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Invesco Ultra Short Duration ETF
GSY

223 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

8% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 75

1% more capital invested

Capital invested by funds: $1.43B → $1.45B (+$14.3M)

1% more funds holding

Funds holding: 221 → 223 (+2)

3.27% less ownership

Funds ownership: 66.51% → 63.24% (-3.3%)

Holders
223
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
81
Reduced
75
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
Cyndeo Wealth Partners
Florida
+$15.9M
2
Bank of America
Bank of America
North Carolina
+$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.86M
4
AWM
Axxcess Wealth Management
California
+$8.28M
5
CAAS
Capital Asset Advisory Services
Michigan
+$7.7M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$43.2M
2
RCS
Retirement Capital Strategies
California
-$16M
3
Mariner
Mariner
Kansas
-$9.69M
4
AAS
Ameritas Advisory Services
Nebraska
-$8.99M
5
SW
Simplicity Wealth
New Jersey
-$8.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
226
Simplicity Wealth
New Jersey
– -$8.03M -160,985 Closed
Jane Street
227
Jane Street
New York
– -$7.7M -154,304 Closed
WIM
228
Warwick Investment Management
Texas
– -$1.65M -33,161 Closed
IA
229
IFG Advisory
Georgia
– -$1.08M -21,605 Closed
PIWA
230
Prevail Innovative Wealth Advisors
Kansas
– -$521K -10,450 Closed
SFC
231
Strategic Financial Concepts
Texas
– -$201K -10,019 Closed
SG
232
StoneX Group
New York
– -$457K -9,155 Closed
BW
233
Bison Wealth
Georgia
– -$449K -8,990 Closed
PFG
234
PAX Financial Group
Texas
– -$399K -8,004 Closed
IAIM
235
International Assets Investment Management
Florida
– -$363K -7,267 Closed
SAM
236
Seelaus Asset Management
New Jersey
– -$359K -7,186 Closed
SP
237
Sequent Planning
Nebraska
– -$290K -5,813 Closed
VCM
238
Virtue Capital Management
Tennessee
– -$250K -5,017 Closed
SB
239
Strategic Blueprint
Georgia
– -$245K -4,901 Closed
BCMO
240
Buckingham Capital Management (Ohio)
Ohio
– -$214K -4,290 Closed
GM
241
GeoWealth Management
Illinois
– -$56.9K -1,141 Closed
EWP
242
Elevation Wealth Partners
California
– -$30K -602 Closed
FFA
243
Farther Finance Advisors
California
– -$21.1K -423 Closed
PCM
244
Penserra Capital Management
California
– -$8K -159 Closed
BTI
245
Blue Trust Inc
Georgia
– -$7.3K -146 Closed
RFA
246
Register Financial Advisors
Georgia
– -$5.76K -115 Closed
SIM
247
Studio Investment Management
Illinois
– -$5.09K -102 Closed
TFGT
248
TS Financial Group (TSFG)
Illinois
– -$1K -25 Closed
TWP
249
Triad Wealth Partners
Kansas
– -$1.1K -22 Closed
6 7 8 9
10

GSY Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q3 2024, worth a combined $1.45B — up 1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSY positions and 25 closed out — a net gain of 7 holders — while 81 added to existing stakes and 75 trimmed.

The largest buyer was Cyndeo Wealth Partners, opening a new position worth an estimated $15.9M. The largest seller was Flow Traders U.S., cutting an estimated $43.2M.

  • 223 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q3 2024, up from 221 in Q2 2024.
  • Funds reported $1.45B of Invesco Ultra Short Duration ETF stock for Q3 2024, up 1% quarter-over-quarter.
  • 32 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2024 and 25 closed out, a net change of +7 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q3 2024 was Cyndeo Wealth Partners, an estimated $15.9M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q3 2024 was Flow Traders U.S., an estimated $43.2M sold.

Based on aggregated 13F filings for Q3 2024.