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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.35B invested in Invesco Ultra Short Duration ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more funds holding

Funds holding: 166190 (+24)

7% more capital invested

Capital invested by funds: $1.26B → $1.35B (+$87.5M)

0.58% less ownership

Funds ownership: 50.04%49.46% (-0.58%)

Holders
190
Holders Change
+24
Holders Change %
+14.46%
% of All Funds
3.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.33%
New
39
Increased
78
Reduced
52
Closed
13
Calls
$526K
Puts
Net Calls
+$526K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$198M -$19.1M -378,745 -9%
Bank of America
2
Bank of America
North Carolina
$143M -$54.3M -1,077,932 -27%
Wells Fargo
3
Wells Fargo
California
$140M +$39M +774,351 +39%
PAG
4
Pinnacle Advisory Group
Maryland
$65.9M -$34.6M -686,529 -34%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$39.9M +$2.32M +46,029 +6%
LPL Financial
6
LPL Financial
California
$37.4M +$2.39M +47,378 +7%
BCMO
7
Buckingham Capital Management (Ohio)
Ohio
$34.8M +$2.77M +54,843 +9%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.9M
GFPC
9
Global Financial Private Capital
Florida
$25.8M +$8.51M +168,873 +49%
IWA
10
Inspirion Wealth Advisors
Illinois
$24.8M +$24.8M +492,252 New
AG
11
Advisor Group
Arizona
$24.5M +$748K +14,842 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$22.9M +$158K +3,134 +0.7%
CCM
13
CWH Capital Management
Washington
$22.2M -$34K -675 -0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$22M +$2.18M +43,331 +11%
Truist Financial
15
Truist Financial
North Carolina
$21.8M +$21.8M +432,345 New
NA
16
Nottingham Advisors
New York
$21.1M +$645K +12,787 +3%
UBS Group
17
UBS Group
Switzerland
$18.1M +$1.23M +24,403 +7%
AP
18
Atwood & Palmer
Missouri
$17.7M +$260K +5,160 +1%
GLR
19
Great Lakes Retirement
Ohio
$17.7M +$17.7M +350,581 New
DA
20
Detalus Advisors
Missouri
$16.9M +$16.9M +334,653 New
BWL
21
Bogart Wealth LLC
Virginia
$16.6M +$16.6M +329,176 +243,834%
Renaissance Technologies
22
Renaissance Technologies
New York
$14.3M +$2.45M +48,674 +21%
JFM
23
Jackson Financial Management
California
$14.1M +$3.68M +73,064 +35%
RJA
24
Raymond James & Associates
Florida
$13.5M +$1.97M +39,041 +17%
VDFA
25
Vickerman & Driscoll Financial Advisors
Washington
$12M +$783K +15,521 +7%