Invesco Ultra Short DurationGSYETF
13F holders, Q4 2024 (December 31)251holders +27
29new positions
16sold out
3famous investors
$49.99avg. 13F price*
At the end of Q4 2024, 251 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 27 from Q3 2024. 29 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($173.3M), Wells Fargo & Company ($135.2M) and LPL Financial LLC ($129.1M). 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
- CUSIP
- 46090A887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $56.7M |
| Exits | 16 | $23.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,308,525 shares bought and 2,024,157 shares sold, net +2,284,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Morgan Stanley | 0.01% | Add +10.7% | 3,459,192 | $173.3M |
| Wells Fargo & Company | 0.03% | Add +12.4% | 2,698,881 | $135.2M |
| LPL Financial LLC | 0.05% | Add +7.1% | 2,576,173 | $129.1M |
| Gradient Investments LLC | 1.43% | Add +1.9% | 1,405,565 | $70.4M |
| JPMorgan Chase & Co. | 0.01% | Add +4.0% | 1,380,886 | $69.2M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -19.4% | 1,144,956 | $57.4M |
| Renaissance Technologies | 0.08% | No change | 1,035,800 | $51.9M |
| Bank of America Corp. | 0.00% | Reduce -34.4% | 996,164 | $49.9M |
| Cetera Investment Advisers | 0.09% | Add +8.6% | 838,934 | $42.0M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +112.6% | 784,425 | $39.3M |
| Axxcess Wealth Management, LLC | 0.89% | Add +13.4% | 715,665 | $35.9M |
| Raymond James Financial Inc. | 0.01% | — | 696,449 | $34.9M |
| Capital Asset Advisory Services LLC | 1.65% | Add +7.9% | 668,072 | $33.5M |
| UBS Group AG | 0.01% | Add +20.7% | 620,524 | $31.1M |
| Osaic Holdings, Inc. | 0.06% | Reduce -2.3% | 515,057 | $25.8M |
| Cwm, LLC | 0.10% | Add +38.8% | 501,561 | $25.1M |
| Greenleaf Trust | 0.22% | Add +14.3% | 484,301 | $24.3M |
| Napa Wealth Management | 10.23% | New | 472,440 | $23.7M |
| Gladstone Institutional Advisory LLC | 0.96% | Reduce -7.1% | 412,561 | $20.7M |
| First Merchants Corp. | 0.76% | Add +0.0% | 393,800 | $19.7M |
| Independent Advisor Alliance | 0.24% | Add +4495.6% | 368,386 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.9% | 344,395 | $17.3M |
| Cyndeo Wealth Partners, LLC | 1.10% | Add +2.4% | 323,848 | $16.2M |
| Johnson Bixby & Associates, LLC | 2.45% | Reduce -2.5% | 320,119 | $16.0M |
| Fifth Third Securities, Inc. | 1.26% | Add +61.3% | 295,703 | $14.8M |
| Great Lakes Retirement, Inc. | 1.52% | Add +0.4% | 235,007 | $11.8M |
| Capstone Wealth Management Group, LLC | 6.26% | New | 233,300 | $11.7M |
| Creative Planning | 0.01% | Reduce -9.1% | 196,776 | $9.9M |
| Principal Securities, Inc. | 0.21% | Add +5.4% | 187,832 | $9.4M |
| Private Advisor Group, LLC | 0.05% | Add +10.2% | 187,543 | $9.4M |
| Guidance Capital, Inc. | 2.85% | Add +8.3% | 186,112 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +45.0% | 170,887 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +5.9% | 170,115 | $8.5M |
| Avestar Capital, LLC | 0.77% | Reduce -50.1% | 168,901 | $8.5M |
| Scotia Capital Inc. | 0.04% | Add +4.7% | 162,511 | $8.1M |
| Drive Wealth Management, LLC | 1.88% | Reduce -6.4% | 153,041 | $7.7M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -45.3% | 151,740 | $7.6M |
| WESCAP Management Group, Inc. | 1.60% | Reduce -6.1% | 131,684 | $6.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.5% | 131,641 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +24.3% | 127,504 | $6.4M |
| Capital Advisors, Ltd. LLC | 0.80% | Add +3.6% | 125,990 | $6.3M |
| Beacon Investment Advisory Services, Inc. | 0.27% | Add +92.6% | 122,792 | $6.2M |
| Flow Traders U.S. LLC | 0.24% | Add +57.1% | 121,932 | $6.1M |
| 1 North Wealth Services LLC | 2.57% | — | 121,038 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.1% | 117,594 | $5.9M |
| McNaughton Wealth Management, LLC | 2.74% | Add +32.8% | 113,510 | $5.7M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -3.4% | 113,480 | $5.7M |
| Sterling Financial Group, Inc. | 2.10% | New | 112,663 | $5.6M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +36.1% | 105,254 | $5.3M |
| Daner Wealth Management, LLC | 3.64% | — | 99,155 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +355.4% | 93,375 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -19.1% | 92,322 | $4.6M |
| Advocacy Wealth Management, LLC | 0.35% | Reduce -7.9% | 91,922 | $4.6M |
| D.A. Davidson & Co. | 0.03% | Reduce -11.4% | 84,481 | $4.2M |
| MML Investors Services, LLC | 0.01% | Reduce -1.9% | 82,069 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +33.4% | 76,951 | $3.9M |
| Brown Financial Advisors | 1.43% | Reduce -0.5% | 71,190 | $3.6M |
| TruWealth Advisors, LLC | 0.20% | Reduce -6.8% | 66,643 | $3.3M |
| TBH Global Asset Management, LLC | 0.79% | Reduce -1.4% | 66,414 | $3.3M |
| Legacy Investment Solutions, LLC | 2.18% | Reduce -30.5% | 66,312 | $3.3M |
| Legacy Wealth Managment, LLC | 2.18% | Reduce -30.5% | 66,312 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -13.1% | 65,778 | $3.3M |
| Gotham Asset Management | 0.03% | Add +3.7% | 63,782 | $3.2M |
| Norris Financial Group, LLC | 1.47% | Add +75.5% | 62,593 | $3.1M |
| National Wealth Management Group, LLC | 2.07% | Reduce -0.2% | 62,208 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89.8% | 61,968 | $3.1M |
| Lionsbridge Wealth Management LLC | 2.46% | Add +246.1% | 58,432 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Add +18.0% | 57,852 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | Reduce -10.7% | 57,545 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -18.8% | 57,164 | $2.9M |
| LYNX Capital Group Ltd. | 1.65% | Add +319.2% | 57,141 | $2.9M |
| ZEGA Investments, LLC | 0.84% | — | 56,985 | $2.9M |
| Mariner, LLC | 0.00% | Add +13.0% | 54,392 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +7.6% | 54,037 | $2.7M |
| Retirement Capital Strategies | 1.02% | New | 53,679 | $2.7M |
| Private Trust Co. NA | 0.28% | Add +279.4% | 53,456 | $2.7M |
| Scarborough Advisors, LLC | 0.37% | New | 52,678 | $2.6M |
| Consolidated Portfolio Review Corp | 0.42% | Reduce -21.1% | 52,349 | $2.6M |
| Trust Co | 0.30% | Add +8.4% | 52,212 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.55% | Reduce -45.2% | 52,038 | $2.6M |
| Duncker Streett & Co. Inc. | 0.48% | Reduce -14.0% | 52,031 | $2.6M |
| Copley Financial Group, Inc. | 1.88% | Reduce -34.0% | 49,027 | $2.5M |
| Belpointe Asset Management LLC | 0.15% | Add +0.0% | 48,088 | $2.4M |
| Warwick Investment Management, Inc. | 0.49% | New | 47,160 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -13.6% | 45,571 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 44,955 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -4.9% | 42,146 | $2.1M |
| Smartleaf Asset Management LLC | 0.21% | No change | 41,202 | $2.1M |
| Townsquare Capital LLC | 0.02% | Add +14.4% | 38,163 | $1.9M |
| Wealthstar Advisors, LLC | 0.80% | — | 36,923 | $1.9M |
| Mattson Financial Services, LLC | 0.57% | Reduce -54.9% | 35,969 | $1.8M |
| Barnes Wealth Management Group, Inc | 1.20% | — | 35,742 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +40.1% | 35,010 | $1.8M |
| Peterson Wealth Services | 0.53% | Add +1970.0% | 34,713 | $1.7M |
| Cathy Pareto & Associates, Inc. | 1.58% | — | 34,282 | $1.7M |
| Sovereign Financial Group, Inc. | 0.38% | Add +1.5% | 33,019 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -5.3% | 31,600 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +509.8% | 29,758 | $1.5M |
| World Investment Advisors | 0.04% | Add +38.6% | 28,178 | $1.4M |
| Legacy Solutions, LLC | 1.51% | — | 27,719 | $1.4M |
"% of holder's portfolio" is GSY's weight in each manager's 13F, not the share of Invesco Ultra Short Duration the manager owns.