Invesco Ultra Short DurationGSYETF
13F holders, Q2 2024 (June 30)221holders +1
15new positions
17sold out
3famous investors
$49.89avg. 13F price*
At the end of Q2 2024, 221 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 1 from Q1 2024. 15 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($157.7M), Wells Fargo & Company ($118.4M) and LPL Financial LLC ($114.6M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Ultra Short Duration
- Filed as
- POWERSHARES ACTIVELY MANAGED (Q2 2024)
- CUSIP
- 46090A887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $34.1M |
| Exits | 17 | $21.0M |
All 13F filers, Q1 2024 → Q2 2024: 4,548,054 shares bought and 2,057,903 shares sold, net +2,490,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Morgan Stanley | 0.01% | Add +11.3% | 3,160,228 | $157.7M |
| Wells Fargo & Company | 0.03% | Reduce -8.0% | 2,371,939 | $118.4M |
| LPL Financial LLC | 0.06% | Add +14.8% | 2,296,367 | $114.6M |
| Gradient Investments LLC | 1.59% | Add +12.2% | 1,416,857 | $70.7M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +788.4% | 1,371,618 | $68.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1477.0% | 1,309,671 | $65.4M |
| Bank of America Corp. | 0.01% | Reduce -21.3% | 1,211,561 | $60.5M |
| Renaissance Technologies | 0.09% | Reduce -2.6% | 1,035,800 | $51.7M |
| Flow Traders U.S. LLC | 2.32% | Reduce -8.1% | 939,391 | $46.9M |
| Cetera Investment Advisers | 0.08% | Add +7.5% | 700,544 | $35.0M |
| Capital Asset Advisory Services LLC | 1.26% | Add +23.5% | 465,357 | $23.3M |
| Gladstone Institutional Advisory LLC | 1.21% | Reduce -16.7% | 466,014 | $23.3M |
| Axxcess Wealth Management, LLC | 0.63% | Add +22.8% | 465,743 | $23.2M |
| Raymond James & Associates | 0.02% | Add +8.1% | 465,249 | $23.2M |
| Ameritas Advisory Services, LLC | 0.86% | Reduce -2.0% | 456,700 | $22.8M |
| Greenleaf Trust | 0.21% | Reduce -3.0% | 434,904 | $21.7M |
| Atria Wealth Solutions, Inc. | 0.24% | Reduce -9.2% | 430,016 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 418,270 | $20.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -3.0% | 410,119 | $20.5M |
| First Merchants Corp. | 0.79% | Reduce -3.9% | 391,190 | $19.5M |
| UBS Group AG | 0.01% | Reduce -5.9% | 386,681 | $19.3M |
| Cwm, LLC | 0.09% | Reduce -2.0% | 373,482 | $18.6M |
| Johnson Bixby & Associates, LLC | 2.83% | Reduce -1.4% | 338,466 | $16.9M |
| Retirement Capital Strategies | 6.44% | New | 321,619 | $16.0M |
| Avestar Capital, LLC | 1.74% | Reduce -47.0% | 315,545 | $15.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +2.5% | 277,770 | $13.9M |
| Mariner, LLC | 0.02% | Reduce -7.9% | 241,470 | $12.0M |
| Great Lakes Retirement, Inc. | 1.57% | Reduce -3.1% | 229,220 | $11.4M |
| Creative Planning | 0.01% | Reduce -13.5% | 224,969 | $11.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.0% | 222,868 | $11.1M |
| Private Advisor Group, LLC | 0.06% | Add +8.0% | 173,707 | $8.7M |
| Guidance Capital, Inc. | 2.68% | Add +32.4% | 163,455 | $8.2M |
| Principal Securities, Inc. | 0.23% | Reduce -22.3% | 163,722 | $8.2M |
| Simplicity Wealth,LLC | 0.18% | Add +16.1% | 160,985 | $8.0M |
| Scotia Capital Inc. | 0.05% | Add +1.8% | 154,962 | $7.7M |
| Jane Street Group, LLC | 0.01% | Reduce -37.3% | 154,304 | $7.7M |
| Capital Advisors, Ltd. LLC | 0.91% | Reduce -1.3% | 140,752 | $7.0M |
| Fifth Third Securities, Inc. | 0.64% | New | 138,033 | $6.9M |
| WESCAP Management Group, Inc. | 1.92% | Add +13.6% | 136,061 | $6.8M |
| Drive Wealth Management, LLC | 1.73% | Reduce -1.0% | 128,640 | $6.4M |
| Advocacy Wealth Management, LLC | 0.49% | Reduce -11.0% | 119,287 | $6.0M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -6.5% | 116,591 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +22.9% | 116,378 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.1% | 113,379 | $5.7M |
| Sage Advisory Services, Ltd.Co. | 1.33% | Reduce -0.8% | 94,982 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 92,089 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | — | 92,141 | $4.6M |
| D.A. Davidson & Co. | 0.04% | Add +5.7% | 91,304 | $4.6M |
| MML Investors Services, LLC | 0.02% | Add +3.5% | 89,224 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +14.0% | 83,017 | $4.1M |
| Mattson Financial Services, LLC | 1.42% | — | 80,142 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.6% | 73,836 | $3.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +48.4% | 73,799 | $3.7M |
| McNaughton Wealth Management, LLC | 1.92% | Add +8.5% | 72,580 | $3.6M |
| Brown Financial Advisors | 1.52% | — | 68,309 | $3.4M |
| Duncker Streett & Co. Inc. | 0.64% | Reduce -3.2% | 66,882 | $3.3M |
| TBH Global Asset Management, LLC | 0.74% | New | 66,693 | $3.3M |
| TruWealth Advisors, LLC | 0.22% | Add +6.2% | 66,661 | $3.3M |
| Beacon Investment Advisory Services, Inc. | 0.14% | Reduce -32.6% | 66,484 | $3.3M |
| Consolidated Portfolio Review Corp | 0.74% | Add +10.9% | 63,299 | $3.2M |
| Gotham Asset Management | 0.04% | Add +1.8% | 57,821 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +204.8% | 55,681 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.29% | Add +2.0% | 51,865 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +12.5% | 50,825 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +14.4% | 50,762 | $2.5M |
| Global Retirement Partners, LLC | 0.08% | Reduce -3.2% | 50,669 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -50.3% | 50,593 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +27.1% | 48,308 | $2.4M |
| Trust Co | 0.28% | Add +2.2% | 43,478 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +39.0% | 43,228 | $2.2M |
| Smartleaf Asset Management LLC | 0.34% | No change | 41,202 | $2.1M |
| Oxbow Advisors, LLC | 0.21% | Reduce -5.0% | 35,195 | $1.8M |
| WT Wealth Management | 0.60% | Reduce -17.3% | 35,190 | $1.8M |
| Warwick Investment Management, Inc. | 0.39% | Add +14.3% | 33,161 | $1.7M |
| Epic Trust Investment Advisors, LLC | 1.72% | Add +253.2% | 31,221 | $1.6M |
| Sovereign Financial Group, Inc. | 0.36% | Reduce -8.6% | 29,131 | $1.5M |
| Capital Wealth Alliance, LLC | 0.83% | Reduce -16.0% | 29,030 | $1.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.28% | Reduce -14.9% | 28,500 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -24.2% | 27,955 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.3% | 26,461 | $1.3M |
| Arete Wealth Advisors, LLC | 0.11% | Add +2.3% | 25,895 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.8% | 25,683 | $1.3M |
| Lionsbridge Wealth Management LLC | 0.99% | Add +110.2% | 24,729 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -45.3% | 24,565 | $1.2M |
| Petix & Botte Co | 0.34% | Add +98.7% | 24,269 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -4.7% | 24,230 | $1.2M |
| Weatherly Asset Management L. P. | 0.10% | Reduce -8.2% | 22,632 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.15% | Add +11.4% | 21,926 | $1.1M |
| IFG Advisory, LLC | 0.07% | Add +10.7% | 21,605 | $1.1M |
| Zega Financial, LLC | 0.39% | New | 21,530 | $1.1M |
| Endowment Wealth Management, Inc. | 0.78% | Add +9.6% | 21,482 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.1% | 20,954 | $1.0M |
| National Bank of Canada | 0.00% | No change | 20,201 | $1.0M |
| Eight 31 Financial, LLC | 0.76% | Reduce -0.5% | 19,794 | $988K |
| National Wealth Management Group, LLC | 0.75% | Reduce -5.1% | 19,665 | $981K |
| ETF Store, Inc. | 0.99% | Add +8.9% | 19,333 | $965K |
| Lanark Financial, Inc. | 0.08% | Add +4.8% | 18,515 | $923K |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.1% | 18,373 | $917K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.3% | 17,255 | $863K |
| Independent Financial Group, LLC | 0.03% | Add +7.8% | 16,675 | $832K |
"% of holder's portfolio" is GSY's weight in each manager's 13F, not the share of Invesco Ultra Short Duration the manager owns.