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Invesco Ultra Short Duration ETF

214 hedge funds and large institutions have $1.29B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

Holders
214
Holders Change
-5
Holders Change %
-2.28%
% of All Funds
3.43%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
29
Increased
59
Reduced
93
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$173M 3,480,298 -88,952 -2%
Wells Fargo
2
Wells Fargo
California
$167M 3,368,968 -66,174 -2%
Bank of America
3
Bank of America
North Carolina
$91.6M 1,845,947 -247,606 -12%
LPL Financial
4
LPL Financial
California
$68.1M 1,372,077 -137,131 -9%
GC
5
Gratus Capital
Georgia
$52.8M 1,064,128 +8,611 +0.8%
Renaissance Technologies
6
Renaissance Technologies
New York
$34.1M 688,400 +194,500 +39%
AWS
7
Atria Wealth Solutions
New York
$34M 685,816 +416,878 +155%
CAN
8
Cetera Advisor Networks
California
$25.4M 511,188 -36,280 -7%
Jane Street
9
Jane Street
New York
$24.6M 495,373 +435,747 +731%
AAS
10
Ameritas Advisory Services
Nebraska
$22.8M 459,739 -5,766 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$22.1M 445,208 -44,767 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$21.6M 436,183 -37,126 -8%
BFG
13
Bleakley Financial Group
New Jersey
$20.7M 417,741 -45,873 -10%
SS
14
Simplicity Solutions
Minnesota
$20.7M 417,741 +407,832 +4,116%
GLR
15
Great Lakes Retirement
Ohio
$20.7M 416,904 +7,881 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$20.7M 416,380 -1,409 -0.3%
AAP
17
Arax Advisory Partners
Colorado
$20.6M 416,008 +416,008 New
GIA
18
Gladstone Institutional Advisory
Florida
$20.3M 408,899 +408,899 New
JBA
19
Johnson Bixby & Associates
Washington
$19.7M 396,709 -625,706 -61%
GI
20
Gradient Investments
Minnesota
$19.1M 385,434 +160,483 +71%
RJA
21
Raymond James & Associates
Florida
$18.1M 365,377 +15,106 +4%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$17.7M 357,118 +10,946 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$17.5M 353,690 +50,893 +17%
GT
24
Greenleaf Trust
Michigan
$17.4M 351,573 +89,773 +34%
FMC
25
First Merchants Corp
Indiana
$16.4M 329,968 -7,595 -2%