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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
201
Elevation Wealth Partners
California
$30K
Jones Financial Companies
202
Jones Financial Companies
Missouri
$20K +$20K +400 New
RG
203
Retirement Group
California
$17.6K +$250 +5 +1%
T
204
Tidemark
California
$16.7K
ZB
205
Zions Bancorporation
Utah
$16.3K +$16.3K +326 New
HI
206
Harbour Investments
Wisconsin
$14.5K -$7.29K -146 -33%
PCWA
207
Pacific Capital Wealth Advisors
California
$12.4K
FHA
208
First Horizon Advisors
Tennessee
$10.6K
RFA
209
Register Financial Advisors
Georgia
$9.13K +$9.13K +183 New
BTI
210
Blue Trust Inc
Georgia
$7.3K +$7.29K +146 New
HFS
211
Horizon Financial Services
North Carolina
$6.99K +$6.99K +140 New
SWC
212
Spectrum Wealth Counsel
Indiana
$5.54K -$7.44K -149 -57%
JFA
213
JNBA Financial Advisors
Minnesota
$5.15K +$50 +1 +1%
KFI
214
Key Financial Inc
Pennsylvania
$3.28K
CAL
215
Capital Analysts LLC
Pennsylvania
$3K
CA
216
CoreCap Advisors
Michigan
$2.48K +$2.5K +50 New
TFGT
217
TS Financial Group (TSFG)
Illinois
$1K -$7.34K -147 -85%
TFA
218
Transamerica Financial Advisors
Florida
$1K
GWANC
219
Guardian Wealth Advisors (North Carolina)
North Carolina
$549
NCM
220
Northwest Capital Management
Oregon
$399
SIM
221
Studio Investment Management
Illinois
$200 +$200 +4 New
Fidelity Investments
222
Fidelity Investments
Massachusetts
$50 +$50 +1 New
AAP
223
Arax Advisory Partners
Colorado
$42
N
224
Natixis
France
-$4.74M -95,013 Closed
PPW
225
Pasadena Private Wealth
California
-$3.71M -74,394 Closed