Invesco Ultra Short DurationGSYETF
13F holders, Q1 2024 (March 31)220holders
4famous investors
$49.89avg. 13F price*
At the end of Q1 2024, 220 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings. The largest holders were Morgan Stanley ($141.7M), Wells Fargo & Company ($128.6M) and LPL Financial LLC ($99.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Ultra Short Duration
- CUSIP
- 46090A887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $19.6M |
| Exits | 18 | $16.2M |
Ownership 220 holders
| Morgan Stanley | 0.01% | Reduce -4.8% | 2,840,126 | $141.7M |
| Wells Fargo & Company | 0.03% | Add +6.4% | 2,578,260 | $128.6M |
| LPL Financial LLC | 0.05% | Add +28.1% | 1,999,544 | $99.8M |
| Bank of America Corp. | 0.01% | Add +15.1% | 1,539,513 | $76.8M |
| Gradient Investments LLC | 1.46% | Add +7.0% | 1,263,250 | $63.0M |
| Renaissance Technologies | 0.08% | No change | 1,063,200 | $53.0M |
| Flow Traders U.S. LLC | 2.73% | Add +3.0% | 1,022,397 | $51.0M |
| Cetera Investment Advisers | 0.08% | Add +2557.0% | 651,763 | $32.5M |
| Avestar Capital, LLC | 3.41% | Reduce -19.4% | 595,258 | $29.7M |
| Gladstone Institutional Advisory LLC | 1.53% | Reduce -29.1% | 559,369 | $27.9M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -41.8% | 473,385 | $23.6M |
| Ameritas Advisory Services, LLC | 0.96% | Add +17.3% | 465,862 | $23.2M |
| Greenleaf Trust | 0.21% | Add +6.8% | 448,386 | $22.4M |
| Raymond James & Associates | 0.01% | Add +16.4% | 430,306 | $21.5M |
| Osaic Holdings, Inc. | 0.05% | Add +51.6% | 422,808 | $21.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.4% | 415,235 | $20.7M |
| UBS Group AG | 0.01% | Add +22.2% | 411,079 | $20.5M |
| First Merchants Corp. | 1.53% | Reduce -3.0% | 407,245 | $20.3M |
| Cwm, LLC | 0.09% | Add +3.1% | 381,305 | $19.0M |
| Axxcess Wealth Management, LLC | 0.54% | Add +35.9% | 379,331 | $18.9M |
| Capital Asset Advisory Services LLC | 1.08% | Add +38.0% | 376,785 | $18.8M |
| Johnson Bixby & Associates, LLC | 2.98% | Add +10.4% | 343,111 | $17.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +581.4% | 271,045 | $13.5M |
| Mariner, LLC | 0.03% | Add +2.6% | 262,057 | $13.1M |
| Creative Planning | 0.01% | Add +33.1% | 260,182 | $13.0M |
| Jane Street Group, LLC | 0.02% | Reduce -76.0% | 245,989 | $12.3M |
| Great Lakes Retirement, Inc. | 1.75% | Reduce -0.9% | 236,624 | $11.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -3.1% | 234,596 | $11.7M |
| Principal Securities, Inc. | 0.33% | Add +7.1% | 210,613 | $10.5M |
| Citadel Advisors | 0.01% | Add +11.0% | 183,694 | $9.2M |
| Private Advisor Group, LLC | 0.06% | Add +7.2% | 160,916 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -21.6% | 154,401 | $7.7M |
| Scotia Capital Inc. | 0.05% | Add +16.8% | 152,226 | $7.6M |
| Capital Advisors, Ltd. LLC | 0.93% | Reduce -0.7% | 142,632 | $7.1M |
| Simplicity Wealth,LLC | 0.16% | New | 138,714 | $6.9M |
| Advocacy Wealth Management, LLC | 0.57% | Reduce -12.7% | 133,996 | $6.7M |
| Drive Wealth Management, LLC | 1.82% | Reduce -1.0% | 129,961 | $6.5M |
| Bleakley Financial Group, LLC | 0.18% | Reduce -23.2% | 124,766 | $6.2M |
| Guidance Capital, Inc. | 2.27% | Add +24.9% | 123,433 | $6.2M |
| WESCAP Management Group, Inc. | 1.73% | Reduce -0.2% | 119,823 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +68.7% | 117,066 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -20.3% | 101,766 | $5.1M |
| Beacon Investment Advisory Services, Inc. | 0.21% | Reduce -35.2% | 98,615 | $4.9M |
| Sage Advisory Services, Ltd.Co. | 1.30% | Reduce -22.2% | 95,753 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +8.2% | 94,722 | $4.7M |
| D.A. Davidson & Co. | 0.04% | Add +5.1% | 86,356 | $4.3M |
| MML Investors Services, LLC | 0.02% | Add +3.8% | 86,197 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +278.5% | 83,048 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +632.7% | 72,829 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +22.1% | 72,658 | $3.6M |
| Duncker Streett & Co. Inc. | 0.68% | Reduce -10.9% | 69,076 | $3.4M |
| McNaughton Wealth Management, LLC | 1.85% | Add +6.5% | 66,873 | $3.3M |
| TruWealth Advisors, LLC | 0.22% | Add +25.5% | 62,762 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -32.6% | 58,476 | $2.9M |
| Consolidated Portfolio Review Corp | 0.75% | Add +5.7% | 57,064 | $2.8M |
| PFG Investments, LLC | 0.17% | New | 57,064 | $2.8M |
| Gotham Asset Management | 0.04% | Add +10.4% | 56,827 | $2.8M |
| Global Retirement Partners, LLC | 0.10% | Reduce -4.1% | 52,339 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.30% | Reduce -33.6% | 50,850 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +2.3% | 49,741 | $2.5M |
| Wealthstar Advisors, LLC | 0.81% | Reduce -4.4% | 46,489 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +36.3% | 45,162 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -56.0% | 44,925 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 44,702 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +54.9% | 44,358 | $2.2M |
| WT Wealth Management | 0.76% | Reduce -4.3% | 42,569 | $2.1M |
| Trust Co | 0.28% | Reduce -5.3% | 42,538 | $2.1M |
| Smartleaf Asset Management LLC | 0.40% | New | 41,202 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.2% | 38,005 | $1.9M |
| Oxbow Advisors, LLC | 0.26% | Reduce -5.2% | 37,050 | $1.8M |
| Freedom Investment Management, Inc. | 0.15% | Reduce -13.4% | 36,861 | $1.8M |
| Capital Wealth Alliance, LLC | 1.02% | Reduce -20.9% | 34,567 | $1.7M |
| B & T Capital Management DBA Alpha Capital Management | 0.33% | No change | 33,500 | $1.7M |
| Sovereign Financial Group, Inc. | 0.42% | Add +11.3% | 31,887 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +18.0% | 31,105 | $1.6M |
| Warwick Investment Management, Inc. | 0.35% | Add +6.1% | 29,015 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -21.2% | 28,784 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -22.5% | 26,540 | $1.3M |
| Wealthspire Retirement, LLC | 0.11% | Add +16.0% | 25,430 | $1.3M |
| Gateway Wealth Partners, LLC | 0.46% | Reduce -3.0% | 25,410 | $1.3M |
| Arete Wealth Advisors, LLC | 0.12% | Add +67.9% | 25,321 | $1.3M |
| Weatherly Asset Management L. P. | 0.12% | Reduce -4.1% | 24,647 | $1.2M |
| RTD Financial Advisors, Inc. | 0.15% | No change | 22,947 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 22,803 | $1.1M |
| National Wealth Management Group, LLC | 0.80% | Add +305.6% | 20,715 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -0.5% | 20,201 | $1.0M |
| Eight 31 Financial, LLC | 0.62% | Add +14.5% | 19,897 | $993K |
| Octavia Wealth Advisors, LLC | 0.15% | Reduce -14.2% | 19,681 | $982K |
| Endowment Wealth Management, Inc. | 0.73% | Add +5.5% | 19,608 | $978K |
| IFG Advisory, LLC | 0.07% | Reduce -7.1% | 19,516 | $974K |
| AE Wealth Management LLC | 0.01% | Reduce -45.6% | 18,724 | $934K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -4.6% | 18,266 | $911K |
| ETF Store, Inc. | 0.51% | Add +36.7% | 17,754 | $886K |
| Lanark Financial, Inc. | 0.08% | Reduce -45.5% | 17,665 | $881K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.1% | 17,655 | $881K |
| Foundations Investment Advisors, LLC | 0.02% | Add +46.6% | 17,329 | $865K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.1% | 17,260 | $861K |
| Financial & Tax Architects, LLC | 0.23% | Add +5.7% | 16,756 | $836K |
| Advisory Services Network, LLC | 0.02% | Add +23.8% | 15,731 | $785K |
| Patton Albertson Miller Group, LLC | 0.12% | Reduce -39.5% | 15,632 | $780K |
"% of holder's portfolio" is GSY's weight in each manager's 13F, not the share of Invesco Ultra Short Duration the manager owns.