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Invesco Ultra Short Duration ETF

166 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

4% more funds holding

Funds holding: 159166 (+7)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

4% less capital invested

Capital invested by funds: $1.32B → $1.26B (-$52.3M)

5.21% less ownership

Funds ownership: 55.25%50.04% (-5.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.64%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
22
Increased
63
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$217M +$4.05M +80,372 +2%
Bank of America
2
Bank of America
North Carolina
$198M -$14.9M -295,609 -7%
Wells Fargo
3
Wells Fargo
California
$101M +$11.7M +231,165 +13%
PAG
4
Pinnacle Advisory Group
Maryland
$101M -$12.3M -244,108 -11%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$37.6M +$4.11M +81,519 +12%
LPL Financial
6
LPL Financial
California
$35M +$3.05M +60,492 +10%
BCMO
7
Buckingham Capital Management (Ohio)
Ohio
$32.1M -$1.83M -36,300 -5%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.9M
AG
9
Advisor Group
Arizona
$23.8M -$1.17M -23,267 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$22.8M +$1.81M +35,917 +9%
CCM
11
CWH Capital Management
Washington
$22.2M +$915K +18,141 +4%
BTS
12
BB&T Securities
Virginia
$20.7M +$1.87M +37,081 +10%
NA
13
Nottingham Advisors
New York
$20.5M +$693K +13,744 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$19.8M -$5.27M -104,548 -21%
AP
15
Atwood & Palmer
Missouri
$17.5M +$5.46M +108,276 +45%
GFPC
16
Global Financial Private Capital
Florida
$17.3M +$4.26M +84,569 +33%
UBS Group
17
UBS Group
Switzerland
$16.9M -$131K -2,594 -0.8%
PPW
18
Pasadena Private Wealth
California
$12.8M +$143K +2,830 +1%
Renaissance Technologies
19
Renaissance Technologies
New York
$11.9M -$504K -10,000 -4%
FMC
20
First Merchants Corp
Indiana
$11.8M +$11.8M +233,312 New
RJA
21
Raymond James & Associates
Florida
$11.5M +$1.66M +32,984 +17%
VDFA
22
Vickerman & Driscoll Financial Advisors
Washington
$11.2M -$4.13K -82 -0%
JFM
23
Jackson Financial Management
California
$10.4M +$4.49M +88,985 +75%
SCP
24
Syntal Capital Partners
Texas
$9.66M -$1.84M -36,451 -16%
AP
25
Advisors Preferred
Maryland
$9.27M +$6.72M +133,310 +264%