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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
FHA
176
Flagship Harbor Advisors
Massachusetts
$231K +$5.41K +108 +2%
CP
177
Castleview Partners
Texas
$226K +$226K +4,511 New
BWL
178
Bogart Wealth LLC
Virginia
$226K +$351 +7 +0.2%
AP
179
Atwood & Palmer
Missouri
$223K -$78.9K -1,575 -26%
ACM
180
AlphaStar Capital Management
North Carolina
$221K -$6.36K -127 -3%
LSPW
181
Lake Street Private Wealth
Illinois
$214K +$214K +4,274 New
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$212K -$3.66K -73 -2%
PIA
183
Perennial Investment Advisors
California
$211K -$179K -3,564 -46%
DA
184
Detalus Advisors
Missouri
$211K – – –
TSS
185
Two Sigma Securities
New York
$208K -$305K -6,081 -59%
NW
186
NewEdge Wealth
Pennsylvania
$206K -$150K -3,000 -42%
VF
187
VitalStone Financial
Texas
$205K -$40.2K -803 -16%
ANTB
188
AMG National Trust Bank
Colorado
$201K +$200K +4,000 New
MM
189
Main Management
California
$183K – – –
Citigroup
190
Citigroup
New York
$174K -$41K -818 -19%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$170K +$159K +3,181 +1,598%
PA
192
Parallel Advisors
California
$161K -$99.8K -1,991 -38%
AIC
193
Archer Investment Corporation
Indiana
$147K +$147K +2,931 New
CFGS
194
Concourse Financial Group Securities
Alabama
$146K +$14K +280 +11%
TCG
195
Transcendent Capital Group
Oklahoma
$126K – – –
GWSG
196
GPS Wealth Strategies Group
Colorado
$122K -$20.4K -408 -14%
CCM
197
Chilton Capital Management
Texas
$97.3K – – –
William Blair & Company
198
William Blair & Company
Illinois
$88.4K -$5.51K -110 -6%
PWS
199
Peterson Wealth Services
Utah
$84.1K +$84K +1,677 New
MPCG
200
Matrix Private Capital Group
New York
$68.7K – – –
6 7
8
9 10

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.