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Invesco Ultra Short Duration ETF

264 hedge funds and large institutions have $1.72B invested in Invesco Ultra Short Duration ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

2% more funds holding

Funds holding: 259264 (+5)

1.28% more ownership

Funds ownership: 61.07%62.35% (+1.3%)

1% less capital invested

Capital invested by funds: $1.74B → $1.72B (-$18.3M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
264
Holders Change
+5
Holders Change %
+1.93%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
112
Reduced
89
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Weatherly Asset Management
California
$936K +$3.76K +75 +0.4%
OWA
127
Octavia Wealth Advisors
Ohio
$924K -$116K -2,322 -11%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$920K -$56.3K -1,124 -6%
TCWM
129
Total Clarity Wealth Management
Illinois
$915K +$357K +7,115 +64%
TCG
130
Transcendent Capital Group
Oklahoma
$889K -$1.23M -24,519 -58%
FMTC
131
Farmers & Merchants Trust Company
California
$874K -$501 -10 -0.1%
SPC
132
Spirepoint Private Client
Florida
$870K +$869K +17,350 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$865K
AWA
134
Arete Wealth Advisors
Illinois
$857K -$2.2M -43,897 -72%
HH
135
Hilltop Holdings
Texas
$846K +$43.8K +875 +5%
GS
136
GTS Securities
New York
$837K +$569K +11,351 +212%
WI
137
WBI Investments
New Jersey
$828K +$477K +9,527 +137%
WWM
138
WT Wealth Management
Arizona
$826K +$35.3K +705 +4%
SFS
139
Sowell Financial Services
Arkansas
$825K -$15.8K -315 -2%
CPW
140
Catalyst Private Wealth
California
$802K
Comerica Bank
141
Comerica Bank
Texas
$773K +$292K +5,823 +61%
BRWA
142
B. Riley Wealth Advisors
Florida
$769K +$768K +15,335 New
AWP
143
Astra Wealth Partners
New Jersey
$767K +$767K +15,300 New
SWP
144
Stratos Wealth Partners
Ohio
$741K +$113K +2,264 +18%
IFWM
145
Institute for Wealth Management
Colorado
$727K +$70.4K +1,405 +11%
PBF
146
Petix & Botte Financial
California
$711K -$76.2K -1,520 -10%
US Bancorp
147
US Bancorp
Minnesota
$710K
CPIG
148
Chicago Partners Investment Group
Illinois
$687K +$2.21K +44 +0.3%
PCM
149
Prelude Capital Management
New York
$676K +$676K +13,490 New
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$674K +$257K +5,119 +61%

GSY Hedge Fund Activity: Q2 2025 in Review

264 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q2 2025, worth a combined $1.72B — down 1% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GSY positions and 22 closed out — a net gain of 13 holders — while 112 added to existing stakes and 89 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $67.6M sold.

  • 264 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q2 2025, up from 259 in Q1 2025.
  • Funds reported $1.72B of Invesco Ultra Short Duration ETF stock for Q2 2025, down 1% quarter-over-quarter.
  • 35 funds opened new Invesco Ultra Short Duration ETF positions in Q2 2025 and 22 closed out, a net change of +13 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q2 2025 was LPL Financial, an estimated $25.1M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q2 2025 was Renaissance Technologies, an estimated $67.6M sold.

Based on aggregated 13F filings for Q2 2025.