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 |
| Independent Financial Group, LLC | 0.04% | Reduce -5.0% | 15,475 | $772K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 15,218 | $759K |
| Chicago Partners Investment Group LLC | 0.03% | Add +17.6% | 15,121 | $753K |
| Collaborative Wealth Managment Inc. | 0.36% | Add +170.6% | 14,229 | $710K |
| Commonwealth Equity Services, LLC | 0.00% | Add +89.8% | 14,128 | $705K |
| Hilltop Holdings Inc. | 0.08% | Add +0.4% | 13,989 | $698K |
| Crabel Capital Management, LLC | 0.59% | Reduce -29.9% | 13,710 | $684K |
| YHB Investment Advisors, Inc. | 0.06% | Add +8.3% | 13,640 | $681K |
| Jackson Hole Capital Partners, LLC | 0.16% | Reduce -9.0% | 13,580 | $678K |
| CGC Financial Services, LLC | 0.35% | Reduce -4.0% | 13,469 | $672K |
| Condor Capital Management | 0.06% | No change | 13,097 | $653K |
| Institute for Wealth Management, LLC. | 0.08% | Add +5.9% | 12,535 | $625K |
| Petix & Botte Co | 0.15% | Reduce -50.0% | 12,212 | $609K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +19.4% | 12,233 | $608K |
| Catalyst Private Wealth, LLC | 0.31% | No change | 12,000 | $599K |
| Prevail Innovative Wealth Advisors, LLC | 0.22% | Add +23.6% | 11,962 | $597K |
| Pitti Group Wealth Management, LLC | 0.67% | Add +3.8% | 11,935 | $596K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +0.1% | 11,828 | $590K |
| Lionsbridge Wealth Management LLC | 0.45% | Reduce -50.7% | 11,766 | $587K |
| Regatta Capital Group, LLC | 0.13% | Add +15.7% | 11,728 | $585K |
| Redwood Financial Network Corp | 0.49% | Reduce -10.9% | 11,212 | $559K |
| Twin Focus Capital Partners, LLC | 0.10% | Reduce -31.4% | 10,980 | $548K |
| Nottingham Advisors, Inc. | 0.07% | Reduce -44.8% | 10,907 | $544K |
| BlackDiamond Wealth Management, LLC | 0.38% | Reduce -3.5% | 10,717 | $535K |
| Two Sigma Securities, LLC | 0.03% | New | 10,583 | $528K |
| Calton & Associates, Inc. | 0.25% | Reduce -4.6% | 10,147 | $506K |
| Mutual Advisors, LLC | 0.02% | New | 10,062 | $502K |
| 4J Wealth Management LLC | 0.41% | Add +9.8% | 9,625 | $480K |
| Old Mission Capital LLC | 0.01% | New | 9,466 | $472K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -47.2% | 9,407 | $469K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -84.9% | 9,173 | $458K |
| Bison Wealth, LLC | 0.07% | New | 8,990 | $449K |
| Epic Trust Investment Advisors, LLC | 0.54% | New | 8,840 | $441K |
| Comerica Bank | 0.00% | Add +62.1% | 8,727 | $435K |
| Financial Advocates Investment Management | 0.03% | Add +2.7% | 8,699 | $434K |
| Independent Advisor Alliance | 0.01% | New | 8,016 | $400K |
| Sonora Investment Management Group, LLC | 0.03% | New | 8,005 | $399K |
| Seelaus Asset Management LLC | 0.40% | Reduce -14.1% | 7,887 | $393K |
| Parsons Capital Management Inc. | 0.02% | No change | 7,287 | $364K |
| International Assets Investment Management, LLC | 0.04% | Add +0.1% | 7,256 | $362K |
| Strategic Advocates LLC | 0.14% | Reduce -31.2% | 7,190 | $359K |
| NewEdge Wealth, LLC | 0.01% | No change | 7,100 | $354K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | New | 6,608 | $330K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,582 | $328K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -1.2% | 6,389 | $319K |
| Atwood & Palmer Inc. | 0.02% | Reduce -76.1% | 6,350 | $317K |
| Commerce Bank | 0.00% | No change | 6,200 | $309K |
| Gratus Capital, LLC | 0.01% | Reduce -14.6% | 6,176 | $308K |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 6,124 | $306K |
| PAX Financial Group, LLC | 0.06% | Add +4.3% | 6,113 | $305K |
| IHT Wealth Management, LLC | 0.01% | New | 6,095 | $304K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +26.7% | 6,056 | $302K |
| KWB Wealth | 0.04% | Add +1.4% | 6,023 | $300K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,000 | $299K |
| Swan Global Investments, LLC | 0.01% | New | 5,900 | $294K |
| Insight Advisors, LLC/ PA | 0.06% | No change | 5,851 | $292K |
| Parallel Advisors, LLC | 0.01% | No change | 5,841 | $291K |
| Legacy Capital Group California, Inc. | 0.11% | Reduce -6.2% | 5,727 | $286K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -5.7% | 5,705 | $285K |
| DAVENPORT & Co LLC | 0.00% | No change | 5,608 | $280K |
| Iron Gate Global Advisors LLC | 0.05% | No change | 5,471 | $273K |
| Ridgewood Investments LLC | 0.14% | No change | 5,361 | $267K |
| Rosenblum Silverman Sutton S F Inc. | 0.08% | Reduce -18.3% | 5,350 | $267K |
| AQR Capital Management | 0.00% | New | 5,267 | $263K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.0% | 5,109 | $255K |
| Virtue Capital Management, LLC | 0.04% | No change | 5,017 | $251K |
| Strait & Sound Wealth Management LLC | 0.14% | No change | 5,017 | $250K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -13.7% | 4,971 | $248K |
| Koshinski Asset Management, Inc. | 0.03% | New | 4,903 | $245K |
| Strategic Blueprint, LLC | 0.02% | Add +1.6% | 4,900 | $244K |
| Montag A & Associates Inc. | 0.01% | Reduce -30.0% | 4,880 | $243K |
| Farther Finance Advisors, LLC | 0.01% | New | 4,714 | $235K |
| VitalStone Financial, LLC | 0.18% | Reduce -90.5% | 4,651 | $232K |
| EdgeRock Capital LLC | 0.18% | Reduce -9.8% | 4,568 | $228K |
| Santori & Peters, Inc. | 0.10% | Reduce -4.2% | 4,541 | $227K |
| Bogart Wealth, LLC | 0.01% | Add +0.2% | 4,483 | $224K |
| Detalus Advisors, LLC | 0.07% | No change | 4,200 | $210K |
| Sequent Planning LLC | 0.07% | — | 4,128 | $206K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 4,043 | $202K |
| Main Management LLC | 0.02% | No change | 3,652 | $182K |
| Heck Capital Advisors, LLC | 0.03% | Add +12.3% | 3,457 | $172K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.3% | 2,927 | $146K |
| US Bancorp \de | 0.00% | Reduce -3.0% | 2,910 | $145K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +44.5% | 2,905 | $145K |
| Private Trust Co. NA | 0.01% | New | 2,665 | $133K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2.0% | 2,659 | $133K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -98.3% | 2,511 | $125K |
| Transcendent Capital Group LLC | 0.07% | Add +401.4% | 2,507 | $125K |
| Chilton Capital Management LLC | 0.00% | No change | 1,939 | $97K |
| Citigroup Inc. | 0.00% | Add +2.5% | 1,895 | $95K |
| Blair William & Co. | 0.00% | Reduce -17.4% | 1,894 | $94K |
| GeoWealth Management, LLC | 0.00% | Add +13.1% | 1,678 | $84K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,370 | $68K |
| Avior Wealth Management, LLC | 0.00% | New | 1,029 | $51K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $50K |
| Concord Wealth Partners | 0.01% | New | 921 | $46K |
| Wagner Wealth Management, LLC | 0.01% | New | 829 | $41K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 602 | $30K |
| Jones Financial Companies LLLP | 0.00% | New | 400 | $20K |
| Retirement Group, LLC | 0.01% | Add +1.4% | 353 | $18K |
| Tidemark, LLC | 0.01% | No change | 335 | $17K |
| Zions Bancorporation, N.A. | 0.00% | New | 326 | $16K |
| Harbour Investments, Inc. | 0.00% | Reduce -33.5% | 290 | $14K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 248 | $12K |
| First Horizon Advisors, Inc. | 0.00% | No change | 212 | $11K |
| Register Financial Advisors LLC | 0.00% | New | 183 | $9K |
| Blue Trust, Inc. | 0.00% | New | 146 | $7K |
| Horizon Financial Services, LLC | 0.00% | New | 140 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -57.3% | 111 | $6K |
| JNBA Financial Advisors | 0.00% | Add +1.0% | 103 | $5K |
| Key Financial Inc | 0.00% | No change | 66 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 51 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 50 | $2K |
| Tsfg, LLC | 0.00% | Reduce -85.5% | 25 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 9 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 11 | $549 |
| Northwest Capital Management Inc | 0.00% | No change | 8 | $399 |
| Studio Investment Management LLC | 0.00% | New | 4 | $200 |
| FMR LLC | 0.00% | New | 1 | $50 |
| Arax Advisory Partners | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is GSY's weight in each manager's 13F, not the share of Invesco Ultra Short Duration the manager owns.