GSY icon

Invesco Ultra Short Duration ETF
GSY

Overview Fund Activity

236 hedge funds and large institutions have $1.71B invested in Invesco Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
236
Holders Change
+8
Holders Change %
+3.51%
% of All Funds
4.12%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
29
Increased
70
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$102M
2
CF
2
Clarity Financial
Texas
$38.7M
3
Jane Street
3
Jane Street
New York
$30.6M
4
TA
4
TruWealth Advisors
Louisiana
$64.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.2M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$22.1M
2
AC
2
Avestar Capital
New York
$7.62M
3
PPW
3
Pasadena Private Wealth
California
$9.79M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$3.77M
5
RJA
5
Raymond James & Associates
Florida
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$309M 6,117,047 +101,972 +2%
Bank of America
2
Bank of America
North Carolina
$168M 3,331,589 +197,796 +6%
Wells Fargo
3
Wells Fargo
California
$114M 2,267,026 -31,789 -1%
Creative Planning
4
Creative Planning
Kansas
$102M 2,015,340 +2,015,340 New
LPL Financial
5
LPL Financial
California
$81.2M 1,608,940 +41,449 +3%
TA
6
TruWealth Advisors
Louisiana
$64.6M 1,280,361 +395,674 +45%
CF
7
Clarity Financial
Texas
$38.7M 766,620 +713,334 +1,339%
JBA
8
Johnson Bixby & Associates
Washington
$38.5M 761,977 +63,210 +9%
GC
9
Gratus Capital
Georgia
$32.4M 641,340 +104,863 +20%
Jane Street
10
Jane Street
New York
$30.6M 607,061 +571,968 +1,630%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$27.9M 551,783 – –
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$26.4M 523,212 -71,146 -12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$26.2M 518,311 +357,334 +222%
NA
14
Nottingham Advisors
New York
$22.8M 451,686 -31,427 -7%
AIC
15
Ameritas Investment Company
Nebraska
$22.1M 2,820 -170,788 -98%
UBS Group
16
UBS Group
Switzerland
$21.4M 424,838 -109,868 -21%
RJA
17
Raymond James & Associates
Florida
$20.9M 414,342 -127,779 -24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20.7M 410,769 -88,873 -18%
Osaic Holdings
19
Osaic Holdings
Arizona
$20.6M 407,592 -25,875 -6%
AP
20
Advisors Preferred
Maryland
$20.3M 373,391 +28,321 +8%
AP
21
Atwood & Palmer
Missouri
$19.5M 385,819 -3,010 -0.8%
Renaissance Technologies
22
Renaissance Technologies
New York
$19.1M 377,448 +138,348 +58%
WMG
23
WESCAP Management Group
California
$16.2M 320,748 -63,505 -17%
Citadel Advisors
24
Citadel Advisors
Florida
$15.2M 301,013 -22,965 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$14.8M 293,339 +34,111 +13%
1
2 3 4 5