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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
FAIM
151
Financial Advocates Investment Management
Washington
$350K -$63.9K -1,275 -15%
FIA
152
Foundations Investment Advisors
Arizona
$347K -$123K -2,463 -26%
SA
153
Strategic Advocates
Utah
$345K +$345K +6,883 New
NCFG
154
New Century Financial Group
New Jersey
$341K +$341K +6,802 New
NS
155
NBC Securities
Alabama
$337K -$591K -11,790 -64%
EC
156
EdgeRock Capital
Colorado
$334K +$109K +2,170 +48%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$330K +$4.31K +86 +1%
PCS
158
Private Client Services
Kentucky
$318K +$318K +6,338 New
CB
159
Commerce Bank
Missouri
$311K – – –
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$308K +$307K +6,129 New
KW
161
KWB Wealth
California
$305K +$4.11K +82 +1%
CA
162
Calton & Associates
Florida
$302K -$144K -2,864 -32%
DDPIC
163
Deroy & Devereaux Private Investment Counsel
Michigan
$301K – – –
IA
164
Insight Advisors
Pennsylvania
$294K – – –
AAS
165
Avantax Advisory Services
Texas
$288K -$183K -3,651 -39%
DC
166
Davenport & Co
Virginia
$277K -$4.71K -94 -2%
LCGC
167
Legacy Capital Group California
California
$277K +$5.86K +117 +2%
RI
168
Ridgewood Investments
New Jersey
$269K -$50 -1 -0%
RSS
169
Rosenblum Silverman Sutton
California
$268K – – –
AQR Capital Management
170
AQR Capital Management
Connecticut
$264K – – –
HCA
171
Heck Capital Advisors
Wisconsin
$254K +$72.2K +1,440 +40%
MA
172
Montag & Associates
Georgia
$245K – – –
GWM
173
Geneos Wealth Management
Colorado
$237K +$7.97K +159 +3%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$236K – – –
IGGA
175
Iron Gate Global Advisors
Utah
$234K -$40.1K -800 -15%
5 6
7
8 9

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.