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Invesco Ultra Short Duration ETF

220 hedge funds and large institutions have $1.41B invested in Invesco Ultra Short Duration ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$112M)

6.19% more ownership

Funds ownership: 58.22%64.4% (+6.2%)

9% less funds holding

Funds holding: 241220 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 99

Holders
220
Holders Change
-21
Holders Change %
-8.71%
% of All Funds
3.54%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
25
Increased
61
Reduced
99
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$177M -$40.6M -821,788 -19%
Wells Fargo
2
Wells Fargo
California
$170M +$65.4M +1,323,892 +63%
Bank of America
3
Bank of America
North Carolina
$104M -$148K -2,992 -0.1%
TA
4
TruWealth Advisors
Louisiana
$76.2M +$776K +15,724 +1%
LPL Financial
5
LPL Financial
California
$74.6M +$7.61M +154,148 +11%
GC
6
Gratus Capital
Georgia
$52.2M -$1.16M -23,407 -2%
JBA
7
Johnson Bixby & Associates
Washington
$50.6M -$1.53M -30,904 -3%
TC
8
Trust Company
Kansas
$49.6M +$48.1M +973,316 +3,249%
Mariner
9
Mariner
Kansas
$38.1M +$38.1M +771,181 New
CAN
10
Cetera Advisor Networks
California
$27.1M +$21.7M +440,512 +412%
Renaissance Technologies
11
Renaissance Technologies
New York
$24.4M +$24.4M +493,900 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$24.2M +$10M +202,944 +71%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.4M +$742K +15,022 +3%
AAS
14
Ameritas Advisory Services
Nebraska
$23M -$315K -6,384 -1%
BFG
15
Bleakley Financial Group
New Jersey
$22.9M +$22.9M +463,614 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$20.7M +$2.23M +45,216 +12%
GLR
17
Great Lakes Retirement
Ohio
$20.2M +$20.2M +409,023 New
RJA
18
Raymond James & Associates
Florida
$17.3M +$485K +9,823 +3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$17.1M +$478K +9,675 +3%
FMC
20
First Merchants Corp
Indiana
$16.7M -$1.12M -22,734 -6%
PPW
21
Pasadena Private Wealth
California
$16.5M -$2.45M -49,629 -13%
Osaic Holdings
22
Osaic Holdings
Arizona
$15M +$2.05M +41,516 +16%
AFP
23
Ausdal Financial Partners
Iowa
$13.8M +$9.67M +195,886 +235%
AWS
24
Atria Wealth Solutions
New York
$13.3M -$4.61M -93,357 -26%
GT
25
Greenleaf Trust
Michigan
$12.9M +$5.53M +111,904 +75%