GSY icon

Invesco Ultra Short Duration ETF
GSY

Overview Fund Activity

247 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 46 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
247
Holders Change
+26
Holders Change %
+11.76%
% 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
46
Increased
102
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$34.9M
2
NWM
2
Napa Wealth Management
California
$23.7M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$259M
4
AWS
4
Atria Wealth Solutions
New York
$39.3M
5
IAA
5
Independent Advisor Alliance
North Carolina
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$57.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AC
4
Avestar Capital
New York
$8.46M
5
AAS
5
Ameritas Advisory Services
Nebraska
$7.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
151
Wagner Wealth Management
South Carolina
$569K 11,352 +10,330 +1,011%
TCWM
152
Total Clarity Wealth Management
Illinois
$566K 11,300 +11,300 New
AAS
153
Asset Allocation Strategies
Michigan
$551K 10,992 +10,992 New
Ameriprise
154
Ameriprise
Minnesota
$551K 11,000 +2,008 +22%
TFCP
155
Twin Focus Capital Partners
Massachusetts
$550K 10,980 – –
KWM
156
Kingsview Wealth Management
Oregon
$534K 10,647 +10,647 New
CCM
157
Condor Capital Management
New Jersey
$532K 10,620 +263 +3%
PAMG
158
Patton Albertson Miller Group
Tennessee
$527K 10,522 -770 -7%
Focus Partners Wealth
159
Focus Partners Wealth
Massachusetts
$473K 9,443 +3,314 +54%
Comerica Bank
160
Comerica Bank
Texas
$467K 9,325 -480 -5%
RFN
161
Redwood Financial Network
Ohio
$465K 9,275 +273 +3%
NAS
162
NWF Advisory Services
California
$458K 9,134 +9,134 New
4WM
163
4J Wealth Management
Virginia
$455K 9,081 +200 +2%
WGC
164
Watts Gwilliam & Co
Arizona
$454K 9,048 +1,044 +13%
FTA
165
Financial & Tax Architects
Missouri
$448K 8,944 +88 +1%
CA
166
Calton & Associates
Florida
$437K 8,730 +2,702 +45%
PCS
167
Private Client Services
Kentucky
$425K 8,476 +2,138 +34%
KW
168
KWB Wealth
California
$411K 8,181 +2,076 +34%
ACA
169
Aptus Capital Advisors
Alabama
$358K 7,138 +7,138 New
NCFG
170
New Century Financial Group
New Jersey
$346K 6,898 +96 +1%
BCA
171
Bay Colony Advisors
Massachusetts
$345K 6,875 -23,431 -77%
FAIM
172
Financial Advocates Investment Management
Washington
$337K 6,728 -237 -3%
PCM
173
Parsons Capital Management
Rhode Island
$334K 6,662 -410 -6%
MSFS
174
Main Street Financial Solutions
Pennsylvania
$331K 6,603 +32 +0.5%
FIA
175
Foundations Investment Advisors
Arizona
$328K 6,554 -368 -5%
5 6
7
8 9