Invesco Ultra Short Duration ETF
190 hedge funds and large institutions have $1.35B invested in Invesco Ultra Short Duration ETF in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 13 closing their positions.
200% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 13
50% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 52
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
14% more funds holding
Funds holding: 166 → 190 (+24)
7% more capital invested
Capital invested by funds: $1.26B → $1.35B (+$87.5M)
0.58% less ownership
Funds ownership: 50.04% → 49.46% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$39M |
| 2 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$24.8M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$21.8M |
| 4 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$16.6M |
| 5 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$54.3M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$34.6M |
| 3 |
Morgan Stanley
New York
|
-$19.1M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$7.03M |
| 5 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$6.38M |
GSY Hedge Fund Activity: Q4 2019 in Review
190 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2019, worth a combined $1.35B — up 6.9% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new GSY positions and 13 closed out — a net gain of 26 holders — while 78 added to existing stakes and 52 trimmed.
The largest buyer was Wells Fargo, adding an estimated $39M. The largest seller was Bank of America, cutting an estimated $54.3M.
- 190 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2019, up from 166 in Q3 2019.
- Funds reported $1.35B of Invesco Ultra Short Duration ETF stock for Q4 2019, up 6.9% quarter-over-quarter.
- 39 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2019 and 13 closed out, a net change of +26 holders.
- The largest Invesco Ultra Short Duration ETF buyer in Q4 2019 was Wells Fargo, an estimated $39M added.
- The largest Invesco Ultra Short Duration ETF seller in Q4 2019 was Bank of America, an estimated $54.3M sold.
Based on aggregated 13F filings for Q4 2019.