GSY icon

Invesco Ultra Short Duration ETF
GSY

Overview Fund Activity

265 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, 98 reducing their positions, and 22 closing their positions.

Holders
265
Holders Change
+30
Holders Change %
+12.77%
% 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
98
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$21.5M
3
RJA
3
Raymond James & Associates
Florida
$44.4M
4
William Blair & Company
4
William Blair & Company
Illinois
$37.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$320M

Top Sellers

1
IPW
1
IronBridge Private Wealth
Texas
$22K
2
Creative Planning
2
Creative Planning
Kansas
$15.6M
3
CF
3
Clarity Financial
Texas
$1.07M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
FFN
5
Focus Financial Network
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
CCG Wealth Management
California
$2.35M 46,781 +6,877 +17%
GC
77
Grimes & Company
Massachusetts
$2.34M 46,589 -699 -1%
TPM
78
Triasima Portfolio Management
Quebec, Canada
$2.34M 46,460 +46,460 New
Renaissance Technologies
79
Renaissance Technologies
New York
$2.28M 45,400 -108,200 -70%
Stifel Financial
80
Stifel Financial
Missouri
$2.16M 42,937 -413 -1%
KIA
81
KCM Investment Advisors
California
$2.11M 42,020 -2,991 -7%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$1.99M 39,647 +39,647 New
LWP
83
Legacy Wealth Planning
Nevada
$1.99M 39,498 +11,366 +40%
OWA
84
Octavia Wealth Advisors
Ohio
$1.98M 39,384 +3,251 +9%
DAS
85
Dynamic Advisor Solutions
Arizona
$1.93M 38,407 -2,800 -7%
KFP
86
KMG Fiduciary Partners
Ohio
$1.88M 37,319 -2,568 -6%
AI
87
Atria Investments
North Carolina
$1.82M 36,187 +36,187 New
CFA
88
Compass Financial Advisors
Indiana
$1.78M 35,295 +35,295 New
PFS
89
Prospera Financial Services
Texas
$1.76M 34,986 +12,616 +56%
ACG
90
Allen Capital Group
Nebraska
$1.69M 33,555 -4,770 -12%
IWA
91
Inspirion Wealth Advisors
Illinois
$1.61M 31,990 -16,935 -35%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.6M 31,791 +31,791 New
SCP
93
Syntal Capital Partners
Texas
$1.57M 31,305 +1,060 +4%
VWA
94
V Wealth Advisors
Kansas
$1.53M 30,339 +919 +3%
GI
95
Gradient Investments
Minnesota
$1.49M 29,582 -10,555 -26%
MW
96
Milestone Wealth
New York
$1.49M 29,524 +29,524 New
MCC
97
Money Concepts Capital
Florida
$1.41M 27,937 +27,937 New
PGWM
98
Pitti Group Wealth Management
New York
$1.38M 27,392 +27,392 New
TC
99
Trust Company
Kansas
$1.36M 27,023 -1,929 -7%
AWM
100
Accurate Wealth Management
Florida
$1.35M 7,983 – –
2 3
4
5 6