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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
HI
201
Harbour Investments
Wisconsin
$53.5K +$26.5K +529 +99%
KFI
202
Key Financial Inc
Pennsylvania
$52K – – –
WWMSC
203
Wagner Wealth Management (South Carolina)
South Carolina
$51.3K +$7.57K +151 +17%
HPC
204
HM Payson & Co
Maine
$50.2K – – –
CWP
205
Concord Wealth Partners
Virginia
$46.2K – – –
AWM
206
Avior Wealth Management
Nebraska
$43.9K – – –
NCM
207
Northwest Capital Management
Oregon
$35.1K +$34.7K +692 +8,650%
AF
208
Allworth Financial
California
$33.7K +$33.7K +672 New
OC
209
Oarsman Capital
Wisconsin
$22.6K +$22.6K +450 New
FGC
210
Financial Gravity Companies
Texas
$18.1K +$18K +360 New
T
211
Tidemark
California
$16.8K – – –
NFSG
212
Newbridge Financial Services Group
Florida
$16.2K +$4.06K +81 +34%
SWC
213
Spectrum Wealth Counsel
Indiana
$15.8K – – –
PCWA
214
Pacific Capital Wealth Advisors
California
$12.4K – – –
FHA
215
First Horizon Advisors
Tennessee
$10.6K – – –
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$7.58K +$7.57K +151 New
JFA
217
JNBA Financial Advisors
Minnesota
$6.85K +$100 +2 +1%
CA
218
CoreCap Advisors
Michigan
$4.21K – – –
DWM
219
Darwin Wealth Management
Florida
$2.85K +$2.86K +57 New
AIM
220
Astor Investment Management
Illinois
$1.86K -$9.82K -196 -84%
ATS
221
Ashton Thomas Securities
New York
$1.15K +$1.15K +23 New
TFA
222
Transamerica Financial Advisors
Florida
$1K – – –
GWANC
223
Guardian Wealth Advisors (North Carolina)
North Carolina
$552 – – –
Fidelity Investments
224
Fidelity Investments
Massachusetts
$50 +$50 +1 New
RCS
225
Retirement Capital Strategies
California
– -$16M -321,619 Closed
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.