We are live on ! Find out more
GSY icon

Invesco Ultra Short Duration ETF

263 hedge funds and large institutions have $1.83B invested in Invesco Ultra Short Duration ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

6% more capital invested

Capital invested by funds: $1.72B → $1.83B (+$107M)

7% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 95

0% less funds holding

Funds holding: 264263 (-1)

0.54% less ownership

Funds ownership: 62.35%61.81% (-0.54%)

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
32
Increased
102
Reduced
95
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$12.7M +$1.56M +31,006 +14%
MA
27
Mutual Advisors
Nebraska
$12.3M +$5.52M +110,012 +82%
PAG
28
Private Advisor Group
New Jersey
$11.7M -$1.35M -26,940 -10%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$10.9M +$1.56M +31,119 +17%
GC
30
Guidance Capital
Kentucky
$10.4M +$291K +5,803 +3%
FF
31
Foronjy Financial
California
$10.2M +$1.16M +23,145 +13%
CWMGP
32
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.1M +$10.1M +201,160 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$9.95M -$1.71M -34,027 -15%
PS
34
Principal Securities
Iowa
$9.94M -$1.37M -27,197 -12%
SC
35
Scotia Capital
Ontario, Canada
$9.26M +$380K +7,566 +4%
CIA
36
Concurrent Investment Advisors
Florida
$8.92M +$966K +19,244 +12%
FHA
37
Flagship Harbor Advisors
Massachusetts
$8.61M -$1.32M -26,205 -13%
AC
38
Avestar Capital
New York
$8.05M -$841K -16,740 -9%
Creative Planning
39
Creative Planning
Kansas
$7.59M -$851K -16,946 -10%
KAS
40
Kestra Advisory Services
Texas
$7.48M +$4.4M +87,587 +143%
1NWS
41
1 North Wealth Services
Maryland
$7.41M -$66.2K -1,318 -0.9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$7.28M +$1.75M +34,845 +32%
Invesco
43
Invesco
Georgia
$6.46M +$4.28M +85,139 +196%
WMG
44
WESCAP Management Group
California
$6.11M +$129K +2,563 +2%
RCS
45
Retirement Capital Strategies
California
$5.93M -$43.5K -867 -0.7%
Truist Financial
46
Truist Financial
North Carolina
$5.66M +$188K +3,743 +3%
CAL
47
Capital Advisors Ltd
Ohio
$5.62M -$138K -2,751 -2%
LSPW
48
Lake Street Private Wealth
Illinois
$5.5M +$1.8M +35,840 +49%
DWM
49
Daner Wealth Management
Georgia
$5.49M +$49.9K +993 +0.9%
SFG
50
Sterling Financial Group
California
$5.44M -$449K -8,951 -8%

GSY Hedge Fund Activity: Q3 2025 in Review

263 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q3 2025, worth a combined $1.83B — up 6.2% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSY positions and 27 closed out — a net gain of 5 holders — while 102 added to existing stakes and 95 trimmed.

The largest buyer was LPL Financial, adding an estimated $70.4M. The largest seller was Bank of America, cutting an estimated $17.1M.

  • 263 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q3 2025, down from 264 in Q2 2025.
  • Funds reported $1.83B of Invesco Ultra Short Duration ETF stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 32 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2025 and 27 closed out, a net change of +5 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q3 2025 was LPL Financial, an estimated $70.4M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q3 2025 was Bank of America, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.