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Invesco Ultra Short Duration ETF
GSY

250 hedge funds and large institutions have $1.84B invested in Invesco Ultra Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 69

27% more capital invested

Capital invested by funds: $1.45B → $1.84B (+$395M)

12% more funds holding

Funds holding: 223 → 250 (+27)

1% more ownership

Funds ownership: 63.24% → 64.25% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
250
Holders Change
+27
Holders Change %
+12.11%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
104
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
Napa Wealth Management
California
+$23.7M
2
AWS
Atria Wealth Solutions
New York
+$20.8M
3
IAA
Independent Advisor Alliance
North Carolina
+$18.1M
4
Morgan Stanley
Morgan Stanley
New York
+$16.8M
5
Wells Fargo
Wells Fargo
California
+$14.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$26.2M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.87M
4
AC
Avestar Capital
New York
-$8.5M
5
AAS
Ameritas Advisory Services
Nebraska
-$6.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
26
Johnson Bixby & Associates
Washington
$16M -$417K -8,311 -3%
FTS
27
Fifth Third Securities
Ohio
$14.8M +$5.63M +112,378 +61%
GLR
28
Great Lakes Retirement
Ohio
$11.8M +$50.8K +1,014 +0.4%
CWMGP
29
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11.7M +$11.7M +233,300 New
Creative Planning
30
Creative Planning
Kansas
$9.86M -$989K -19,722 -9%
PS
31
Principal Securities
Iowa
$9.41M +$482K +9,618 +5%
PAG
32
Private Advisor Group
New Jersey
$9.4M +$873K +17,418 +10%
GC
33
Guidance Capital
Kentucky
$9.32M +$719K +14,346 +8%
Stifel Financial
34
Stifel Financial
Missouri
$8.56M +$2.66M +53,051 +45%
CIA
35
Concurrent Investment Advisors
Florida
$8.52M +$475K +9,472 +6%
AC
36
Avestar Capital
New York
$8.46M -$8.5M -169,441 -50%
SC
37
Scotia Capital
Ontario, Canada
$8.14M +$362K +7,223 +5%
DWM
38
Drive Wealth Management
Utah
$7.67M -$522K -10,417 -6%
AAS
39
Ameritas Advisory Services
Nebraska
$7.6M -$6.29M -125,512 -45%
WMG
40
WESCAP Management Group
California
$6.6M -$430K -8,576 -6%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$6.6M +$96.8K +1,931 +1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$6.39M +$1.25M +24,958 +24%
CAL
43
Capital Advisors Ltd
Ohio
$6.31M +$220K +4,393 +4%
BIAS
44
Beacon Investment Advisory Services
New Jersey
$6.15M +$2.96M +59,033 +93%
FTUS
45
Flow Traders U.S.
New York
$6.11M +$2.22M +44,330 +57%
1NWS
46
1 North Wealth Services
Maryland
$6.07M +$6.07M +121,038 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$5.9M -$128K -2,554 -2%
MWM
48
McNaughton Wealth Management
California
$5.69M +$1.41M +28,055 +33%
BFG
49
Bleakley Financial Group
New Jersey
$5.69M -$198K -3,956 -3%
SFG
50
Sterling Financial Group
California
$5.65M +$5.65M +112,663 New
1
2
3 4 5

GSY Hedge Fund Activity: Q4 2024 in Review

250 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2024, worth a combined $1.84B — up 27% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GSY positions and 16 closed out — a net gain of 31 holders — while 104 added to existing stakes and 69 trimmed.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $23.7M. The largest seller was Bank of America, cutting an estimated $26.2M.

  • 250 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2024, up from 223 in Q3 2024.
  • Funds reported $1.84B of Invesco Ultra Short Duration ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 47 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2024 and 16 closed out, a net change of +31 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q4 2024 was Napa Wealth Management, an estimated $23.7M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q4 2024 was Bank of America, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2024.