Invesco Ultra Short Duration ETF
229 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 29 closing their positions.
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% more capital invested
Capital invested by funds: $1.58B → $1.58B (+$3.08M)
0% less funds holding
Funds holding: 230 → 229 (-1)
1.02% less ownership
Funds ownership: 52.3% → 51.28% (-1%)
11% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 92
36% less funds holding in top 10
Funds holding in top 10: 25 → 16 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
+$44M |
| 2 |
Morgan Stanley
New York
|
+$20.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$16.4M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$10.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Pacific Wealth Management
San Diego,
California
|
-$27.3M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$19.8M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$13.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.62M |
GSY Hedge Fund Activity: Q1 2021 in Review
229 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q1 2021, worth a combined $1.58B — up 0.2% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new GSY positions and 29 closed out — a net gain of 2 holders — while 82 added to existing stakes and 92 trimmed.
The largest buyer was TruWealth Advisors, adding an estimated $44M. The largest seller was Pacific Wealth Management, exiting entirely with an estimated $27.3M sold.
- 229 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q1 2021, down from 230 in Q4 2020.
- Funds reported $1.58B of Invesco Ultra Short Duration ETF stock for Q1 2021, up 0.2% quarter-over-quarter.
- 31 funds opened new Invesco Ultra Short Duration ETF positions in Q1 2021 and 29 closed out, a net change of +2 holders.
- The largest Invesco Ultra Short Duration ETF buyer in Q1 2021 was TruWealth Advisors, an estimated $44M added.
- The largest Invesco Ultra Short Duration ETF seller in Q1 2021 was Pacific Wealth Management, an estimated $27.3M sold.
Based on aggregated 13F filings for Q1 2021.