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Invesco Ultra Short Duration ETF

248 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 133 reducing their positions, and 26 closing their positions.

Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.27%
New
24
Increased
57
Reduced
133
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$225M 4,534,501 -186,051 -4%
Bank of America
2
Bank of America
North Carolina
$112M 2,259,190 -392,939 -15%
Wells Fargo
3
Wells Fargo
California
$90.1M 1,818,892 +68,942 +4%
TA
4
TruWealth Advisors
Louisiana
$72.8M 1,468,853 +54,426 +4%
LPL Financial
5
LPL Financial
California
$57.1M 1,153,288 -5,796 -0.5%
JBA
6
Johnson Bixby & Associates
Washington
$44.4M 896,482 -58,843 -6%
MIAN
7
Mariner Independent Advisor Network
Kansas
$29.7M 598,892 +15,556 +3%
GC
8
Gratus Capital
Georgia
$25.8M 519,819 -97,850 -16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$25M 504,106 +73,087 +17%
AAS
10
Ameritas Advisory Services
Nebraska
$24.6M 497,356 -33,780 -6%
AP
11
Advisors Preferred
Maryland
$22.5M 453,630 +27,950 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$21.7M 438,100 +20,542 +5%
PPW
13
Pasadena Private Wealth
California
$18.3M 369,001 -132,526 -26%
AP
14
Atwood & Palmer
Missouri
$18.1M 365,940 -14,066 -4%
NA
15
Nottingham Advisors
New York
$17.7M 357,715 -33,001 -8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$17.5M 353,144 -5,929 -2%
RJA
17
Raymond James & Associates
Florida
$17.5M 352,819 -453,905 -56%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16.9M 341,699 +44,662 +15%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$16.7M 337,154 -26,210 -7%
AWS
20
Atria Wealth Solutions
New York
$16.5M 333,577 +81,268 +32%
PAG
21
Private Advisor Group
New Jersey
$15.7M 316,721 +114,764 +57%
Creative Planning
22
Creative Planning
Kansas
$15.6M 314,582 -76,292 -20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14.4M 289,615 -28,475 -9%
FMC
24
First Merchants Corp
Indiana
$14.2M 287,319 +7,957 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$13.7M 277,051 -62,054 -18%