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Invesco Ultra Short Duration ETF
GSY

109 hedge funds and large institutions have $490M invested in Invesco Ultra Short Duration ETF in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7,964% more capital invested

Capital invested by funds: $6.08M → $490M (+$484M)

1,263% more funds holding

Funds holding: 8 → 109 (+101)

40.15% more ownership

Funds ownership: 0.54% → 40.69% (+40%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
109
Holders Change
+101
Holders Change %
+1,262.5%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
% of All Funds
0.18%
New
102
Increased
2
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$49M
2
Bank of America
Bank of America
North Carolina
+$47.8M
3
Wells Fargo
Wells Fargo
California
+$46.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.5M
5
BCMO
Buckingham Capital Management (Ohio)
Ohio
+$26.5M

Top Sellers

1
GTAM
Global Trust Asset Management
Florida
-$800K
2
FGAM
Financial Gravity Asset Management
Texas
-$42.3K
3
OC
Oarsman Capital
Wisconsin
-$35.2K
4
JFM
Jackson Financial Management
California
-$18.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCMG
51
Gyroscope Capital Management Group
Florida
$856K +$856K +17,037 New
AA
52
Ancora Advisors
Ohio
$800K +$800K +15,919 New
MC
53
Moors & Cabot
Massachusetts
$770K +$770K +15,329 New
BTS
54
BB&T Securities
Virginia
$755K +$755K +15,029 New
CA
55
Calton & Associates
Florida
$754K +$754K +15,012 New
AIM
56
Astor Investment Management
Illinois
$718K +$717K +14,283 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$703K +$703K +13,988 New
IA
58
IFP Advisors
Florida
$702K +$702K +13,969 New
SPC
59
Sigma Planning Corp
Michigan
$686K +$686K +13,655 New
BAC
60
Boys Arnold & Co
North Carolina
$683K +$683K +13,600 New
FNT
61
First National Trust
Pennsylvania
$638K +$638K +12,693 New
PCM
62
Parsons Capital Management
Rhode Island
$628K +$628K +12,496 New
FA
63
FMA Advisory
Pennsylvania
$619K +$619K +12,323 New
SPIA
64
Steward Partners Investment Advisory
New York
$602K +$601K +11,974 New
TSS
65
Two Sigma Securities
New York
$593K +$592K +11,796 New
SWP
66
Stratos Wealth Partners
Ohio
$587K +$587K +11,678 New
CCM
67
Crabel Capital Management
California
$584K +$584K +11,619 New
FA
68
FCG Advisors
New Jersey
$538K +$538K +10,706 New
SI
69
Stephens Inc
Arkansas
$534K +$534K +10,628 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$518K +$518K +10,305 New
PA
71
Parallel Advisors
California
$482K +$326K +6,500 +210%
OC
72
Oppenheimer & Co
New York
$472K +$472K +9,391 New
VF
73
Virtu Financial
New York
$453K +$453K +9,018 New
OC
74
Oarsman Capital
Wisconsin
$448K -$35.2K -700 -7%
FWSM
75
First Wilshire Securities Management
California
$441K +$441K +8,780 New
1 2
3
4 5

GSY Hedge Fund Activity: Q2 2018 in Review

109 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q2 2018, worth a combined $490M — up 7,964% from $6.08M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new GSY positions and 0 closed out — a net gain of 102 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $49M. The largest seller was Global Trust Asset Management, cutting an estimated $800K.

  • 109 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q2 2018, up from 8 in Q1 2018.
  • Funds reported $490M of Invesco Ultra Short Duration ETF stock for Q2 2018, up 7,964% quarter-over-quarter.
  • 102 funds opened new Invesco Ultra Short Duration ETF positions in Q2 2018 and 0 closed out, a net change of +102 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q2 2018 was Morgan Stanley, an estimated $49M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q2 2018 was Global Trust Asset Management, an estimated $800K sold.

Based on aggregated 13F filings for Q2 2018.