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Invesco Ultra Short Duration ETF

249 hedge funds and large institutions have $1.31B 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, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

0.97% less ownership

Funds ownership: 57.59%56.62% (-0.97%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 254249 (-5)

12% less capital invested

Capital invested by funds: $1.48B → $1.31B (-$175M)

57% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 134

Holders
249
Holders Change
-5
Holders Change %
-1.97%
% 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
134
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$225M -$9.25M -186,051 -4%
Bank of America
2
Bank of America
North Carolina
$112M -$19.5M -392,939 -15%
Wells Fargo
3
Wells Fargo
California
$90.1M +$3.43M +68,942 +4%
TA
4
TruWealth Advisors
Louisiana
$72.8M +$2.7M +54,426 +4%
LPL Financial
5
LPL Financial
California
$57.1M -$288K -5,796 -0.5%
JBA
6
Johnson Bixby & Associates
Washington
$44.4M -$2.92M -58,843 -6%
MIAN
7
Mariner Independent Advisor Network
Kansas
$29.7M +$773K +15,556 +3%
GC
8
Gratus Capital
Georgia
$25.8M -$4.86M -97,850 -16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$25M +$3.63M +73,087 +17%
AAS
10
Ameritas Advisory Services
Nebraska
$24.6M -$1.68M -33,780 -6%
AP
11
Advisors Preferred
Maryland
$22.5M +$1.39M +27,950 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$21.7M +$1.02M +20,542 +5%
PPW
13
Pasadena Private Wealth
California
$18.3M -$6.59M -132,526 -26%
AP
14
Atwood & Palmer
Missouri
$18.1M -$699K -14,066 -4%
NA
15
Nottingham Advisors
New York
$17.7M -$1.64M -33,001 -8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$17.5M -$295K -5,929 -2%
RJA
17
Raymond James & Associates
Florida
$17.5M -$22.6M -453,905 -56%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16.9M +$2.22M +44,662 +15%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$16.7M -$1.3M -26,210 -7%
AWS
20
Atria Wealth Solutions
New York
$16.5M +$4.04M +81,268 +32%
PAG
21
Private Advisor Group
New Jersey
$15.7M +$5.7M +114,764 +57%
Creative Planning
22
Creative Planning
Kansas
$15.6M -$3.79M -76,292 -20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14.4M -$1.42M -28,475 -9%
FMC
24
First Merchants Corp
Indiana
$14.2M +$395K +7,957 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$13.7M -$3.08M -62,054 -18%