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Invesco Ultra Short Duration ETF

259 hedge funds and large institutions have $1.74B invested in Invesco Ultra Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 82

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 250259 (+9)

3.18% less ownership

Funds ownership: 64.25%61.07% (-3.2%)

6% less capital invested

Capital invested by funds: $1.84B → $1.74B (-$102M)

Holders
259
Holders Change
+9
Holders Change %
+3.6%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
108
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$197M +$24M +478,019 +14%
Wells Fargo
2
Wells Fargo
California
$188M +$52.5M +1,046,431 +39%
LPL Financial
3
LPL Financial
California
$166M +$37.2M +741,703 +29%
GI
4
Gradient Investments
Minnesota
$74.6M +$4.2M +83,813 +6%
Renaissance Technologies
5
Renaissance Technologies
New York
$67.6M +$15.7M +313,300 +30%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$64M +$6.58M +131,265 +11%
Bank of America
7
Bank of America
North Carolina
$57.8M +$7.9M +157,442 +16%
AWS
8
Atria Wealth Solutions
New York
$51.7M +$12.4M +247,257 +32%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$46M +$3.92M +78,173 +9%
UBS Group
10
UBS Group
Switzerland
$44.8M +$13.7M +272,415 +44%
JP Morgan Chase
11
JP Morgan Chase
New York
$40.9M -$28.3M -565,244 -41%
Raymond James Financial
12
Raymond James Financial
Florida
$39.1M +$4.21M +83,987 +12%
AWM
13
Axxcess Wealth Management
California
$38.2M +$2.37M +47,308 +7%
CAAS
14
Capital Asset Advisory Services
Michigan
$36.3M +$2.81M +56,071 +8%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$26.7M +$1.56M +31,154 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$24.6M -$1.18M -23,577 -5%
GT
17
Greenleaf Trust
Michigan
$21.7M -$2.58M -51,469 -11%
HNB
18
Huntington National Bank
Ohio
$20.3M
AAP
19
Arax Advisory Partners
Colorado
$19.3M +$19.4M +385,877 +236,734%
GIA
20
Gladstone Institutional Advisory
Florida
$19M -$1.65M -32,829 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$18.5M +$1.2M +23,838 +7%
CWP
22
Cyndeo Wealth Partners
Florida
$17.5M +$1.28M +25,470 +8%
JBA
23
Johnson Bixby & Associates
Washington
$15.8M -$221K -4,405 -1%
FTS
24
Fifth Third Securities
Ohio
$14.7M -$133K -2,659 -0.9%
FMC
25
First Merchants Corp
Indiana
$14.4M -$5.35M -106,625 -27%