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Invesco Ultra Short Duration ETF
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Overview Fund Activity

221 hedge funds and large institutions have $1.44B invested in Invesco Ultra Short Duration ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
80
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
1
Cyndeo Wealth Partners
Florida
$15.9M
2
Bank of America
2
Bank of America
North Carolina
$76.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.87M
4
AWM
4
Axxcess Wealth Management
California
$31.7M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$31.1M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$3.89M
2
RCS
2
Retirement Capital Strategies
California
$0
3
Mariner
3
Mariner
Kansas
$2.42M
4
AAS
4
Ameritas Advisory Services
Nebraska
$13.9M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$157M 3,124,663 -35,565 -1%
LPL Financial
2
LPL Financial
California
$121M 2,406,049 +109,682 +5%
Wells Fargo
3
Wells Fargo
California
$121M 2,401,546 +29,607 +1%
Bank of America
4
Bank of America
North Carolina
$76.2M 1,518,064 +306,503 +25%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$71.3M 1,420,789 +49,171 +4%
GI
6
Gradient Investments
Minnesota
$69.2M 1,379,175 -37,682 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$66.6M 1,327,178 +17,507 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$52M 1,035,800 – –
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$38.7M 772,194 +71,650 +10%
AWM
10
Axxcess Wealth Management
California
$31.7M 630,911 +165,168 +35%
CAAS
11
Capital Asset Advisory Services
Michigan
$31.1M 619,068 +153,711 +33%
Osaic Holdings
12
Osaic Holdings
Arizona
$26.4M 526,985 +116,866 +28%
UBS Group
13
UBS Group
Switzerland
$25.8M 514,031 +127,350 +33%
RJA
14
Raymond James & Associates
Florida
$24.1M 480,356 +15,107 +3%
GIA
15
Gladstone Institutional Advisory
Florida
$22.3M 444,146 -21,868 -5%
GT
16
Greenleaf Trust
Michigan
$21.3M 423,548 -11,356 -3%
FMC
17
First Merchants Corp
Indiana
$19.8M 393,681 +2,491 +0.6%
HNB
18
Huntington National Bank
Ohio
– – – –
AWS
19
Atria Wealth Solutions
New York
$18.5M 368,898 -61,118 -14%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$18.1M 361,303 -12,179 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.4M 347,438 -70,832 -17%
AC
22
Avestar Capital
New York
$17M 338,342 +22,797 +7%
JBA
23
Johnson Bixby & Associates
Washington
$16.5M 328,430 -10,036 -3%
CWP
24
Cyndeo Wealth Partners
Florida
$15.9M 316,365 +316,365 New
AAS
25
Ameritas Advisory Services
Nebraska
$13.9M 277,252 -179,448 -39%
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