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Invesco Ultra Short Duration ETF

228 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 29 closing their positions.

Holders
228
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.02%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.28%
New
31
Increased
82
Reduced
91
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$304M 6,015,075 +397,363 +7%
Bank of America
2
Bank of America
North Carolina
$158M 3,133,793 -170,556 -5%
Wells Fargo
3
Wells Fargo
California
$116M 2,298,815 -216,560 -9%
LPL Financial
4
LPL Financial
California
$79.1M 1,567,491 +199,878 +15%
SBSB
5
Sullivan, Bruyette, Speros & Blaney
Virginia
$76M 1,506,278 -114,395 -7%
TA
6
TruWealth Advisors
Louisiana
$44.7M 884,687 +870,638 +6,197%
JBA
7
Johnson Bixby & Associates
Washington
$35.3M 698,767 +33,656 +5%
BCMO
8
Buckingham Capital Management (Ohio)
Ohio
$30M 594,358 +42,427 +8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$27.9M 551,783
RJA
10
Raymond James & Associates
Florida
$27.4M 542,121 +133,178 +33%
GC
11
Gratus Capital
Georgia
$27.1M 536,477 +58,103 +12%
UBS Group
12
UBS Group
Switzerland
$27M 534,706 +997 +0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25.2M 499,642 -48,740 -9%
NA
14
Nottingham Advisors
New York
$24.4M 483,113 +72,175 +18%
Osaic Holdings
15
Osaic Holdings
Arizona
$21.9M 433,467 -103,964 -19%
AP
16
Atwood & Palmer
Missouri
$19.6M 388,829 +2,026 +0.5%
WMG
17
WESCAP Management Group
California
$19.4M 384,253 +30,025 +8%
AP
18
Advisors Preferred
Maryland
$17.5M 345,070 +13,410 +4%
PPW
19
Pasadena Private Wealth
California
$17M 336,439 -74,690 -18%
AC
20
Avestar Capital
New York
$16.5M 326,356 +82,761 +34%
Citadel Advisors
21
Citadel Advisors
Florida
$16.4M 323,978 +323,978 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$13.2M 262,364 -111,672 -30%
PWS
23
Paragon Wealth Strategies
Florida
$13.2M 260,992 +48,152 +23%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$13.1M 259,228 +54,834 +27%
GT
25
Greenleaf Trust
Michigan
$12.7M 252,411 -28,261 -10%