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Invesco Ultra Short Duration ETF

236 hedge funds and large institutions have $1.62B invested in Invesco Ultra Short Duration ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0% less funds holding

Funds holding: 237236 (-1)

5% less capital invested

Capital invested by funds: $1.71B → $1.62B (-$84.9M)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

1.91% less ownership

Funds ownership: 56.48%54.58% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
4.13%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
25
Increased
85
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$308M -$513K -10,159 -0.2%
Bank of America
2
Bank of America
North Carolina
$164M -$3.71M -73,427 -2%
Wells Fargo
3
Wells Fargo
California
$106M -$8.2M -162,483 -7%
LPL Financial
4
LPL Financial
California
$87.2M +$6M +118,871 +7%
TA
5
TruWealth Advisors
Louisiana
$67.5M +$2.87M +56,798 +4%
JBA
6
Johnson Bixby & Associates
Washington
$38.9M +$458K +9,066 +1%
Creative Planning
7
Creative Planning
Kansas
$32.2M -$69.5M -1,377,732 -68%
GC
8
Gratus Capital
Georgia
$31.8M -$530K -10,491 -2%
NA
9
Nottingham Advisors
New York
$28.4M +$5.65M +111,907 +25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$27M +$887K +17,569 +3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$25.7M +$15.7M +310,180 +156%
IPW
12
IronBridge Private Wealth
Texas
$24.7M +$19.1M +378,776 +345%
AIC
13
Ameritas Investment Company
Nebraska
$24.2M +$24.1M +476,707 +16,905%
BCMO
14
Buckingham Capital Management (Ohio)
Ohio
$24M -$2.45M -48,617 -9%
RJA
15
Raymond James & Associates
Florida
$23.8M +$2.93M +58,016 +14%
UBS Group
16
UBS Group
Switzerland
$21.7M +$292K +5,791 +1%
AP
17
Atwood & Palmer
Missouri
$20.9M +$1.44M +28,503 +7%
AP
18
Advisors Preferred
Maryland
$20.9M +$2.07M +40,959 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19.8M -$888K -17,593 -4%
PPW
20
Pasadena Private Wealth
California
$19.8M +$9.99M +197,993 +102%
Osaic Holdings
21
Osaic Holdings
Arizona
$19.1M -$1.43M -28,246 -7%
William Blair & Company
22
William Blair & Company
Illinois
$18.7M +$11.2M +222,702 +150%
CF
23
Clarity Financial
Texas
$16.2M -$22.5M -446,570 -58%
WMG
24
WESCAP Management Group
California
$16M -$223K -4,411 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$15.1M +$341K +6,746 +2%