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Invesco Ultra Short Duration ETF

240 hedge funds and large institutions have $1.3B invested in Invesco Ultra Short Duration ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 112 reducing their positions, and 26 closing their positions.

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
4.15%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
20
Increased
67
Reduced
112
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$217M 4,391,038 -143,463 -3%
Wells Fargo
2
Wells Fargo
California
$104M 2,111,250 +292,358 +16%
Bank of America
3
Bank of America
North Carolina
$104M 2,096,545 -162,645 -7%
TA
4
TruWealth Advisors
Louisiana
$75.3M 1,524,436 +55,583 +4%
LPL Financial
5
LPL Financial
California
$66.9M 1,355,060 +201,772 +17%
GC
6
Gratus Capital
Georgia
$53.3M 1,078,924 +559,105 +108%
JBA
7
Johnson Bixby & Associates
Washington
$52M 1,053,319 +156,837 +17%
Jane Street
8
Jane Street
New York
$40.1M 811,030 +740,832 +1,055%
MIAN
9
Mariner Independent Advisor Network
Kansas
$24.3M 492,348 -106,544 -18%
AAS
10
Ameritas Advisory Services
Nebraska
$23.3M 471,889 -25,467 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.6M 458,287 +20,187 +5%
PPW
12
Pasadena Private Wealth
California
$19M 384,036 +15,035 +4%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$18.4M 372,573 +30,874 +9%
AWS
14
Atria Wealth Solutions
New York
$17.9M 362,295 +28,718 +9%
FMC
15
First Merchants Corp
Indiana
$17.8M 360,297 +72,978 +25%
NA
16
Nottingham Advisors
New York
$17.2M 347,284 -10,431 -3%
RJA
17
Raymond James & Associates
Florida
$16.8M 340,448 -12,371 -4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$16.6M 336,497 -16,647 -5%
VIA
19
Vickerman Investment Advisors
Washington
$14.2M 287,535 +35,925 +14%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$14.2M 287,031 -217,075 -43%
Osaic Holdings
21
Osaic Holdings
Arizona
$12.9M 261,281 -15,770 -6%
UBS Group
22
UBS Group
Switzerland
$12.3M 249,301 -24,845 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$12.1M 245,600 -44,015 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$12.1M 244,181 +3,812 +2%
Creative Planning
25
Creative Planning
Kansas
$11M 223,274 -91,308 -29%