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Invesco Ultra Short Duration ETF
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Overview Fund Activity

265 hedge funds and large institutions have $1.64B invested in Invesco Ultra Short Duration ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 74 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
58
Increased
74
Reduced
98
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$21.5M
3
RJA
3
Raymond James & Associates
Florida
$44.4M
4
William Blair & Company
4
William Blair & Company
Illinois
$37.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$320M

Top Sellers

1
IPW
1
IronBridge Private Wealth
Texas
$22K
2
Creative Planning
2
Creative Planning
Kansas
$15.6M
3
CF
3
Clarity Financial
Texas
$1.07M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
FFN
5
Focus Financial Network
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$320M 6,356,846 +249,958 +4%
Bank of America
2
Bank of America
North Carolina
$166M 3,291,391 +33,229 +1%
Wells Fargo
3
Wells Fargo
California
$103M 2,048,663 -55,880 -3%
LPL Financial
4
LPL Financial
California
$81M 1,611,189 -116,622 -7%
TA
5
TruWealth Advisors
Louisiana
$70.5M 1,401,454 +64,295 +5%
RJA
6
Raymond James & Associates
Florida
$44.4M 882,933 +410,575 +87%
JBA
7
Johnson Bixby & Associates
Washington
$41.2M 819,905 +48,862 +6%
William Blair & Company
8
William Blair & Company
Illinois
$37.2M 740,377 +369,409 +100%
GC
9
Gratus Capital
Georgia
$32M 635,275 +4,426 +0.7%
AAS
10
Ameritas Advisory Services
Nebraska
$26.7M 531,009 +531,009 New
NA
11
Nottingham Advisors
New York
$26M 517,470 -46,123 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$21.9M 434,477 -101,403 -19%
AP
13
Advisors Preferred
Maryland
$21.9M 434,600 +20,250 +5%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$21.5M 427,433 +427,433 New
AP
15
Atwood & Palmer
Missouri
$21M 417,566 +3,244 +0.8%
PPW
16
Pasadena Private Wealth
California
$20.5M 407,759 +15,750 +4%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$20.2M 402,275 -106,488 -21%
UBS Group
18
UBS Group
Switzerland
$19.9M 395,960 -34,669 -8%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$19.6M 388,906 -85,689 -18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$19.5M 387,394 -5,782 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$18.7M 372,730 +79,955 +27%
Osaic Holdings
22
Osaic Holdings
Arizona
$18.3M 363,100 -16,246 -4%
Jane Street
23
Jane Street
New York
$16.9M 335,273 +168,629 +101%
WMG
24
WESCAP Management Group
California
$15.9M 315,941 -396 -0.1%
Creative Planning
25
Creative Planning
Kansas
$15.6M 310,817 -326,791 -51%
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