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Invesco Ultra Short Duration ETF
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Overview Fund Activity

229 hedge funds and large institutions have $1.57B invested in Invesco Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 29 closing their positions.

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
4.06%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
47
Increased
81
Reduced
77
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBSB
1
Sullivan, Bruyette, Speros & Blaney
Virginia
$82M
2
JBA
2
Johnson Bixby & Associates
Washington
$33.6M
3
PWM
3
Pacific Wealth Management
California
$27.3M
4
DWP
4
Destiny Wealth Partners
Florida
$19.9M
5
LPL Financial
5
LPL Financial
California
$69.2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.2M
2
SMM
2
Stadion Money Management
Georgia
$0
3
GT
3
Greenleaf Trust
Michigan
$14.2M
4
VBFG
4
Vishria Bird Financial Group
Tennessee
$3.69M
5
UBS Group
5
UBS Group
Switzerland
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$284M 5,617,712 -104,177 -2%
Bank of America
2
Bank of America
North Carolina
$167M 3,304,349 +53,353 +2%
Wells Fargo
3
Wells Fargo
California
$127M 2,515,375 +49,185 +2%
SBSB
4
Sullivan, Bruyette, Speros & Blaney
Virginia
$82M 1,620,673 +1,220,423 +305%
LPL Financial
5
LPL Financial
California
$69.2M 1,367,613 +359,563 +36%
JBA
6
Johnson Bixby & Associates
Washington
$33.6M 665,111 +665,111 New
BCMO
7
Buckingham Capital Management (Ohio)
Ohio
$27.9M 551,931 +47,413 +9%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.9M 551,783 – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$27.7M 548,382 +31,345 +6%
PWM
10
Pacific Wealth Management
California
$27.3M 539,406 +539,406 New
Osaic Holdings
11
Osaic Holdings
Arizona
$27.2M 537,431 -640,944 -54%
UBS Group
12
UBS Group
Switzerland
$27M 533,709 -164,328 -24%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$24.3M 479,449 -66,815 -12%
GC
14
Gratus Capital
Georgia
$24.2M 478,374 +48,266 +11%
PPW
15
Pasadena Private Wealth
California
$20.8M 411,129 +87,691 +27%
NA
16
Nottingham Advisors
New York
$20.8M 410,938 -136,639 -25%
RJA
17
Raymond James & Associates
Florida
$20.7M 408,943 +46,071 +13%
DWP
18
Destiny Wealth Partners
Florida
$19.9M 393,560 +393,560 New
AP
19
Atwood & Palmer
Missouri
$19.6M 386,803 +23,658 +7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$18.9M 374,036 -61,205 -14%
WMG
21
WESCAP Management Group
California
$17.9M 354,228 -717 -0.2%
AP
22
Advisors Preferred
Maryland
$16.8M 331,660 +54,870 +20%
CCM
23
CWH Capital Management
Washington
$15.4M 303,570 -32,205 -10%
GT
24
Greenleaf Trust
Michigan
$14.2M 280,672 -250,293 -47%
AC
25
Avestar Capital
New York
$12.3M 243,595 +31,042 +15%
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