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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
IFWM
126
Institute for Wealth Management
Colorado
$646K +$5.41K +108 +0.8%
FMTC
127
Farmers & Merchants Trust Company
California
$639K +$9.32K +186 +1%
JHCP
128
Jackson Hole Capital Partners
Oklahoma
$613K – – –
BWM
129
BlackDiamond Wealth Management
New York
$606K +$7.67K +153 +1%
ACM
130
Alpha Capital Management
Texas
$583K -$846K -16,875 -59%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$581K -$4.03M -80,515 -87%
PGWM
132
Pitti Group Wealth Management
New York
$573K – – –
PAMG
133
Patton Albertson Miller Group
Tennessee
$567K -$196K -3,905 -26%
TFCP
134
Twin Focus Capital Partners
Massachusetts
$551K – – –
CCM
135
Condor Capital Management
New Jersey
$520K +$8.12K +162 +2%
BRWA
136
B. Riley Wealth Advisors
Florida
$512K -$13.5K -269 -3%
TI
137
Tidal Investments
Wisconsin
$502K +$501K +10,000 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$500K -$93.8K -1,871 -16%
Comerica Bank
139
Comerica Bank
Texas
$492K +$72.1K +1,438 +17%
SPIA
140
Steward Partners Investment Advisory
New York
$472K +$214K +4,264 +83%
RFN
141
Redwood Financial Network
Ohio
$452K -$105K -2,099 -19%
Ameriprise
142
Ameriprise
Minnesota
$451K +$156K +3,119 +53%
4WM
143
4J Wealth Management
Virginia
$446K -$37.3K -744 -8%
FTA
144
Financial & Tax Architects
Missouri
$444K -$269K -5,368 -38%
SIMG
145
Sonora Investment Management Group
Arizona
$426K +$24.3K +485 +6%
IAA
146
Independent Advisor Alliance
North Carolina
$402K – – –
WGC
147
Watts Gwilliam & Co
Arizona
$402K +$401K +8,004 New
SC
148
Savant Capital
Illinois
$384K +$383K +7,644 New
NA
149
Nottingham Advisors
New York
$371K -$41K -818 -10%
PCM
150
Parsons Capital Management
Rhode Island
$355K – – –
4 5
6
7 8

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.