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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
CWM
76
CCG Wealth Management
California
$2.35M +$346K +6,877 +17%
GC
77
Grimes & Company
Massachusetts
$2.34M -$35.2K -699 -1%
TPM
78
Triasima Portfolio Management
Quebec, Canada
$2.34M +$2.34M +46,460 New
Renaissance Technologies
79
Renaissance Technologies
New York
$2.28M -$5.45M -108,200 -70%
Stifel Financial
80
Stifel Financial
Missouri
$2.16M -$20.8K -413 -1%
KIA
81
KCM Investment Advisors
California
$2.11M -$151K -2,991 -7%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$1.99M +$2M +39,647 New
LWP
83
Legacy Wealth Planning
Nevada
$1.99M +$572K +11,366 +40%
OWA
84
Octavia Wealth Advisors
Ohio
$1.98M +$164K +3,251 +9%
DAS
85
Dynamic Advisor Solutions
Arizona
$1.93M -$141K -2,800 -7%
KFP
86
KMG Fiduciary Partners
Ohio
$1.88M -$129K -2,568 -6%
AI
87
Atria Investments
North Carolina
$1.82M +$1.82M +36,187 New
CFA
88
Compass Financial Advisors
Indiana
$1.77M +$1.78M +35,295 New
PFS
89
Prospera Financial Services
Texas
$1.76M +$635K +12,616 +56%
ACG
90
Allen Capital Group
Nebraska
$1.69M -$240K -4,770 -12%
IWA
91
Inspirion Wealth Advisors
Illinois
$1.61M -$853K -16,935 -35%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.6M +$1.6M +31,791 New
SCP
93
Syntal Capital Partners
Texas
$1.57M +$53.4K +1,060 +4%
IFG
94
Independent Financial Group
California
$1.55M -$926K -18,397 -37%
VWA
95
V Wealth Advisors
Kansas
$1.53M +$46.3K +919 +3%
GI
96
Gradient Investments
Minnesota
$1.49M -$532K -10,555 -26%
MW
97
Milestone Wealth
New York
$1.49M +$1.49M +29,524 New
MCC
98
Money Concepts Capital
Florida
$1.41M +$1.41M +27,937 New
PGWM
99
Pitti Group Wealth Management
New York
$1.38M +$1.38M +27,392 New
TC
100
Trust Company
Kansas
$1.36M -$97.1K -1,929 -7%
2 3
4
5 6

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.