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Invesco Ultra Short Duration ETF

247 hedge funds and large institutions have $1.84B invested in Invesco Ultra Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
247
Holders Change
+26
Holders Change %
+11.76%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
46
Increased
102
Reduced
69
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$259M 5,174 +469 +10%
Morgan Stanley
2
Morgan Stanley
New York
$173M 3,459,192 +334,529 +11%
Wells Fargo
3
Wells Fargo
California
$135M 2,698,881 +297,335 +12%
LPL Financial
4
LPL Financial
California
$129M 2,576,173 +170,124 +7%
GI
5
Gradient Investments
Minnesota
$70.4M 1,405,565 +26,390 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$69.2M 1,380,886 +53,708 +4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$57.4M 1,144,956 -275,833 -19%
Renaissance Technologies
8
Renaissance Technologies
New York
$51.9M 1,035,800
Bank of America
9
Bank of America
North Carolina
$49.9M 996,164 -521,900 -34%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$42M 838,934 +66,740 +9%
AWS
11
Atria Wealth Solutions
New York
$39.3M 784,425 +415,527 +113%
AWM
12
Axxcess Wealth Management
California
$35.9M 715,665 +84,754 +13%
Raymond James Financial
13
Raymond James Financial
Florida
$34.9M 696,449 +696,449 New
CAAS
14
Capital Asset Advisory Services
Michigan
$33.5M 668,072 +49,004 +8%
UBS Group
15
UBS Group
Switzerland
$31.1M 620,524 +106,493 +21%
Osaic Holdings
16
Osaic Holdings
Arizona
$25.8M 515,057 -11,928 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$25.1M 501,561 +140,258 +39%
GT
18
Greenleaf Trust
Michigan
$24.3M 484,301 +60,753 +14%
NWM
19
Napa Wealth Management
California
$23.7M 472,440 +472,440 New
GIA
20
Gladstone Institutional Advisory
Florida
$20.7M 412,561 -31,585 -7%
FMC
21
First Merchants Corp
Indiana
$19.7M 393,800 +119 +0%
HNB
22
Huntington National Bank
Ohio
IAA
23
Independent Advisor Alliance
North Carolina
$18.5M 368,386 +360,370 +4,496%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$17.3M 344,395 -3,043 -0.9%
CWP
25
Cyndeo Wealth Partners
Florida
$16.2M 323,848 +7,483 +2%