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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
DAS
76
Dynamic Advisor Solutions
Arizona
$417K +$417K +8,297 New
HPC
77
Hobart Private Capital
North Carolina
$355K +$355K +7,073 New
SS
78
Simplicity Solutions
Minnesota
$327K +$327K +6,512 New
AFP
79
Ausdal Financial Partners
Iowa
$320K +$320K +6,375 New
CAN
80
Cetera Advisor Networks
California
$302K +$302K +6,010 New
VWA
81
V Wealth Advisors
Kansas
$300K +$294K +5,859 New
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$296K +$296K +5,884 New
DSC
83
Duncker Streett & Co
Missouri
$266K +$266K +5,300 New
FCAG
84
First Capital Advisors Group
New Jersey
$256K +$256K +5,092 New
CCA
85
Catalyst Capital Advisors
New York
$241K +$241K +4,800 New
CWM
86
Cabot Wealth Management
Massachusetts
$209K +$208K +4,150 New
FHC
87
First Heartland Consultants
Missouri
$201K +$201K +4,000 New
MA
88
Mutual Advisors
Nebraska
$201K +$201K +4,000 New
BCMIO
89
Beacon Capital Management Inc (Ohio)
Ohio
$168K +$167K +3,334 New
DSN
90
D. Scott Neal
Kentucky
$166K +$166K +3,300 New
SIA
91
SeaBridge Investment Advisors
New Jersey
$153K +$153K +3,050 New
GWM
92
Geneos Wealth Management
Colorado
$152K +$153K +3,037 New
LTI
93
Laffer Tengler Investments
Tennessee
$112K – – –
Citigroup
94
Citigroup
New York
$104K +$104K +2,076 New
ASN
95
Advisory Services Network
Georgia
$93K +$93.3K +1,857 New
APA
96
American Portfolios Advisors
New York
$83.4K +$83.3K +1,659 New
GTAM
97
Global Trust Asset Management
Florida
$83K -$800K -15,937 -91%
OIA
98
Optimum Investment Advisors
Illinois
$61K +$60.8K +1,210 New
S
99
SignatureFD
Georgia
$50K +$50.2K +1,000 New
FGAM
100
Financial Gravity Asset Management
Texas
$47K -$42.3K -843 -47%
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.