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Invesco Ultra Short Duration ETF
GSY

266 hedge funds and large institutions have $1.64B invested in Invesco Ultra Short Duration ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 74 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

13% more funds holding

Funds holding: 236 → 266 (+30)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

2.96% more ownership

Funds ownership: 54.58% → 57.54% (+3%)

1% more capital invested

Capital invested by funds: $1.62B → $1.64B (+$19.2M)

25% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 99

Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
58
Increased
74
Reduced
99
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$20.7M
2
William Blair & Company
William Blair & Company
Illinois
+$18.6M
3
Morgan Stanley
Morgan Stanley
New York
+$12.6M
4
VIA
Vickerman Investment Advisors
Washington
+$9.78M
5
Jane Street
Jane Street
New York
+$8.49M

Top Sellers

1
IPW
IronBridge Private Wealth
Texas
-$24.6M
2
Creative Planning
Creative Planning
Kansas
-$16.5M
3
CF
Clarity Financial
Texas
-$15M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$13.6M
5
FFN
Focus Financial Network
Minnesota
-$6.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Siena Capital
Ohio
$4.87M +$4.87M +96,803 New
NFG
52
Nations Financial Group
Iowa
$4.83M -$109K -2,161 -2%
PAMG
53
Patton Albertson Miller Group
Tennessee
$4.32M -$737K -14,640 -15%
GGS
54
Galvin Gaustad & Stein
Arizona
$4.29M -$475K -9,431 -10%
CI
55
Ceera Investments
Texas
$4.18M +$132K +2,615 +3%
WAM
56
Weatherly Asset Management
California
$4.03M +$666K +13,225 +20%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$4.02M +$86.4K +1,716 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$4.02M +$3.61M +71,749 +868%
N
59
Natixis
France
$3.86M +$403 +8 +0%
AWMS
60
Advocacy Wealth Management Services
Georgia
$3.77M -$197K -3,903 -5%
MML Investors Services
61
MML Investors Services
Massachusetts
$3.71M -$514K -10,202 -12%
IFO
62
Intrepid Family Office
Florida
$3.52M +$3.53M +70,000 New
ASN
63
Advisory Services Network
Georgia
$3.38M +$3.06M +60,739 +931%
FWSM
64
First Wilshire Securities Management
California
$3.34M +$220K +4,378 +7%
BIAS
65
Beacon Investment Advisory Services
New Jersey
$3.32M +$2.21M +43,812 +197%
KWM
66
Kingsview Wealth Management
Oregon
$3.2M -$700K -13,900 -18%
OA
67
Oxbow Advisors
Texas
$3.14M +$185K +3,675 +6%
MSCM
68
McElhenny Sheffield Capital Management
Texas
$2.89M -$279K -5,540 -9%
RCG
69
Regatta Capital Group
California
$2.82M +$2.82M +56,031 New
LWAC
70
Laurel Wealth Advisors (California)
California
$2.78M +$2.79M +55,355 New
SPC
71
Sigma Planning Corp
Michigan
$2.62M -$356K -7,071 -12%
BRWA
72
B. Riley Wealth Advisors
Florida
$2.48M -$201K -3,993 -8%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$2.42M -$2.13M -42,264 -47%
YIA
74
YHB Investment Advisors
Connecticut
$2.41M +$921K +18,285 +62%
SWP
75
Stratos Wealth Partners
Ohio
$2.4M +$612K +12,147 +34%
1 2
3
4 5

GSY Hedge Fund Activity: Q4 2021 in Review

266 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2021, worth a combined $1.64B — up 1.2% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new GSY positions and 22 closed out — a net gain of 36 holders — while 74 added to existing stakes and 99 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $20.7M. The largest seller was IronBridge Private Wealth, cutting an estimated $24.6M.

  • 266 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $1.64B of Invesco Ultra Short Duration ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 58 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $20.7M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q4 2021 was IronBridge Private Wealth, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.