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Invesco Ultra Short Duration ETF

204 hedge funds and large institutions have $1.19B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 37 closing their positions.

Holders
204
Holders Change
-18
Holders Change %
-8.11%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
19
Increased
65
Reduced
92
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$157M 3,168,011 +6,928 +0.2%
Wells Fargo
2
Wells Fargo
California
$124M 2,497,065 -407,809 -14%
Bank of America
3
Bank of America
North Carolina
$80M 1,609,557 -182,878 -10%
LPL Financial
4
LPL Financial
California
$73.2M 1,473,146 +169,004 +13%
AWS
5
Atria Wealth Solutions
New York
$41.6M 836,279 +250,834 +43%
GI
6
Gradient Investments
Minnesota
$41.3M 831,052 +255,158 +44%
AC
7
Avestar Capital
New York
$34.7M 699,141 +439,977 +170%
GIA
8
Gladstone Institutional Advisory
Florida
$32.3M 649,529 +126,232 +24%
Renaissance Technologies
9
Renaissance Technologies
New York
$31.4M 630,800 -13,200 -2%
GC
10
Gratus Capital
Georgia
$29.1M 584,960 -11,471 -2%
AAS
11
Ameritas Advisory Services
Nebraska
$23.8M 478,068 +478,068 New
CAN
12
Cetera Advisor Networks
California
$22.5M 452,546 +34,619 +8%
FMC
13
First Merchants Corp
Indiana
$21.5M 432,927 +4,743 +1%
GT
14
Greenleaf Trust
Michigan
$21.1M 423,548 -1,515 -0.4%
GLR
15
Great Lakes Retirement
Ohio
$20.4M 411,068 -2,554 -0.6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$18.2M 366,019 -19,339 -5%
SS
17
Simplicity Solutions
Minnesota
$17.3M 347,511 -65,324 -16%
BFG
18
Bleakley Financial Group
New Jersey
$17.3M 347,511 -65,324 -16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17M 342,414 -130,233 -28%
RJA
20
Raymond James & Associates
Florida
$16M 321,519 -40,231 -11%
Osaic Holdings
21
Osaic Holdings
Arizona
$15.8M 318,337 -36,154 -10%
JBA
22
Johnson Bixby & Associates
Washington
$15.7M 315,008 -263 -0.1%
HNB
23
Huntington National Bank
Ohio
UBS Group
24
UBS Group
Switzerland
$12.5M 252,089 +68,236 +37%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$12.1M 243,424 -120,383 -33%