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Invesco Ultra Short Duration ETF
GSY

266 hedge funds and large institutions have $1.64B invested in Invesco Ultra Short Duration ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 74 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

13% more funds holding

Funds holding: 236 → 266 (+30)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

2.96% more ownership

Funds ownership: 54.58% → 57.54% (+3%)

1% more capital invested

Capital invested by funds: $1.62B → $1.64B (+$19.2M)

25% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 99

Holders
266
Holders Change
+30
Holders Change %
+12.71%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
58
Increased
74
Reduced
99
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$20.7M
2
William Blair & Company
William Blair & Company
Illinois
+$18.6M
3
Morgan Stanley
Morgan Stanley
New York
+$12.6M
4
VIA
Vickerman Investment Advisors
Washington
+$9.78M
5
Jane Street
Jane Street
New York
+$8.49M

Top Sellers

1
IPW
IronBridge Private Wealth
Texas
-$24.6M
2
Creative Planning
Creative Planning
Kansas
-$16.5M
3
CF
Clarity Financial
Texas
-$15M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$13.6M
5
FFN
Focus Financial Network
Minnesota
-$6.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACK
176
Andrew C. Karlinski
$425K +$426K +8,453 New
CA
177
Calton & Associates
Florida
$424K -$10.5K -209 -2%
CCM
178
Chilton Capital Management
Texas
$420K – – –
MIH
179
Meitav Investment House
Israel
$420K +$26.3K +523 +7%
4WM
180
4J Wealth Management
Virginia
$419K -$50.4K -1,000 -11%
Citigroup
181
Citigroup
New York
$416K +$24.6K +489 +6%
SEIA
182
Signature Estate & Investment Advisors
California
$413K +$169K +3,357 +69%
HGERS
183
Householder Group Estate & Retirement Specialist
Arizona
$407K +$407K +8,082 New
RC
184
Randolph Company
Ohio
$404K -$336K -6,664 -45%
FT
185
Fiduciary Trust
Massachusetts
$402K – – –
CSA
186
Cottage Street Advisors
Massachusetts
$395K +$396K +7,863 New
RJT
187
Raymond James Trust
Florida
$386K +$145K +2,870 +60%
SWM
188
Spire Wealth Management
Virginia
$378K -$17.3K -344 -4%
AWM
189
AE Wealth Management
Kansas
$376K -$772K -15,332 -67%
LWM
190
Laidlaw Wealth Management
New York
$359K -$1.54M -30,575 -81%
HH
191
Hilltop Holdings
Texas
$349K -$50.5K -1,002 -13%
MSFS
192
Main Street Financial Solutions
Pennsylvania
$346K +$403 +8 +0.1%
IA
193
Insight Advisors
Pennsylvania
$345K – – –
MA
194
Mutual Advisors
Nebraska
$341K -$3.98K -79 -1%
GC
195
Guggenheim Capital
Illinois
$340K – – –
TCFP
196
Treasure Coast Financial Planning
Florida
$338K +$339K +6,730 New
C
197
Certuity
Florida
$329K -$17.3K -344 -5%
DC
198
Davenport & Co
Virginia
$323K -$58.2K -1,156 -15%
BAAM
199
Baker Avenue Asset Management
California
$314K -$410K -8,145 -57%
COF
200
Capital One Financial
Virginia
$312K -$139K -2,756 -31%
6 7
8
9 10

GSY Hedge Fund Activity: Q4 2021 in Review

266 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2021, worth a combined $1.64B — up 1.2% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new GSY positions and 22 closed out — a net gain of 36 holders — while 74 added to existing stakes and 99 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $20.7M. The largest seller was IronBridge Private Wealth, cutting an estimated $24.6M.

  • 266 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $1.64B of Invesco Ultra Short Duration ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 58 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $20.7M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q4 2021 was IronBridge Private Wealth, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2021.