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Invesco Ultra Short Duration ETF

275 hedge funds and large institutions have $2.25B invested in Invesco Ultra Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 87

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$424M)

7.13% more ownership

Funds ownership: 61.81%68.94% (+7.1%)

5% more funds holding

Funds holding: 263275 (+12)

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
122
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$261M -$1.42M -28,257 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$231M -$10.7M -213,699 -4%
Wells Fargo
3
Wells Fargo
California
$194M +$28.9K +575 +0%
FTUS
4
Flow Traders U.S.
New York
$103M +$103M +2,047,310 +19,022%
BI
5
Bramshill Investments
Florida
$102M +$60.1M +1,195,330 +145%
UBS Group
6
UBS Group
Switzerland
$78.7M +$10.7M +213,271 +16%
AAS
7
Annex Advisory Services
Wisconsin
$78.1M +$78.2M +1,554,711 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$76.9M +$67M +1,333,336 +673%
GI
9
Gradient Investments
Minnesota
$70.8M -$1.44M -28,572 -2%
AWM
10
Axxcess Wealth Management
California
$67.9M +$20M +398,081 +42%
CAAS
11
Capital Asset Advisory Services
Michigan
$62.8M +$20.9M +416,003 +50%
Bank of America
12
Bank of America
North Carolina
$57.5M -$3.76M -74,775 -6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$55.9M +$4.67M +92,839 +9%
Raymond James Financial
14
Raymond James Financial
Florida
$52.1M +$1.78M +35,316 +4%
TRCT
15
Tower Research Capital (TRC)
New York
$38.8M +$38.8M +771,176 +113,743%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$26.2M -$530K -10,544 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$26.1M -$11.8M -235,051 -31%
HNB
18
Huntington National Bank
Ohio
$22.5M
GIA
19
Gladstone Institutional Advisory
Florida
$21.7M -$222K -4,415 -1%
GT
20
Greenleaf Trust
Michigan
$21.5M -$605K -12,040 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$20.9M +$897K +17,847 +4%
CWP
22
Cyndeo Wealth Partners
Florida
$18.4M +$684K +13,602 +4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$18M +$1.21M +24,052 +7%
AIS
24
Advocate Investing Services
Maryland
$16.2M +$16.2M +322,294 New
Stifel Financial
25
Stifel Financial
Missouri
$14.8M +$2.11M +42,011 +17%