Invesco Ultra Short Duration ETF
214 hedge funds and large institutions have $1.29B invested in Invesco Ultra Short Duration ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 30 closing their positions.
0.88% more ownership
Funds ownership: 64.4% → 65.28% (+0.88%)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
2% less funds holding
Funds holding: 219 → 214 (-5)
8% less capital invested
Capital invested by funds: $1.41B → $1.29B (-$117M)
38% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 94
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$21.6M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$20.7M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$20.6M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$20.3M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
-$73M |
| 2 |
TC
Trust Company
Manhattan,
Kansas
|
-$46.2M |
| 3 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
-$31.1M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$27.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$12.3M |
GSY Hedge Fund Activity: Q1 2023 in Review
214 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q1 2023, worth a combined $1.29B — down 8.3% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of GSY and 29 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 58 added.
The largest buyer was Jane Street, adding an estimated $21.6M. The largest seller was TruWealth Advisors, cutting an estimated $73M.
- 214 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q1 2023, down from 219 in Q4 2022.
- Funds reported $1.29B of Invesco Ultra Short Duration ETF stock for Q1 2023, down 8.3% quarter-over-quarter.
- 29 funds opened new Invesco Ultra Short Duration ETF positions in Q1 2023 and 30 closed out, a net change of -1 holder.
- The largest Invesco Ultra Short Duration ETF buyer in Q1 2023 was Jane Street, an estimated $21.6M added.
- The largest Invesco Ultra Short Duration ETF seller in Q1 2023 was TruWealth Advisors, an estimated $73M sold.
Based on aggregated 13F filings for Q1 2023.