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Invesco Ultra Short Duration ETF

254 hedge funds and large institutions have $1.48B invested in Invesco Ultra Short Duration ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 57.54%57.59% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less funds holding

Funds holding: 266254 (-12)

10% less capital invested

Capital invested by funds: $1.64B → $1.48B (-$163M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

44% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 124

Holders
254
Holders Change
-12
Holders Change %
-4.51%
% of All Funds
4.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
24
Increased
69
Reduced
124
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$235M -$81.9M -1,636,294 -26%
Bank of America
2
Bank of America
North Carolina
$132M -$32M -639,262 -19%
Wells Fargo
3
Wells Fargo
California
$87.2M -$15M -298,713 -15%
TA
4
TruWealth Advisors
Louisiana
$70.5M +$649K +12,973 +0.9%
LPL Financial
5
LPL Financial
California
$57.8M -$22.6M -452,105 -28%
JBA
6
Johnson Bixby & Associates
Washington
$47.6M +$6.78M +135,420 +17%
RJA
7
Raymond James & Associates
Florida
$40.2M -$3.81M -76,209 -9%
GC
8
Gratus Capital
Georgia
$30.8M -$881K -17,606 -3%
MIAN
9
Mariner Independent Advisor Network
Kansas
$29.1M +$29.2M +583,336 New
Jane Street
10
Jane Street
New York
$26.5M +$9.83M +196,351 +59%
AAS
11
Ameritas Advisory Services
Nebraska
$26.5M +$6.36K +127 +0%
UBS Group
12
UBS Group
Switzerland
$25.3M +$5.55M +110,846 +28%
PPW
13
Pasadena Private Wealth
California
$25M +$4.69M +93,768 +23%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$21.5M +$6.28M +125,513 +41%
AP
15
Advisors Preferred
Maryland
$21.2M -$447K -8,920 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$20.8M -$847K -16,919 -4%
Creative Planning
17
Creative Planning
Kansas
$19.5M +$4.01M +80,057 +26%
NA
18
Nottingham Advisors
New York
$19.5M -$6.35M -126,754 -24%
AP
19
Atwood & Palmer
Missouri
$18.9M -$1.88M -37,560 -9%
BCMO
20
Buckingham Capital Management (Ohio)
Ohio
$18.1M -$1.28M -25,542 -7%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$17.9M -$2.16M -43,202 -11%
Osaic Holdings
22
Osaic Holdings
Arizona
$16.9M -$1.2M -23,995 -7%
IPW
23
IronBridge Private Wealth
Texas
$16.1M +$16.2M +323,025 +73,582%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15.8M -$3.47M -69,304 -18%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$14.8M -$6.53M -130,396 -31%