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Invesco Ultra Short Duration ETF

190 hedge funds and large institutions have $1.26B invested in Invesco Ultra Short Duration ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$107M)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

1% less funds holding

Funds holding: 192190 (-2)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

60.3% less ownership

Funds ownership: 110.99%50.7% (-60%)

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
3.9%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.29%
New
28
Increased
73
Reduced
69
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
$276M +$65.3M +1,303,813 +31%
Bank of America
2
Bank of America
North Carolina
$160M +$10.2M +203,303 +7%
Wells Fargo
3
Wells Fargo
California
$117M +$17.9M +357,293 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$53.8M -$1.32B -26,387,567 -96%
LPL Financial
5
LPL Financial
California
$44.2M +$3.5M +69,878 +9%
BCMO
6
Buckingham Capital Management (Ohio)
Ohio
$34.1M +$6.9M +137,595 +26%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$27.9M
GT
8
Greenleaf Trust
Michigan
$25.7M +$22.9M +456,145 +856%
UBS Group
9
UBS Group
Switzerland
$24.3M +$5.49M +109,487 +29%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$23M +$2.63M +52,533 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.1M +$4.06M +80,982 +26%
CCM
12
CWH Capital Management
Washington
$18.4M -$2.13M -42,592 -10%
AP
13
Atwood & Palmer
Missouri
$17.7M +$302K +6,027 +2%
PPW
14
Pasadena Private Wealth
California
$15.9M +$8.37M +167,018 +113%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.7M -$1.35M -26,946 -8%
Jane Street
16
Jane Street
New York
$15M -$52.8M -1,053,416 -78%
WMG
17
WESCAP Management Group
California
$13.9M +$2.91M +58,077 +27%
RJA
18
Raymond James & Associates
Florida
$13.8M +$2.31M +46,160 +20%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$12.3M -$4.65M -92,713 -27%
Renaissance Technologies
20
Renaissance Technologies
New York
$12.2M +$5.71M +114,000 +89%
William Blair & Company
21
William Blair & Company
Illinois
$12.1M +$11.9M +237,867 +19,214%
FMC
22
First Merchants Corp
Indiana
$11.6M -$34.2K -682 -0.3%
DA
23
Detalus Advisors
Missouri
$11.3M +$725K +14,462 +7%
LWP
24
Legacy Wealth Planning
Nevada
$9.37M +$8.1M +161,673 +669%
GFPC
25
Global Financial Private Capital
Florida
$9.31M -$10.6M -211,811 -53%