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Invesco Ultra Short Duration ETF

222 hedge funds and large institutions have $1.33B invested in Invesco Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 213222 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$124M)

9.88% less ownership

Funds ownership: 77.86%67.98% (-9.9%)

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
85
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$142M -$156M -3,123,674 -52%
Wells Fargo
2
Wells Fargo
California
$129M +$7.71M +154,452 +6%
LPL Financial
3
LPL Financial
California
$99.8M +$21.9M +439,207 +28%
Bank of America
4
Bank of America
North Carolina
$76.8M +$10.1M +201,393 +15%
GI
5
Gradient Investments
Minnesota
$63M +$4.11M +82,410 +7%
Renaissance Technologies
6
Renaissance Technologies
New York
$53M
FTUS
7
Flow Traders U.S.
New York
$51M +$1.5M +30,027 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$32.5M +$31.3M +627,233 +2,557%
CAN
9
Cetera Advisor Networks
California
$30.6M +$5.67M +113,626 +23%
AC
10
Avestar Capital
New York
$29.7M -$7.13M -142,882 -19%
GIA
11
Gladstone Institutional Advisory
Florida
$27.9M -$11.5M -229,712 -29%
AWS
12
Atria Wealth Solutions
New York
$23.6M -$16.9M -339,343 -42%
AAS
13
Ameritas Advisory Services
Nebraska
$23.2M +$3.43M +68,789 +17%
GT
14
Greenleaf Trust
Michigan
$22.4M +$1.42M +28,376 +7%
RJA
15
Raymond James & Associates
Florida
$21.5M +$3.03M +60,626 +16%
Osaic Holdings
16
Osaic Holdings
Arizona
$21.1M +$7.18M +143,932 +52%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$20.7M +$477K +9,565 +2%
UBS Group
18
UBS Group
Switzerland
$20.5M +$3.73M +74,715 +22%
FMC
19
First Merchants Corp
Indiana
$20.3M -$640K -12,816 -3%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$19M +$578K +11,577 +3%
AWM
21
Axxcess Wealth Management
California
$18.9M +$5M +100,215 +36%
CAAS
22
Capital Asset Advisory Services
Michigan
$18.8M +$5.17M +103,665 +38%
JBA
23
Johnson Bixby & Associates
Washington
$17.1M +$1.61M +32,302 +10%
HNB
24
Huntington National Bank
Ohio
$14.5M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$13.5M +$11.5M +231,268 +581%