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Invesco Ultra Short Duration ETF

216 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2020 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 60

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

17% more capital invested

Capital invested by funds: $1.26B → $1.48B (+$218M)

14% more funds holding

Funds holding: 190216 (+26)

0.77% less ownership

Funds ownership: 50.7%49.92% (-0.77%)

Holders
216
Holders Change
+26
Holders Change %
+13.68%
% of All Funds
4.36%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.4%
New
45
Increased
90
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$289M +$13M +258,144 +5%
Bank of America
2
Bank of America
North Carolina
$164M +$4.01M +79,333 +3%
Wells Fargo
3
Wells Fargo
California
$125M +$7.89M +156,204 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$59.5M +$5.63M +111,425 +10%
LPL Financial
5
LPL Financial
California
$50.9M +$6.7M +132,618 +15%
UBS Group
6
UBS Group
Switzerland
$35.3M +$11M +217,177 +45%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$27.9M
NA
8
Nottingham Advisors
New York
$27.7M +$3.01M +59,606 +12%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$27.6M +$27.6M +546,264 New
GT
10
Greenleaf Trust
Michigan
$26.8M +$1.09M +21,512 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.1M +$6.02M +119,112 +30%
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$25.5M -$8.7M -172,272 -25%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$22M -$1.03M -20,440 -4%
GC
14
Gratus Capital
Georgia
$21.7M +$13.9M +274,386 +176%
SMM
15
Stadion Money Management
Georgia
$20.3M +$20.3M +400,977 New
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$20.2M +$12.3M +244,045 +156%
AP
17
Atwood & Palmer
Missouri
$18.3M +$588K +11,649 +3%
RJA
18
Raymond James & Associates
Florida
$18.3M +$4.52M +89,468 +33%
WMG
19
WESCAP Management Group
California
$17.9M +$4.02M +79,544 +29%
CCM
20
CWH Capital Management
Washington
$17M -$1.44M -28,607 -8%
PPW
21
Pasadena Private Wealth
California
$16.3M +$450K +8,907 +3%
AP
22
Advisors Preferred
Maryland
$14M +$4.99M +98,760 +55%
VBFG
23
Vishria Bird Financial Group
Tennessee
$13.5M +$13.5M +268,122 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13.3M -$2.46M -48,634 -16%
Renaissance Technologies
25
Renaissance Technologies
New York
$11.7M -$576K -11,400 -5%