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Invesco Ultra Short Duration ETF

275 hedge funds and large institutions have $2.25B invested in Invesco Ultra Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 87

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$424M)

7.13% more ownership

Funds ownership: 61.81%68.94% (+7.1%)

5% more funds holding

Funds holding: 263275 (+12)

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
122
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Davenport & Co
Virginia
$306K
ZAM
202
Zevin Asset Management
Massachusetts
$296K +$297K +5,900 New
IA
203
Insight Advisors
Pennsylvania
$294K
NW
204
NewEdge Wealth
Pennsylvania
$290K +$53.8K +1,071 +23%
JWCA
205
J.W. Cole Advisors
Florida
$282K -$66.5K -1,322 -4%
LSIA
206
LaSalle St. Investment Advisors
Illinois
$280K +$2.46K +49 +0.9%
LWA
207
Lineweaver Wealth Advisors
Ohio
$278K +$278K +5,530 New
IFWM
208
Institute for Wealth Management
Colorado
$273K -$465K -9,242 -63%
GWM
209
Geneos Wealth Management
Colorado
$271K -$5.98K -119 -2%
AWM
210
Accurate Wealth Management
Florida
$271K -$489K -9,729 -64%
FWMP
211
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$270K
HWM
212
Howard Wealth Management
Connecticut
$257K +$36.6K +728 +17%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$251K -$1.51K -30 -0.6%
PFS
214
Prospera Financial Services
Texas
$231K +$151 +3 +0.1%
HighTower Advisors
215
HighTower Advisors
Illinois
$230K -$599K -11,912 -72%
BWL
216
Bogart Wealth LLC
Virginia
$227K +$302 +6 +0.1%
GS
217
GWN Securities
Florida
$226K +$251 +5 +0.1%
AAP
218
Arax Advisory Partners
Colorado
$225K -$178K -3,544 -44%
Citigroup
219
Citigroup
New York
$220K +$87.8K +1,747 +66%
DAC
220
Dividend Assets Capital
South Carolina
$213K
AWA
221
A4 Wealth Advisors
North Carolina
$213K -$99.9K -1,987 -32%
LCGC
222
Legacy Capital Group California
California
$210K -$30.1K -598 -13%
WA
223
Waverly Advisors
Alabama
$209K -$41.9K -833 -17%
BCI
224
Brinker Capital Investments
Pennsylvania
$202K +$202K +4,022 New
DDPIC
225
Deroy & Devereaux Private Investment Counsel
Michigan
$201K -$101K -2,000 -33%