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Invesco Ultra Short Duration ETF

264 hedge funds and large institutions have $1.72B invested in Invesco Ultra Short Duration ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 89

2% more funds holding

Funds holding: 259264 (+5)

1.28% more ownership

Funds ownership: 61.07%62.35% (+1.3%)

1% less capital invested

Capital invested by funds: $1.74B → $1.72B (-$18.3M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
264
Holders Change
+5
Holders Change %
+1.93%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
112
Reduced
89
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$205M +$17.6M +350,755 +9%
Morgan Stanley
2
Morgan Stanley
New York
$203M +$5.78M +115,256 +3%
LPL Financial
3
LPL Financial
California
$191M +$25.1M +501,217 +15%
Bank of America
4
Bank of America
North Carolina
$78.2M +$20.4M +406,664 +35%
GI
5
Gradient Investments
Minnesota
$72.8M -$1.84M -36,711 -2%
UBS Group
6
UBS Group
Switzerland
$62M +$17.2M +343,366 +38%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$48.5M +$2.53M +50,445 +6%
AWM
8
Axxcess Wealth Management
California
$46.6M +$8.32M +166,046 +22%
Raymond James Financial
9
Raymond James Financial
Florida
$45.7M +$6.54M +130,482 +17%
CAAS
10
Capital Asset Advisory Services
Michigan
$40.3M +$4.01M +79,963 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$36.3M +$11.6M +232,130 +47%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.4M +$12M +238,766 +65%
AWS
13
Atria Wealth Solutions
New York
$29.1M -$22.6M -451,349 -44%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$26.5M -$207K -4,140 -0.8%
GIA
15
Gladstone Institutional Advisory
Florida
$22.5M +$3.42M +68,293 +18%
HNB
16
Huntington National Bank
Ohio
$21.2M
JP Morgan Chase
17
JP Morgan Chase
New York
$20.9M -$20M -399,732 -49%
GT
18
Greenleaf Trust
Michigan
$19M -$2.75M -54,868 -13%
CWP
19
Cyndeo Wealth Partners
Florida
$17.7M +$206K +4,106 +1%
JBA
20
Johnson Bixby & Associates
Washington
$16.1M +$294K +5,863 +2%
FTS
21
Fifth Third Securities
Ohio
$15.2M +$545K +10,874 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$14.8M +$10.6M +210,589 +248%
GAM
23
Gotham Asset Management
New York
$14.5M +$82.9K +1,655 +0.6%
FMC
24
First Merchants Corp
Indiana
$14.1M -$315K -6,291 -2%
PAG
25
Private Advisor Group
New Jersey
$13.1M +$1.41M +28,053 +12%

GSY Hedge Fund Activity: Q2 2025 in Review

264 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q2 2025, worth a combined $1.72B — down 1% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GSY positions and 22 closed out — a net gain of 13 holders — while 112 added to existing stakes and 89 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.1M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $67.6M sold.

  • 264 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q2 2025, up from 259 in Q1 2025.
  • Funds reported $1.72B of Invesco Ultra Short Duration ETF stock for Q2 2025, down 1% quarter-over-quarter.
  • 35 funds opened new Invesco Ultra Short Duration ETF positions in Q2 2025 and 22 closed out, a net change of +13 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q2 2025 was LPL Financial, an estimated $25.1M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q2 2025 was Renaissance Technologies, an estimated $67.6M sold.

Based on aggregated 13F filings for Q2 2025.