Invesco Ultra Short Duration ETF
204 hedge funds and large institutions have $1.18B invested in Invesco Ultra Short Duration ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 93 reducing their positions, and 37 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
0.03% less ownership
Funds ownership: 64.72% → 64.7% (-0.03%)
2% less capital invested
Capital invested by funds: $1.21B → $1.18B (-$29.2M)
8% less funds holding
Funds holding: 222 → 204 (-18)
31% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 93
49% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$23.8M |
| 2 |
AC
Avestar Capital
New York
|
+$21.9M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$12.7M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$12.5M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$21.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$20.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.3M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$9.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.1M |
GSY Hedge Fund Activity: Q3 2023 in Review
204 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q3 2023, worth a combined $1.18B — down 2.4% from $1.21B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of GSY and 19 opened new positions — a net loss of 18 holders — while 93 trimmed existing stakes and 64 added.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $21.1M.
- 204 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q3 2023, down from 222 in Q2 2023.
- Funds reported $1.18B of Invesco Ultra Short Duration ETF stock for Q3 2023, down 2.4% quarter-over-quarter.
- 19 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2023 and 37 closed out, a net change of -18 holders.
- The largest Invesco Ultra Short Duration ETF buyer in Q3 2023 was Ameritas Advisory Services, an estimated $23.8M added.
- The largest Invesco Ultra Short Duration ETF seller in Q3 2023 was Jane Street, an estimated $21.1M sold.
Based on aggregated 13F filings for Q3 2023.