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Invesco Ultra Short Duration ETF

263 hedge funds and large institutions have $1.83B invested in Invesco Ultra Short Duration ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

6% more capital invested

Capital invested by funds: $1.72B → $1.83B (+$107M)

7% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 95

0% less funds holding

Funds holding: 264263 (-1)

0.54% less ownership

Funds ownership: 62.35%61.81% (-0.54%)

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
32
Increased
102
Reduced
95
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$262M +$70.4M +1,401,509 +37%
Morgan Stanley
2
Morgan Stanley
New York
$242M +$38.6M +767,759 +19%
Wells Fargo
3
Wells Fargo
California
$194M -$11.8M -235,087 -6%
GI
4
Gradient Investments
Minnesota
$72.2M -$727K -14,479 -1%
UBS Group
5
UBS Group
Switzerland
$68M +$5.9M +117,498 +10%
Bank of America
6
Bank of America
North Carolina
$61.2M -$17.1M -341,116 -22%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$51.2M +$2.6M +51,750 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$50.3M +$4.56M +90,754 +10%
AWM
9
Axxcess Wealth Management
California
$47.9M +$1.26M +25,089 +3%
CAAS
10
Capital Asset Advisory Services
Michigan
$41.9M +$1.47M +29,280 +4%
BI
11
Bramshill Investments
Florida
$41.5M +$41.5M +826,495 New
Osaic Holdings
12
Osaic Holdings
Arizona
$37.9M +$1.58M +31,416 +4%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$26.8M +$201K +4,010 +0.8%
GT
14
Greenleaf Trust
Michigan
$22M +$3.06M +60,957 +16%
GIA
15
Gladstone Institutional Advisory
Florida
$21.9M -$628K -12,500 -3%
HNB
16
Huntington National Bank
Ohio
$21.4M
JP Morgan Chase
17
JP Morgan Chase
New York
$19.9M -$943K -18,783 -5%
PPW
18
Pasadena Private Wealth
California
$19M +$19M +378,269 New
CWP
19
Cyndeo Wealth Partners
Florida
$17.7M -$66K -1,315 -0.4%
JBA
20
Johnson Bixby & Associates
Washington
$17.5M +$1.39M +27,641 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$16.8M -$13.7M -272,807 -45%
GAM
22
Gotham Asset Management
New York
$14.7M +$229K +4,563 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$14M -$867K -17,260 -6%
FMC
24
First Merchants Corp
Indiana
$13.7M -$457K -9,102 -3%
FTS
25
Fifth Third Securities
Ohio
$13.1M -$2.19M -43,694 -14%

GSY Hedge Fund Activity: Q3 2025 in Review

263 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Ultra Short Duration ETF (GSY) for Q3 2025, worth a combined $1.83B — up 6.2% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSY positions and 27 closed out — a net gain of 5 holders — while 102 added to existing stakes and 95 trimmed.

The largest buyer was LPL Financial, adding an estimated $70.4M. The largest seller was Bank of America, cutting an estimated $17.1M.

  • 263 institutional investors held Invesco Ultra Short Duration ETF (GSY) as of Q3 2025, down from 264 in Q2 2025.
  • Funds reported $1.83B of Invesco Ultra Short Duration ETF stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 32 funds opened new Invesco Ultra Short Duration ETF positions in Q3 2025 and 27 closed out, a net change of +5 holders.
  • The largest Invesco Ultra Short Duration ETF buyer in Q3 2025 was LPL Financial, an estimated $70.4M added.
  • The largest Invesco Ultra Short Duration ETF seller in Q3 2025 was Bank of America, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.