Invesco Ultra Short DurationGSYETF
13F holders, Q1 2025 (March 31)261holders +10
33new positions
19sold out
4famous investors
$50.12avg. 13F price*
At the end of Q1 2025, 261 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 10 from Q4 2024. 33 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($197.3M), Wells Fargo & Company ($187.7M) and LPL Financial LLC ($166.3M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $25.1M |
| Exits | 19 | $11.9M |
All 13F filers, Q4 2024 → Q1 2025: 5,753,177 shares bought and 2,491,893 shares sold, net +3,261,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Morgan Stanley | 0.01% | Add +13.8% | 3,937,211 | $197.3M |
| Wells Fargo & Company | 0.05% | Add +38.8% | 3,745,312 | $187.7M |
| LPL Financial LLC | 0.06% | Add +28.8% | 3,317,876 | $166.3M |
| Gradient Investments LLC | 1.51% | Add +6.0% | 1,489,378 | $74.6M |
| Renaissance Technologies | 0.10% | Add +30.3% | 1,349,100 | $67.6M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +11.5% | 1,276,221 | $64.0M |
| Bank of America Corp. | 0.01% | Add +15.8% | 1,153,606 | $57.8M |
| Atria Wealth Solutions, Inc. | 0.62% | Add +31.5% | 1,031,682 | $51.7M |
| Cetera Investment Advisers | 0.09% | Add +9.3% | 917,107 | $46.0M |
| UBS Group AG | 0.01% | Add +43.9% | 892,939 | $44.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.9% | 815,642 | $40.9M |
| Raymond James Financial Inc. | 0.01% | Add +12.1% | 780,436 | $39.1M |
| Axxcess Wealth Management, LLC | 1.04% | Add +6.6% | 762,973 | $38.2M |
| Capital Asset Advisory Services LLC | 1.85% | Add +8.4% | 724,143 | $36.3M |
| Cwm, LLC | 0.11% | Add +6.2% | 532,715 | $26.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -4.6% | 491,480 | $24.6M |
| Greenleaf Trust | 0.20% | Reduce -10.6% | 432,832 | $21.7M |
| Arax Advisory Partners | 1.24% | Add +236734.4% | 386,040 | $19.3M |
| Gladstone Institutional Advisory LLC | 0.89% | Reduce -8.0% | 379,732 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.9% | 368,233 | $18.5M |
| Cyndeo Wealth Partners, LLC | 1.15% | Add +7.9% | 349,318 | $17.5M |
| Johnson Bixby & Associates, LLC | 2.37% | Reduce -1.4% | 315,714 | $15.8M |
| Fifth Third Securities, Inc. | 1.24% | Reduce -0.9% | 293,044 | $14.7M |
| First Merchants Corp. | 0.57% | Reduce -27.1% | 287,175 | $14.4M |
| Gotham Asset Management | 0.12% | Add +349.6% | 286,782 | $14.4M |
| Capstone Wealth Management Group, LLC | 7.63% | Add +14.4% | 266,903 | $13.4M |
| Avestar Capital, LLC | 1.23% | Add +52.2% | 257,077 | $12.9M |
| Great Lakes Retirement, Inc. | 1.59% | Add +3.3% | 242,849 | $12.2M |
| Private Advisor Group, LLC | 0.07% | Add +24.1% | 232,763 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +21.2% | 207,140 | $10.4M |
| Guidance Capital, Inc. | 3.03% | Add +6.3% | 197,919 | $9.9M |
| Principal Securities, Inc. | 0.21% | Add +0.8% | 189,385 | $9.5M |
| Creative Planning | 0.01% | Reduce -9.7% | 177,673 | $8.9M |
| Scotia Capital Inc. | 0.05% | Add +5.3% | 171,171 | $8.6M |
| Drive Wealth Management, LLC | 2.00% | Add +11.3% | 170,260 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.19% | Reduce -7.2% | 157,941 | $7.9M |
| 1 North Wealth Services LLC | 3.44% | Add +22.4% | 148,139 | $7.4M |
| Citadel Advisors | 0.01% | New | 137,826 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +29.1% | 135,864 | $6.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.7% | 132,621 | $6.6M |
| WESCAP Management Group, Inc. | 1.60% | Reduce -0.7% | 130,772 | $6.6M |
| Capital Advisors, Ltd. LLC | 0.83% | Add +0.3% | 126,383 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.2% | 124,752 | $6.3M |
| Norris Financial Group, LLC | 2.77% | Add +89.2% | 118,410 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | No change | 117,594 | $5.9M |
| Sterling Financial Group, Inc. | 2.04% | Add +0.2% | 112,839 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.9% | 104,521 | $5.2M |
| Advocacy Wealth Management, LLC | 0.35% | Add +11.6% | 102,536 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +9.8% | 101,373 | $5.1M |
| Brown Financial Advisors | 2.00% | Add +36.1% | 96,868 | $4.9M |
| Napa Wealth Management | 2.67% | Reduce -80.0% | 94,674 | $4.7M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -17.4% | 93,707 | $4.7M |
| Beacon Investment Advisory Services, Inc. | 0.21% | Reduce -27.4% | 89,142 | $4.5M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -42.1% | 87,881 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +3.6% | 85,056 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +10.5% | 85,042 | $4.3M |
| Virtue Capital Management, LLC | 0.48% | New | 81,241 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +69.3% | 77,142 | $3.9M |
| TruWealth Advisors, LLC | 0.21% | Add +4.4% | 69,590 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -18.4% | 68,975 | $3.5M |
| TBH Global Asset Management, LLC | 0.62% | Reduce -2.7% | 64,609 | $3.2M |
| ZEGA Investments, LLC | 0.95% | Add +13.1% | 64,440 | $3.2M |
| Mariner, LLC | 0.01% | Add +13.4% | 61,664 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -6.7% | 61,403 | $3.1M |
| Arete Wealth Advisors, LLC | 0.23% | Add +289.8% | 60,983 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +28.8% | 57,917 | $2.9M |
| LYNX Capital Group Ltd. | 1.47% | Add +0.0% | 57,145 | $2.9M |
| Mutual Advisors, LLC | 0.08% | Add +59.8% | 55,938 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Reduce -3.0% | 55,833 | $2.8M |
| Retirement Capital Strategies | 1.09% | Add +3.4% | 55,476 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +126.9% | 53,829 | $2.7M |
| Scarborough Advisors, LLC | 0.38% | Add +1.6% | 53,519 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -6.9% | 53,225 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -4.8% | 51,425 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.50% | Reduce -2.4% | 50,804 | $2.5M |
| Colonial River Investments, LLC | 1.40% | New | 50,666 | $2.5M |
| Duncker Streett & Co. Inc. | 0.50% | Reduce -3.2% | 50,359 | $2.5M |
| Trust Co | 0.28% | Reduce -8.8% | 47,594 | $2.4M |
| Belpointe Asset Management LLC | 0.12% | Reduce -2.9% | 46,676 | $2.3M |
| Copley Financial Group, Inc. | 1.65% | Reduce -12.4% | 42,944 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +1.2% | 42,654 | $2.1M |
| Transcendent Capital Group LLC | 1.19% | Add +1527.5% | 42,250 | $2.1M |
| Sovereign Financial Group, Inc. | 0.49% | Add +27.5% | 42,111 | $2.1M |
| Smartleaf Asset Management LLC | 0.20% | No change | 41,202 | $2.1M |
| Barnes Wealth Management Group, Inc | 1.25% | Add +9.0% | 38,944 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -37.5% | 38,717 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Add +174.1% | 38,565 | $1.9M |
| World Investment Advisors | 0.05% | Add +36.7% | 38,526 | $1.9M |
| Regatta Capital Group, LLC | 0.37% | Add +88.7% | 38,159 | $1.9M |
| Cathy Pareto & Associates, Inc. | 1.65% | Add +8.8% | 37,284 | $1.9M |
| Intrepid Family Office LLC | 2.61% | Add +40.0% | 35,000 | $1.8M |
| Mattson Financial Services, LLC | 0.50% | Reduce -7.1% | 33,410 | $1.7M |
| Wealthstar Advisors, LLC | 0.76% | Reduce -10.4% | 33,086 | $1.7M |
| Lake Street Private Wealth, LLC | 0.27% | New | 32,585 | $1.6M |
| Endowment Wealth Management, Inc. | 1.02% | Add +16.0% | 31,563 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.37% | Reduce -47.5% | 30,699 | $1.5M |
| Legacy Solutions, LLC | 1.68% | Add +9.7% | 30,412 | $1.5M |
| Private Trust Co. NA | 0.15% | Reduce -44.4% | 29,737 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.1% | 28,746 | $1.4M |
| Townsquare Capital LLC | 0.01% | Reduce -26.5% | 28,040 | $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.