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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
AWM
101
Accurate Wealth Management
Florida
$1.35M – – –
IA
102
IFG Advisory
Georgia
$1.31M +$851K +16,897 +183%
IFWM
103
Institute for Wealth Management
Colorado
$1.31M +$277K +5,492 +27%
CAN
104
Cetera Advisor Networks
California
$1.3M +$54.7K +1,087 +4%
IA
105
IFP Advisors
Florida
$1.28M -$3.83K -76 -0.3%
GWM
106
Geneos Wealth Management
Colorado
$1.28M -$2.32M -46,118 -64%
APA
107
American Portfolios Advisors
New York
$1.26M +$117K +2,321 +10%
HIC
108
Holderness Investments Company
North Carolina
$1.23M -$161K -3,207 -12%
WA
109
Wealthstar Advisors
Texas
$1.23M -$7.55K -150 -0.6%
VBFG
110
Vishria Bird Financial Group
Tennessee
$1.21M – – –
KAS
111
Kestra Advisory Services
Texas
$1.21M -$231K -4,586 -16%
SFG
112
Sovereign Financial Group
Connecticut
$1.21M +$605K +12,015 +101%
LPT
113
Legacy Private Trust
Wisconsin
$1.18M -$42K -835 -3%
HNB
114
Huntington National Bank
Ohio
$1.13M -$710K -14,102 Closed
MAG
115
MRA Advisory Group
New Jersey
$1.09M -$292K -5,797 -21%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$1.09M – – –
CF
117
Clarity Financial
Texas
$1.07M -$15M -298,778 -93%
ATPW
118
Ashton Thomas Private Wealth
Arizona
$1.06M +$1.06M +21,105 New
WHC
119
Wulff, Hansen & Co
California
$1.05M +$1.05M +20,795 New
AFP
120
Ausdal Financial Partners
Iowa
$1.01M -$1.2M -23,805 -54%
WP
121
WealthSource Partners
California
$1.01M -$87.5K -1,737 -8%
PBF
122
Petix & Botte Financial
California
$1.01M -$1.22M -24,145 -55%
FW
123
FirstPurpose Wealth
Utah
$1.01M +$1.01M +20,000 New
CA
124
Cetera Advisors
Colorado
$997K -$26.1K -518 -3%
NFG
125
Next Financial Group
Texas
$981K -$11.2K -223 -1%
3 4
5
6 7

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.