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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
MWM
51
McNaughton Wealth Management
California
$4.29M +$645K +12,875 +18%
MML Investors Services
52
MML Investors Services
Massachusetts
$4.2M -$278K -5,545 -6%
MFS
53
Mattson Financial Services
Michigan
$3.98M -$23.7K -473 -0.6%
FTUS
54
Flow Traders U.S.
New York
$3.89M -$43.2M -861,789 -92%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$1.09M +21,655 +39%
OC
56
Oppenheimer & Co
New York
$3.8M +$96.4K +1,924 +3%
CFG
57
Copley Financial Group
California
$3.73M +$3.73M +74,336 New
BFA
58
Brown Financial Advisors
Ohio
$3.59M +$164K +3,269 +5%
TA
59
TruWealth Advisors
Louisiana
$3.59M +$244K +4,861 +7%
SA
60
Sanctuary Advisors
Indiana
$3.52M -$1.09M -21,781 -24%
TGAM
61
TBH Global Asset Management
Tennessee
$3.38M +$35K +699 +1%
CPRC
62
Consolidated Portfolio Review Corp
New York
$3.33M +$153K +3,045 +5%
PCA
63
Prosperity Capital Advisors
Ohio
$3.23M +$629K +12,548 +24%
BIAS
64
Beacon Investment Advisory Services
New Jersey
$3.2M -$137K -2,725 -4%
NWMG
65
National Wealth Management Group
Ohio
$3.13M +$2.14M +42,685 +217%
GAM
66
Gotham Asset Management
New York
$3.09M +$183K +3,661 +6%
DSC
67
Duncker Streett & Co
Missouri
$3.03M -$321K -6,401 -10%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$2.89M +$1.6M +31,982 +125%
IWC
69
Integrated Wealth Concepts
Massachusetts
$2.65M +$2.07M +41,267 +359%
ATPW
70
Ashton Thomas Private Wealth
Arizona
$2.52M -$29.6K -590 -1%
GRP
71
Global Retirement Partners
California
$2.46M -$81.6K -1,629 -3%
TC
72
Trust Company
Kansas
$2.42M +$234K +4,673 +11%
Mariner
73
Mariner
Kansas
$2.42M -$9.69M -193,324 -80%
BAM
74
Belpointe Asset Management
Nevada
$2.41M +$2.41M +48,085 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.29M -$252K -5,031 -10%
1 2
3
4 5

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.