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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
BRWM
201
B. Riley Wealth Management
Tennessee
$305K -$52.3K -1,038 -15%
DDPIC
202
Deroy & Devereaux Private Investment Counsel
Michigan
$302K – – –
PA
203
Probity Advisors
Texas
$302K +$353 +7 +0.1%
DAM
204
Derbend Asset Management
Georgia
$298K +$299K +5,933 New
EWM
205
Endowment Wealth Management
Wisconsin
$295K +$296K +5,872 New
OIA
206
OneDigital Investment Advisors
Kansas
$292K – – –
FMTC
207
Farmers & Merchants Trust Company
California
$291K – – –
ES
208
ETF Store
Kansas
$287K +$288K +5,725 New
RI
209
Ridgewood Investments
New Jersey
$270K – – –
HI
210
Harbour Investments
Wisconsin
$264K -$169K -3,365 -39%
SIMG
211
Sonora Investment Management Group
Arizona
$264K +$264K +5,248 New
BCA
212
Bay Colony Advisors
Massachusetts
$262K +$262K +5,209 New
PCM
213
Parsons Capital Management
Rhode Island
$253K -$17.6K -350 -6%
TSS
214
Two Sigma Securities
New York
$251K +$252K +4,996 New
LA
215
LexAurum Advisors
Kansas
$250K – – –
EH
216
Equitable Holdings
New York
$242K -$370K -7,346 -60%
AIP
217
Almanack Investment Partners
Pennsylvania
$242K -$3.48K -69 -1%
TCWM
218
Total Clarity Wealth Management
Illinois
$240K -$25.9K -515 -10%
TI
219
Tidal Investments
Wisconsin
$238K -$74.7K -1,484 -24%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$236K +$100K +1,992 +74%
CCFM
221
Clear Creek Financial Management
Washington
$235K -$1.01K -20 -0.4%
OCM
222
One Capital Management
California
$227K +$227K +4,517 New
IWM
223
IHT Wealth Management
Illinois
$226K +$15.3K +303 +7%
KF
224
Krilogy Financial
Missouri
$224K – – –
PFBT
225
Parkside Financial Bank & Trust
Missouri
$214K – – –
7 8
9
10 11

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.