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Invesco Ultra Short Duration ETF

213 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, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% 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
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Fairfield Financial Advisors
Massachusetts
$9.98K
TFGT
202
TS Financial Group (TSFG)
Illinois
$9K
PCM
203
Penserra Capital Management
California
$7K +$50 +1 +0.7%
SSB
204
Sandy Spring Bank
Maryland
$5.79K +$5.78K +116 New
JFA
205
JNBA Financial Advisors
Minnesota
$5.08K +$100 +2 +2%
ICM
206
Islay Capital Management
Texas
$4.99K +$4.98K +100 New
KFI
207
Key Financial Inc
Pennsylvania
$3.28K
AWM
208
Able Wealth Management
New Jersey
$3.15K +$3.14K +63 New
CAL
209
Capital Analysts LLC
Pennsylvania
$3K
TFA
210
Transamerica Financial Advisors
Florida
$1K
MHR
211
Matthew Hamilton Rosenberg
$648
GWANC
212
Guardian Wealth Advisors (North Carolina)
North Carolina
$549
NCM
213
Northwest Capital Management
Oregon
$399
AAP
214
Arax Advisory Partners
Colorado
$42
FWSM
215
First Wilshire Securities Management
California
-$1M -20,141 Closed
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
-$665K -13,385 Closed
RPCA
217
Running Point Capital Advisors
California
-$619K -12,446 Closed
SCP
218
Syntal Capital Partners
Texas
-$587K -11,806 Closed
CCM
219
Coldstream Capital Management
Washington
-$546K -10,987 Closed
FT
220
Fiduciary Trust
Massachusetts
-$398K -8,000 Closed
OPCM
221
Osborne Partners Capital Management
California
-$376K -7,565 Closed
PWM
222
Provident Wealth Management
Tennessee
-$340K -6,838 Closed
KIA
223
KCM Investment Advisors
California
-$308K -6,199 Closed
SAG
224
SageView Advisory Group
California
-$287K -5,775 Closed
NFG
225
Nations Financial Group
Iowa
-$275K -5,532 Closed