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Invesco Ultra Short Duration ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Ultra Short Duration ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.54% more ownership

Funds ownership: 49.46%110.99% (+62%)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

1% more funds holding

Funds holding: 190192 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$196M)

27% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 82

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.23%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
37
Increased
60
Reduced
82
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$205M +$11.9M +238,302 +6%
Bank of America
2
Bank of America
North Carolina
$146M +$6.15M +122,702 +4%
Wells Fargo
3
Wells Fargo
California
$96.3M -$41.3M -825,328 -30%
Jane Street
4
Jane Street
New York
$66.6M +$66.7M +1,330,709 +6,547%
LPL Financial
5
LPL Financial
California
$39.7M +$3.2M +63,972 +9%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$27.9M
BCMO
7
Buckingham Capital Management (Ohio)
Ohio
$26.6M -$7.64M -152,428 -22%
Osaic Holdings
8
Osaic Holdings
Arizona
$22.8M +$1.38B +27,454,517 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$21.5M +$21.8M +435,340 New
NA
10
Nottingham Advisors
New York
$21M +$306K +6,115 +1%
CCM
11
CWH Capital Management
Washington
$20.1M -$1.68M -33,522 -8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$19.9M -$2.58M -51,520 -11%
GFPC
13
Global Financial Private Capital
Florida
$19.6M -$5.77M -115,173 -23%
UBS Group
14
UBS Group
Switzerland
$18.3M +$625K +12,470 +3%
AP
15
Atwood & Palmer
Missouri
$17M -$303K -6,047 -2%
GLR
16
Great Lakes Retirement
Ohio
$16.8M -$486K -9,702 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$16.7M -$4.96M -98,917 -23%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$16.6M +$9.15M +182,600 +118%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$15.6M +$4.3M +85,919 +37%
VDFA
20
Vickerman & Driscoll Financial Advisors
Washington
$11.6M -$65.4K -1,306 -0.6%
FMC
21
First Merchants Corp
Indiana
$11.4M -$38.1K -761 -0.3%
RJA
22
Raymond James & Associates
Florida
$11.2M -$2.02M -40,331 -15%
WMG
23
WESCAP Management Group
California
$10.7M +$1.37M +27,278 +14%
DA
24
Detalus Advisors
Missouri
$10.4M -$6.25M -124,715 -37%
AI
25
Atria Investments
North Carolina
$9.08M +$2.21M +44,028 +31%