We are live on ! Find out more
GSY icon

Invesco Ultra Short Duration ETF

150 hedge funds and large institutions have $1.05B invested in Invesco Ultra Short Duration ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

48% more capital invested

Capital invested by funds: $714M → $1.05B (+$341M)

27% more funds holding

Funds holding: 118150 (+32)

5.13% more ownership

Funds ownership: 48.48%53.61% (+5.1%)

Holders
150
Holders Change
+32
Holders Change %
+27.12%
% of All Funds
3.34%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.36%
New
43
Increased
64
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$180M +$44.5M +886,247 +33%
Bank of America
2
Bank of America
North Carolina
$163M +$72.6M +1,446,612 +80%
PAG
3
Pinnacle Advisory Group
Maryland
$104M +$44.8M +892,979 +75%
Wells Fargo
4
Wells Fargo
California
$89.9M +$34.1M +679,447 +61%
BCMO
5
Buckingham Capital Management (Ohio)
Ohio
$33.5M +$3.1M +61,787 +10%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$31.7M +$7.66M +152,660 +32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.8M +$17.5M +347,645 +184%
LPL Financial
8
LPL Financial
California
$26.3M +$6.69M +133,360 +34%
UBS Group
9
UBS Group
Switzerland
$24.7M +$3.35M +66,666 +16%
AG
10
Advisor Group
Arizona
$24.2M +$14.5M +288,448 +148%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$22.5M +$16M +318,555 +245%
CCM
12
CWH Capital Management
Washington
$20M -$420K -8,375 -2%
SMM
13
Stadion Money Management
Georgia
$19.6M +$19.7M +391,621 New
LPT
14
Legacy Private Trust
Wisconsin
$14.7M -$4.26M -84,913 -22%
MBT
15
Monroe Bank & Trust
Michigan
$12.6M -$127K -2,533 -1%
AP
16
Atwood & Palmer
Missouri
$11.4M -$425K -8,470 -4%
GFPC
17
Global Financial Private Capital
Florida
$11.2M -$114K -2,271 -1%
Renaissance Technologies
18
Renaissance Technologies
New York
$10.7M +$141K +2,800 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10M +$3.96M +78,932 +65%
WCM
20
Weatherstone Capital Management
Colorado
$9.72M +$7.15M +142,450 +276%
CFC
21
Coyle Financial Counsel
Illinois
$8.66M +$1.75M +34,869 +25%
Wolverine Trading
22
Wolverine Trading
Illinois
$7.99M +$8.01M +159,549 New
RJA
23
Raymond James & Associates
Florida
$7.85M +$1.21M +24,191 +18%
SBSB
24
Sullivan, Bruyette, Speros & Blaney
Virginia
$7.48M +$7.5M +149,461 New
WP
25
WealthSource Partners
California
$7.34M +$1.28M +25,586 +21%