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Invesco Ultra Short Duration ETF
GSY

250 hedge funds and large institutions have $1.84B invested in Invesco Ultra Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 69

27% more capital invested

Capital invested by funds: $1.45B → $1.84B (+$395M)

12% more funds holding

Funds holding: 223 → 250 (+27)

1% more ownership

Funds ownership: 63.24% → 64.25% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
250
Holders Change
+27
Holders Change %
+12.11%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
47
Increased
104
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
Napa Wealth Management
California
+$23.7M
2
AWS
Atria Wealth Solutions
New York
+$20.8M
3
IAA
Independent Advisor Alliance
North Carolina
+$18.1M
4
Morgan Stanley
Morgan Stanley
New York
+$16.8M
5
Wells Fargo
Wells Fargo
California
+$14.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$26.2M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.87M
4
AC
Avestar Capital
New York
-$8.5M
5
AAS
Ameritas Advisory Services
Nebraska
-$6.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
151
Gateway Wealth Partners
Wisconsin
$619K -$90.8K -1,810 -13%
JHCP
152
Jackson Hole Capital Partners
Oklahoma
$612K – – –
RC
153
Rovin Capital
Arizona
$591K +$591K +11,793 New
WWMSC
154
Wagner Wealth Management (South Carolina)
South Carolina
$569K +$518K +10,330 +1,011%
TCWM
155
Total Clarity Wealth Management
Illinois
$566K +$567K +11,300 New
AAS
156
Asset Allocation Strategies
Michigan
$551K +$551K +10,992 New
Ameriprise
157
Ameriprise
Minnesota
$551K +$101K +2,008 +22%
TFCP
158
Twin Focus Capital Partners
Massachusetts
$550K – – –
KWM
159
Kingsview Wealth Management
Oregon
$534K +$534K +10,647 New
CCM
160
Condor Capital Management
New Jersey
$532K +$13.2K +263 +3%
PAMG
161
Patton Albertson Miller Group
Tennessee
$527K -$38.6K -770 -7%
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$473K +$166K +3,314 +54%
Comerica Bank
163
Comerica Bank
Texas
$467K -$24.1K -480 -5%
RFN
164
Redwood Financial Network
Ohio
$465K +$13.7K +273 +3%
NAS
165
NWF Advisory Services
California
$458K +$458K +9,134 New
4WM
166
4J Wealth Management
Virginia
$455K +$10K +200 +2%
WGC
167
Watts Gwilliam & Co
Arizona
$454K +$52.3K +1,044 +13%
FTA
168
Financial & Tax Architects
Missouri
$448K +$4.41K +88 +1%
CA
169
Calton & Associates
Florida
$437K +$135K +2,702 +45%
PCS
170
Private Client Services
Kentucky
$425K +$107K +2,138 +34%
KW
171
KWB Wealth
California
$411K +$104K +2,076 +34%
ACA
172
Aptus Capital Advisors
Alabama
$358K +$358K +7,138 New
NCFG
173
New Century Financial Group
New Jersey
$346K +$4.81K +96 +1%
BCA
174
Bay Colony Advisors
Massachusetts
$345K -$1.17M -23,431 -77%
FAIM
175
Financial Advocates Investment Management
Washington
$337K -$11.9K -237 -3%
5 6
7
8 9

GSY Hedge Fund Activity: Q4 2024 in Review

250 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2024, worth a combined $1.84B — up 27% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GSY positions and 16 closed out — a net gain of 31 holders — while 104 added to existing stakes and 69 trimmed.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $23.7M. The largest seller was Bank of America, cutting an estimated $26.2M.

  • 250 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2024, up from 223 in Q3 2024.
  • Funds reported $1.84B of Invesco Ultra Short Duration ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 47 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2024 and 16 closed out, a net change of +31 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q4 2024 was Napa Wealth Management, an estimated $23.7M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q4 2024 was Bank of America, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2024.