INVESCO ULTRA SHORT DURATION (GSY) Institutional Ownership Changes & 13F Activity
INVESCO ULTRA SHORT DURATION (GSY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Flow Traders U.S. Llc, Bank Of America Corp, Morgan Stanley, Tower Research Capital Llc (Trc), and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Capital Advisor Network Llc | Buy | +2,941 | — | 2,941 | $147.40K | Q1 2026 | Aug 06, 2026 |
| Wells Fargo & Company/Mn | Buy | +267,860 | +6.9% | 4,129,415 | $206.97M | Q1 2026 | Jul 08, 2026 |
| Norris Financial Group, Llc | Buy | +57,800 | +69.0% | 141,587 | $7.10M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +9,672 | — | 9,672 | $484.73K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +1,749,388 | +152.9% | 2,893,767 | $145.04M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +18,328 | — | 18,328 | $918.58K | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -9,834 | -16.9% | 48,391 | $1.45M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +4,371 | +38.2% | 15,806 | $792.30K | Q1 2026 | May 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -3,929 | -8.7% | 41,226 | $2.07M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -763 | -1.9% | 39,768 | $1.99M | Q1 2026 | May 18, 2026 |
| Flow Traders U.S. Llc | Sell | -1,971,424 | -95.8% | 86,649 | $4.34M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +883,996 | +19.2% | 5,490,523 | $275.19M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -705,750 | -91.4% | 66,104 | $3.31M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +650,495 | +125.1% | 1,170,470 | $58.66M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +452,227 | +588.2% | 529,112 | $26.52M | Q1 2026 | May 15, 2026 |
| Retirement Capital Strategies | Buy | +171,792 | — | 171,792 | $8.61M | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Sell | -156,319 | -53.4% | 136,681 | $6.85M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +73,382 | +77.0% | 168,651 | $8.45M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +70,093 | +59.4% | 188,125 | $9.42M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -66,760 | -48.4% | 71,216 | $3.57M | Q1 2026 | May 15, 2026 |
| Bramshill Investments, Llc | Sell | -41,295 | -2.0% | 1,980,530 | $99.26M | Q1 2026 | May 15, 2026 |
| Brown Financial Advisors | Sell | -34,394 | -43.7% | 44,280 | $2.22M | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +22,306 | +54.1% | 63,508 | $3.18M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +19,493 | +56.8% | 53,788 | $2.70M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +18,426 | +79.2% | 41,695 | $2.10M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +15,051 | +101.5% | 29,874 | $1.50M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +12,839 | +107.9% | 24,734 | $1.24M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -12,127 | -85.6% | 2,047 | $102.59K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -10,586 | -66.9% | 5,239 | $262.58K | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Buy | +10,554 | +2.4% | 457,764 | $22.94M | Q1 2026 | May 15, 2026 |
Frequently asked questions about GSY activity
Which institutional owners are buying GSY?
Institutional owners buying GSY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GSY activity?
"Buy" means an investor increased their reported position in GSY compared to the prior reporting period. This reflects growing exposure to INVESCO ULTRA SHORT DURATION (GSY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GSY increasing?
Institutional interest in GSY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.