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Invesco Ultra Short Duration ETF

205 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, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.33% more ownership

Funds ownership: 64.76%65.09% (+0.33%)

2% less capital invested

Capital invested by funds: $1.21B → $1.19B (-$23.9M)

8% less funds holding

Funds holding: 223205 (-18)

30% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 93

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
205
Holders Change
-18
Holders Change %
-8.07%
% 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
93
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
$157M +$345K +6,928 +0.2%
Wells Fargo
2
Wells Fargo
California
$124M -$20.3M -407,809 -14%
Bank of America
3
Bank of America
North Carolina
$80M -$9.1M -182,878 -10%
LPL Financial
4
LPL Financial
California
$73.2M +$8.41M +169,004 +13%
AWS
5
Atria Wealth Solutions
New York
$41.6M +$12.5M +250,834 +43%
GI
6
Gradient Investments
Minnesota
$41.3M +$12.7M +255,158 +44%
AC
7
Avestar Capital
New York
$34.7M +$21.9M +439,977 +170%
GIA
8
Gladstone Institutional Advisory
Florida
$32.3M +$6.28M +126,232 +24%
Renaissance Technologies
9
Renaissance Technologies
New York
$31.4M -$657K -13,200 -2%
GC
10
Gratus Capital
Georgia
$29.1M -$571K -11,471 -2%
AAS
11
Ameritas Advisory Services
Nebraska
$23.8M +$23.8M +478,068 New
CAN
12
Cetera Advisor Networks
California
$22.5M +$1.72M +34,619 +8%
FMC
13
First Merchants Corp
Indiana
$21.5M +$236K +4,743 +1%
GT
14
Greenleaf Trust
Michigan
$21.1M -$75.4K -1,515 -0.4%
GLR
15
Great Lakes Retirement
Ohio
$20.4M -$127K -2,554 -0.6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$18.2M -$962K -19,339 -5%
BFG
17
Bleakley Financial Group
New Jersey
$17.3M -$3.25M -65,324 -16%
SS
18
Simplicity Solutions
Minnesota
$17.3M -$3.25M -65,324 -16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17M -$6.48M -130,233 -28%
RJA
20
Raymond James & Associates
Florida
$16M -$2M -40,231 -11%
Osaic Holdings
21
Osaic Holdings
Arizona
$15.8M -$1.8M -36,154 -10%
JBA
22
Johnson Bixby & Associates
Washington
$15.7M -$13.1K -263 -0.1%
HNB
23
Huntington National Bank
Ohio
$14.5M
UBS Group
24
UBS Group
Switzerland
$12.5M +$3.39M +68,236 +37%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$12.1M -$5.99M -120,383 -33%