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Invesco Ultra Short Duration ETF

263 hedge funds and large institutions have $1.83B invested in Invesco Ultra Short Duration ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

6% more capital invested

Capital invested by funds: $1.72B → $1.83B (+$107M)

7% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 95

0% less funds holding

Funds holding: 264263 (-1)

0.54% less ownership

Funds ownership: 62.35%61.81% (-0.54%)

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
32
Increased
102
Reduced
95
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
101
Pitti Group Wealth Management
New York
$1.41M +$216K +4,310 +18%
MFS
102
Mattson Financial Services
Michigan
$1.4M -$122K -2,438 -8%
BEI
103
Benjamin Edwards Inc
Missouri
$1.38M +$282K +5,625 +26%
IPW
104
Impact Partnership Wealth
Georgia
$1.34M +$734K +14,615 +121%
LWMI
105
Legacy Wealth Management (Idaho)
Idaho
$1.28M +$106K +2,115 +9%
IFO
106
Intrepid Family Office
Florida
$1.26M +$251K +5,000 +25%
CWA
107
Capital Wealth Alliance
Arizona
$1.22M -$69.7K -1,389 -5%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$1.15M +$226K +4,492 +24%
JHC
109
J. Hagan Capital
Kentucky
$1.15M +$1.15M +22,823 New
PW
110
Paladin Wealth
Minnesota
$1.14M -$57K -1,135 -5%
LWM
111
Lionsbridge Wealth Management
Florida
$1.13M -$329K -6,548 -23%
WGC
112
Watts Gwilliam & Co
Arizona
$1.13M +$2.06K +41 +0.2%
ES
113
ETF Store
Kansas
$1.12M +$38K +756 +4%
AC
114
AlphaCore Capital
California
$1.09M -$91.1K -1,814 -8%
MCM
115
MAI Capital Management
Ohio
$1.08M +$16.8K +334 +2%
OWA
116
Octavia Wealth Advisors
Ohio
$1.03M +$108K +2,144 +12%
SFS
117
Sowell Financial Services
Arkansas
$984K +$157K +3,135 +19%
FMTC
118
Farmers & Merchants Trust Company
California
$949K +$73.3K +1,460 +8%
Comerica Bank
119
Comerica Bank
Texas
$949K +$175K +3,482 +23%
TCWM
120
Total Clarity Wealth Management
Illinois
$934K +$17.8K +354 +2%
WAM
121
Weatherly Asset Management
California
$891K -$46.4K -925 -5%
GWMR
122
GC Wealth Management RIA
Massachusetts
$882K +$881K +17,555 New
GM
123
GeoWealth Management
Illinois
$882K +$881K +17,555 New
SPC
124
Spirepoint Private Client
Florida
$872K
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$867K

GSY Hedge Fund Activity: Q3 2025 in Review

263 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q3 2025, worth a combined $1.83B — up 6.2% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSY positions and 27 closed out — a net gain of 5 holders — while 102 added to existing stakes and 95 trimmed.

The largest buyer was LPL Financial, adding an estimated $70.4M. The largest seller was Bank of America, cutting an estimated $17.1M.

  • 263 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q3 2025, down from 264 in Q2 2025.
  • Funds reported $1.83B of Invesco Ultra Short Duration ETF stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 32 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2025 and 27 closed out, a net change of +5 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q3 2025 was LPL Financial, an estimated $70.4M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q3 2025 was Bank of America, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.