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Invesco Short Term Treasury ETF

33 hedge funds and large institutions have $657M invested in Invesco Short Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+11
Holders Change %
+50%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
15
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$443M -$10M -94,600 -2%
AWE
2
Avidian Wealth Enterprises
Texas
$97.8M +$97.8M +920,699 New
Morgan Stanley
3
Morgan Stanley
New York
$22M +$21.5M +202,638 +4,671%
WI
4
WrapManager Inc
California
$16.4M +$16.4M +154,011 New
UBS Group
5
UBS Group
Switzerland
$12.2M +$8.01M +75,412 +192%
MIAN
6
Mariner Independent Advisor Network
Kansas
$10.5M +$10.5M +99,443 New
IA
7
IndexIQ Advisors
New York
$8.24M +$1.96M +18,431 +31%
Bank of America
8
Bank of America
North Carolina
$8.13M +$4.31M +40,600 +113%
Charles Schwab
9
Charles Schwab
California
$7.05M +$7.05M +66,368 New
LPL Financial
10
LPL Financial
California
$4.97M +$4.97M +46,845 New
Jane Street
11
Jane Street
New York
$4.32M +$4.32M +40,687 New
IF
12
IRON Financial
Illinois
$3.73M +$3.73M +35,132 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.81M +$2.81M +26,496 New
LC
14
Lavaca Capital
Texas
$2.42M +$2.42M +22,739 New
HIC
15
Holderness Investments Company
North Carolina
$2.26M +$2.26M +21,259 New
Citadel Advisors
16
Citadel Advisors
Florida
$2.03M -$1.68M -15,791 -45%
FTUS
17
Flow Traders U.S.
New York
$1.59M -$3.78M -35,614 -70%
PAG
18
Pinnacle Advisory Group
Maryland
$1.31M +$1.31M +12,341 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.26M -$1.22M -11,526 -49%
Principal Financial Group
20
Principal Financial Group
Iowa
$1.25M +$271K +2,555 +28%
CDIA
21
Capital Directions Investment Advisors
Georgia
$825K +$413K +3,891 +100%
PAG
22
Private Advisor Group
New Jersey
$643K +$643K +6,051 New
FAAS
23
First Allied Advisory Services
California
$369K -$715K -6,732 -66%
JWM
24
Jupiter Wealth Management
Colorado
$344K -$394K -3,720 -53%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$307K +$306K +2,885 +32,056%