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Invesco Ultra Short Duration ETF

213 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $1.19B → $1.45B (+$261M)

12.78% more ownership

Funds ownership: 65.09%77.86% (+13%)

4% more funds holding

Funds holding: 205213 (+8)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
30
Increased
70
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$297M +$139M +2,795,789 +88%
Wells Fargo
2
Wells Fargo
California
$121M -$3.65M -73,257 -3%
LPL Financial
3
LPL Financial
California
$77.8M +$4.34M +87,191 +6%
Bank of America
4
Bank of America
North Carolina
$66.7M -$13.5M -271,437 -17%
GI
5
Gradient Investments
Minnesota
$58.9M +$17.4M +349,788 +42%
Renaissance Technologies
6
Renaissance Technologies
New York
$53M +$21.5M +432,400 +69%
Jane Street
7
Jane Street
New York
$51.2M +$41.5M +832,637 +429%
FTUS
8
Flow Traders U.S.
New York
$49.5M +$49.4M +992,370 New
AWS
9
Atria Wealth Solutions
New York
$40.5M -$1.17M -23,551 -3%
GIA
10
Gladstone Institutional Advisory
Florida
$39.4M +$6.95M +139,552 +21%
AC
11
Avestar Capital
New York
$36.8M +$1.94M +38,999 +6%
CAN
12
Cetera Advisor Networks
California
$24.9M +$2.35M +47,175 +10%
FMC
13
First Merchants Corp
Indiana
$21M -$641K -12,866 -3%
GT
14
Greenleaf Trust
Michigan
$21M -$176K -3,538 -0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$20.2M +$3.15M +63,256 +18%
AAS
16
Ameritas Advisory Services
Nebraska
$19.8M -$4.03M -80,995 -17%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$18.4M +$185K +3,709 +1%
RJA
18
Raymond James & Associates
Florida
$18.4M +$2.4M +48,161 +15%
UBS Group
19
UBS Group
Switzerland
$16.8M +$4.2M +84,275 +33%
JBA
20
Johnson Bixby & Associates
Washington
$15.5M -$209K -4,199 -1%
HNB
21
Huntington National Bank
Ohio
$15.4M
AWM
22
Axxcess Wealth Management
California
$13.9M +$3.4M +68,189 +32%
Osaic Holdings
23
Osaic Holdings
Arizona
$13.9M -$1.97M -39,461 -12%
CAAS
24
Capital Asset Advisory Services
Michigan
$13.6M +$2.87M +57,628 +27%
Mariner
25
Mariner
Kansas
$12.7M +$1.43M +28,737 +13%