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Invesco Short Term Treasury ETF

110 hedge funds and large institutions have $1.31B invested in Invesco Short Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+13
Holders Change %
+13.4%
% of All Funds
1.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
25
Increased
39
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$450K +$13.4K +127 +3%
SFG
77
Sovereign Financial Group
Connecticut
$387K +$387K +3,670 New
FIA
78
Foundations Investment Advisors
Arizona
$363K +$124K +1,173 +52%
AWA
79
Adapt Wealth Advisors
Georgia
$361K -$108K -1,027 -23%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$328K +$328K +3,100 New
KeyBank National Association
81
KeyBank National Association
Ohio
$315K
CAL
82
Capital Analysts LLC
Pennsylvania
$311K +$311K +2,951 New
GRP
83
Global Retirement Partners
California
$303K -$134K -1,275 -31%
PI
84
PFG Investments
New York
$294K -$22.8K -216 -7%
KA
85
Kovack Advisors
Florida
$264K
PS
86
Principal Securities
Iowa
$242K -$36.2K -343 -13%
Creative Planning
87
Creative Planning
Kansas
$225K +$1.48K +14 +0.7%
AA
88
Advisory Alpha
Michigan
$222K -$26.5K -251 -11%
MFG
89
Magnus Financial Group
New York
$211K +$211K +2,000 New
AAS
90
Avantax Advisory Services
Texas
$203K -$433K -4,106 -68%
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$200K +$200K +1,898 New
Comerica Bank
92
Comerica Bank
Texas
$87.4K -$349K -3,312 -80%
TWP
93
Triad Wealth Partners
Kansas
$81.6K +$81.6K +774 New
PTC
94
Private Trust Company
Ohio
$68.8K -$73.2K -694 -52%
CB
95
Chris Bulman
California
$65.6K +$65.6K +622 New
CIR
96
Clear Investment Research
Georgia
$65.1K +$844 +8 +1%
GWM
97
Geneos Wealth Management
Colorado
$52.7K
TLA
98
Tanglewood Legacy Advisors
Texas
$49.9K
BIA
99
Bell Investment Advisors
California
$22.6K
VWM
100
Venturi Wealth Management
Texas
$13.6K -$2.85K -27 -17%