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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
DAS
76
Dynamic Advisor Solutions
Arizona
$2.22M +$895K +17,862 +68%
SAM
77
Smartleaf Asset Management
Massachusetts
$2.07M – – –
CWA
78
Capital Wealth Alliance
Arizona
$1.96M +$504K +10,054 +35%
NFG
79
Norris Financial Group
South Carolina
$1.79M +$1.79M +35,668 New
KAS
80
Kestra Advisory Services
Texas
$1.79M -$635K -12,667 -26%
JWCA
81
J.W. Cole Advisors
Florida
$1.68M -$2.49M -49,631 -60%
TC
82
TownSquare Capital
Utah
$1.67M +$1.67M +33,350 New
OA
83
Oxbow Advisors
Texas
$1.67M -$95.2K -1,900 -5%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$1.48M +29,550 +954%
SFG
85
Sovereign Financial Group
Connecticut
$1.63M +$170K +3,400 +12%
BCA
86
Bay Colony Advisors
Massachusetts
$1.52M +$1.52M +30,306 New
PW
87
Paladin Wealth
Minnesota
$1.51M +$1.51M +30,177 New
ZF
88
Zega Financial
Florida
$1.42M +$339K +6,763 +31%
FIM
89
Freedom Investment Management
Connecticut
$1.27M -$131K -2,618 -9%
ST
90
Smithfield Trust
Pennsylvania
$1.27M +$1.27M +25,287 New
MA
91
Mutual Advisors
Nebraska
$1.25M +$634K +12,651 +103%
PBF
92
Petix & Botte Financial
California
$1.21M -$8.72K -174 -0.7%
EWM
93
Endowment Wealth Management
Wisconsin
$1.17M +$95.1K +1,897 +9%
NRI
94
NFP Retirement Inc
California
$1.13M -$89K -1,775 -7%
OWA
95
Octavia Wealth Advisors
Ohio
$1.07M -$27.7K -552 -3%
E3F
96
Eight 31 Financial
Texas
$1.05M +$53.4K +1,065 +5%
HighTower Advisors
97
HighTower Advisors
Illinois
$1.04M -$11.2K -224 -1%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$1.03M +$107K +2,129 +12%
WIA
99
World Investment Advisors
California
$1.02M +$1.02M +20,333 New
WAM
100
Weatherly Asset Management
California
$1.02M -$118K -2,345 -10%
2 3
4
5 6

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.