust Company
Ohio
– – -4,855 Closed