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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
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$989K -$24.4K -486 -2%
ES
102
ETF Store
Kansas
$978K +$8.32K +166 +0.9%
BEI
103
Benjamin Edwards Inc
Missouri
$932K +$931K +18,569 New
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$866K – – –
RCG
105
Regatta Capital Group
California
$859K +$275K +5,495 +47%
CWM
106
Collaborative Wealth Management
Florida
$857K +$21K +419 +3%
LWM
107
Lionsbridge Wealth Management
Florida
$847K -$393K -7,846 -32%
GS
108
GTS Securities
New York
$846K +$44.7K +892 +6%
YIA
109
YHB Investment Advisors
Connecticut
$845K +$47.1K +940 +6%
NA
110
NewEdge Advisors
Louisiana
$843K -$389K -7,769 -32%
SWP
111
Stratos Wealth Partners
Ohio
$814K +$224K +4,466 +38%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$805K +$9.52K +190 +1%
CPW
113
Catalyst Private Wealth
California
$803K – – –
SSWM
114
Strait & Sound Wealth Management
California
$797K +$546K +10,905 +219%
ASN
115
Advisory Services Network
Georgia
$750K – – –
US Bancorp
116
US Bancorp
Minnesota
$737K – – –
CPIG
117
Chicago Partners Investment Group
Illinois
$729K -$32.6K -651 -4%
WWM
118
WT Wealth Management
Arizona
$711K -$1.05M -21,038 -60%
GWP
119
Gateway Wealth Partners
Wisconsin
$711K -$8.92K -178 -1%
OIA
120
OneDigital Investment Advisors
Kansas
$710K -$93.4K -1,863 -12%
PTC
121
Private Trust Company
Ohio
$707K +$33.5K +668 +5%
HH
122
Hilltop Holdings
Texas
$699K +$2.56K +51 +0.4%
IFG
123
Independent Financial Group
California
$694K -$142K -2,840 -17%
AWA
124
Arete Wealth Advisors
Illinois
$692K -$607K -12,111 -47%
CFS
125
CGC Financial Services
Oregon
$678K -$53.1K -1,059 -7%
3 4
5
6 7

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.