Invesco Ultra Short Duration ETF
118 hedge funds and large institutions have $714M invested in Invesco Ultra Short Duration ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
47% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 36
45% more capital invested
Capital invested by funds: $491M → $714M (+$223M)
8% more funds holding
Funds holding: 109 → 118 (+9)
7.79% more ownership
Funds ownership: 40.69% → 48.48% (+7.8%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$86.9M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$56.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$43.2M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$24.2M |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.1M |
| 2 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$14.1M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$5.3M |
| 4 |
Jane Street
New York
|
-$4.81M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.66M |
GSY Hedge Fund Activity: Q3 2018 in Review
118 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q3 2018, worth a combined $714M — up 45% from $491M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new GSY positions and 13 closed out — a net gain of 9 holders — while 53 added to existing stakes and 36 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $86.9M. The largest seller was Envestnet Asset Management, cutting an estimated $19.1M.
- 118 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q3 2018, up from 109 in Q2 2018.
- Funds reported $714M of Invesco Ultra Short Duration ETF stock for Q3 2018, up 45% quarter-over-quarter.
- 22 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2018 and 13 closed out, a net change of +9 holders.
- The largest Invesco Ultra Short Duration ETF buyer in Q3 2018 was Morgan Stanley, an estimated $86.9M added.
- The largest Invesco Ultra Short Duration ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2018.