Invesco Ultra Short Duration ETF
230 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 29 closing their positions.
62% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 29
25% more funds holding in top 10
Funds holding in top 10: 20 → 25 (+5)
6% more capital invested
Capital invested by funds: $1.48B → $1.58B (+$96.2M)
6% more funds holding
Funds holding: 216 → 230 (+14)
2.38% more ownership
Funds ownership: 49.92% → 52.3% (+2.4%)
6% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBSB
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
+$61.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$18.2M |
| 3 |
MA
Montag & Associates
Atlanta,
Georgia
|
+$5.75M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.54M |
| 5 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.4M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$20.3M |
| 3 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
-$12.7M |
| 4 |
VBFG
Vishria Bird Financial Group
Memphis,
Tennessee
|
-$9.86M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$8.31M |
GSY Hedge Fund Activity: Q4 2020 in Review
230 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2020, worth a combined $1.58B — up 6.5% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new GSY positions and 29 closed out — a net gain of 18 holders — while 82 added to existing stakes and 77 trimmed.
The largest buyer was Sullivan, Bruyette, Speros & Blaney, adding an estimated $61.7M. The largest seller was Osaic Holdings, cutting an estimated $32.4M.
- 230 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2020, up from 216 in Q3 2020.
- Funds reported $1.58B of Invesco Ultra Short Duration ETF stock for Q4 2020, up 6.5% quarter-over-quarter.
- 47 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2020 and 29 closed out, a net change of +18 holders.
- The largest Invesco Ultra Short Duration ETF buyer in Q4 2020 was Sullivan, Bruyette, Speros & Blaney, an estimated $61.7M added.
- The largest Invesco Ultra Short Duration ETF seller in Q4 2020 was Osaic Holdings, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2020.