Invesco Ultra Short Duration ETF
265 hedge funds and large institutions have $1.65B invested in Invesco Ultra Short Duration ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 73 increasing their positions, 99 reducing their positions, and 22 closing their positions.
164% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 22
12% more funds holding
Funds holding: 236 → 265 (+29)
2.96% more ownership
Funds ownership: 54.58% → 57.53% (+3%)
1% more capital invested
Capital invested by funds: $1.63B → $1.65B (+$19.5M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
26% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.7M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$18.6M |
| 3 |
Morgan Stanley
New York
|
+$12.6M |
| 4 |
VIA
Vickerman Investment Advisors
Spokane,
Washington
|
+$9.78M |
| 5 |
Jane Street
New York
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$24.6M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$16.5M |
| 3 |
CF
Clarity Financial
Houston,
Texas
|
-$15M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$13.6M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$6.76M |
GSY Hedge Fund Activity: Q4 2021 in Review
265 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q4 2021, worth a combined $1.65B — up 1.2% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new GSY positions and 22 closed out — a net gain of 36 holders — while 73 added to existing stakes and 99 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $20.7M. The largest seller was IronBridge Private Wealth, cutting an estimated $24.6M.
- 265 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q4 2021, up from 236 in Q3 2021.
- Funds reported $1.65B of Invesco Ultra Short Duration ETF stock for Q4 2021, up 1.2% quarter-over-quarter.
- 58 funds opened new Invesco Ultra Short Duration ETF positions in Q4 2021 and 22 closed out, a net change of +36 holders.
- The largest Invesco Ultra Short Duration ETF buyer in Q4 2021 was Raymond James & Associates, an estimated $20.7M added.
- The largest Invesco Ultra Short Duration ETF seller in Q4 2021 was IronBridge Private Wealth, an estimated $24.6M sold.
Based on aggregated 13F filings for Q4 2021.