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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
BWM
101
BerganKDV Wealth Management
Minnesota
$44K +$43.7K +870 New
CB
102
Community Bank
New York
$40K +$40.2K +800 New
BWL
103
Bogart Wealth LLC
Virginia
$33K +$33K +658 New
SEI Investments
104
SEI Investments
Pennsylvania
$21K +$21.3K +424 New
TFA
105
Transamerica Financial Advisors
Florida
$10K +$9.95K +198 New
CAL
106
Capital Analysts LLC
Pennsylvania
$6K +$6.03K +120 New
FANJ
107
Financial Architects (New Jersey)
New Jersey
$5K +$4.92K +98 New
PMG
108
ProVise Management Group
Florida
$221 +$221K +4,395 New
Parallax Volatility Advisers
109
Parallax Volatility Advisers
California
– +$50 +1 New
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.