Invesco Ultra Short Duration ETF
224 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 33 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 25 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
1% more funds holding
Funds holding: 221 → 224 (+3)
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 (+$15M)
3.24% less ownership
Funds ownership: 66.51% → 63.27% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$15.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$9.86M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$8.28M |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$7.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$43.2M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$16M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$9.69M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$8.99M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$8.03M |
GSY Hedge Fund Activity: Q3 2024 in Review
224 of the 6,978 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: 33 funds opened new GSY positions and 25 closed out — a net gain of 8 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.
- 224 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.
- 33 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2024 and 25 closed out, a net change of +8 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.