Invesco Ultra Short Duration ETF
150 hedge funds and large institutions have $1.05B invested in Invesco Ultra Short Duration ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 9 closing their positions.
378% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 9
121% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 29
100% more funds holding in top 10
Funds holding in top 10: 8 → 16 (+8)
48% more capital invested
Capital invested by funds: $714M → $1.05B (+$341M)
27% more funds holding
Funds holding: 118 → 150 (+32)
5.13% more ownership
Funds ownership: 48.48% → 53.61% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$72.6M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$44.8M |
| 3 |
Morgan Stanley
New York
|
+$44.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$34.1M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAG
Financial Advisory Group
Houston,
Texas
|
-$25.9M |
| 2 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$6.02M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$4.26M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.27M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.97M |
GSY Hedge Fund Activity: Q4 2018 in Review
150 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2018, worth a combined $1.05B — up 48% from $714M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new GSY positions and 9 closed out — a net gain of 34 holders — while 64 added to existing stakes and 29 trimmed.
The largest buyer was Bank of America, adding an estimated $72.6M. The largest seller was Financial Advisory Group, cutting an estimated $25.9M.
- 150 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2018, up from 118 in Q3 2018.
- Funds reported $1.05B of Invesco Ultra Short Duration ETF stock for Q4 2018, up 48% quarter-over-quarter.
- 43 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2018 and 9 closed out, a net change of +34 holders.
- The largest Invesco Ultra Short Duration ETF buyer in Q4 2018 was Bank of America, an estimated $72.6M added.
- The largest Invesco Ultra Short Duration ETF seller in Q4 2018 was Financial Advisory Group, an estimated $25.9M sold.
Based on aggregated 13F filings for Q4 2018.