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Invesco Ultra Short Duration ETF

118 hedge funds and large institutions have $714M invested in Invesco Ultra Short Duration ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

46% more capital invested

Capital invested by funds: $490M → $714M (+$223M)

8% more funds holding

Funds holding: 109118 (+9)

7.79% more ownership

Funds ownership: 40.69%48.48% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
53
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$136M +$86.9M +1,729,594 +177%
Bank of America
2
Bank of America
North Carolina
$90.9M +$43.2M +859,112 +90%
PAG
3
Pinnacle Advisory Group
Maryland
$59.8M +$56.5M +1,123,422 +1,652%
Wells Fargo
4
Wells Fargo
California
$56.1M +$9.75M +194,056 +21%
BCMO
5
Buckingham Capital Management (Ohio)
Ohio
$30.5M +$4.02M +79,975 +15%
FAG
6
Financial Advisory Group
Texas
$26.3M +$16.5K +328 +0.1%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$24.1M +$24.2M +480,696 New
UBS Group
8
UBS Group
Switzerland
$21.4M -$4.66M -92,721 -18%
CCM
9
CWH Capital Management
Washington
$20.5M -$2.7M -53,640 -12%
LPL Financial
10
LPL Financial
California
$19.6M +$7.14M +142,183 +57%
LPT
11
Legacy Private Trust
Wisconsin
$19M -$2.07M -41,287 -10%
MBT
12
Monroe Bank & Trust
Michigan
$12.8M +$65.5K +1,304 +0.5%
AP
13
Atwood & Palmer
Missouri
$11.8M +$638K +12,700 +6%
GFPC
14
Global Financial Private Capital
Florida
$11.3M -$3.95M -78,637 -26%
AFP
15
Ausdal Financial Partners
Iowa
$10.8M +$10.4M +207,706 +3,258%
Renaissance Technologies
16
Renaissance Technologies
New York
$10.6M +$491K +9,765 +5%
AG
17
Advisor Group
Arizona
$9.76M +$5.38M +107,002 +123%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.47M -$19.1M -379,303 -67%
CFC
19
Coyle Financial Counsel
Illinois
$6.94M +$124K +2,465 +2%
RJA
20
Raymond James & Associates
Florida
$6.66M +$1.6M +31,799 +32%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.53M +$1.3M +25,785 +25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.1M +$2.3M +45,685 +60%
WP
23
WealthSource Partners
California
$6.08M +$4.31M +85,754 +243%
TYCC
24
Texas Yale Capital Corp
Florida
$5.09M +$5.1M +101,400 New
CAL
25
Capital Advisors Ltd
Ohio
$4.26M +$985K +19,602 +30%