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Invesco Ultra Short Duration ETF
GSY

223 hedge funds and large institutions have $1.45B invested in Invesco Ultra Short Duration ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

8% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 75

1% more capital invested

Capital invested by funds: $1.43B → $1.45B (+$14.3M)

1% more funds holding

Funds holding: 221 → 223 (+2)

3.27% less ownership

Funds ownership: 66.51% → 63.24% (-3.3%)

Holders
223
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
81
Reduced
75
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
Cyndeo Wealth Partners
Florida
+$15.9M
2
Bank of America
Bank of America
North Carolina
+$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.86M
4
AWM
Axxcess Wealth Management
California
+$8.28M
5
CAAS
Capital Asset Advisory Services
Michigan
+$7.7M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$43.2M
2
RCS
Retirement Capital Strategies
California
-$16M
3
Mariner
Mariner
Kansas
-$9.69M
4
AAS
Ameritas Advisory Services
Nebraska
-$8.99M
5
SW
Simplicity Wealth
New Jersey
-$8.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$157M -$1.78M -35,565 -1%
LPL Financial
2
LPL Financial
California
$121M +$5.5M +109,682 +5%
Wells Fargo
3
Wells Fargo
California
$121M +$1.48M +29,607 +1%
Bank of America
4
Bank of America
North Carolina
$76.2M +$15.4M +306,503 +25%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$71.3M +$2.46M +49,171 +4%
GI
6
Gradient Investments
Minnesota
$69.2M -$1.89M -37,682 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$66.6M +$877K +17,507 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$52M – – –
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$38.7M +$3.59M +71,650 +10%
AWM
10
Axxcess Wealth Management
California
$31.7M +$8.28M +165,168 +35%
CAAS
11
Capital Asset Advisory Services
Michigan
$31.1M +$7.7M +153,711 +33%
Osaic Holdings
12
Osaic Holdings
Arizona
$26.4M +$5.86M +116,866 +28%
UBS Group
13
UBS Group
Switzerland
$25.8M +$6.38M +127,350 +33%
RJA
14
Raymond James & Associates
Florida
$24.1M +$757K +15,107 +3%
GIA
15
Gladstone Institutional Advisory
Florida
$22.3M -$1.1M -21,868 -5%
GT
16
Greenleaf Trust
Michigan
$21.3M -$569K -11,356 -3%
FMC
17
First Merchants Corp
Indiana
$19.8M +$125K +2,491 +0.6%
HNB
18
Huntington National Bank
Ohio
$19.3M – – –
AWS
19
Atria Wealth Solutions
New York
$18.5M -$3.06M -61,118 -14%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$18.1M -$610K -12,179 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.4M -$3.55M -70,832 -17%
AC
22
Avestar Capital
New York
$17M +$1.14M +22,797 +7%
JBA
23
Johnson Bixby & Associates
Washington
$16.5M -$503K -10,036 -3%
CWP
24
Cyndeo Wealth Partners
Florida
$15.9M +$15.9M +316,365 New
AAS
25
Ameritas Advisory Services
Nebraska
$13.9M -$8.99M -179,448 -39%
1
2 3 4 5

GSY Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q3 2024, worth a combined $1.45B — up 1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSY positions and 25 closed out — a net gain of 7 holders — while 81 added to existing stakes and 75 trimmed.

The largest buyer was Cyndeo Wealth Partners, opening a new position worth an estimated $15.9M. The largest seller was Flow Traders U.S., cutting an estimated $43.2M.

  • 223 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q3 2024, up from 221 in Q2 2024.
  • Funds reported $1.45B of Invesco Ultra Short Duration ETF stock for Q3 2024, up 1% quarter-over-quarter.
  • 32 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2024 and 25 closed out, a net change of +7 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q3 2024 was Cyndeo Wealth Partners, an estimated $15.9M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q3 2024 was Flow Traders U.S., an estimated $43.2M sold.

Based on aggregated 13F filings for Q3 2024.