GSY · Invesco Ultra Short Duration ETF ETF
$50.14
+0.01 (+0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,232,777
Total Shares: 44,522
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2025Top Holder
99.1%
−0.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,814
Highly concentrated−186
Quarterly Activity
vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+136.2%
Shares held:
+136.0%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Brown Financial Advisors | 44,105 | $2,211,865 | |
| Mid Parkside Financial Bank & Trust | 417 | $20,912 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | 18,863 | $945,413 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Brown Financial Advisors GSY | $2,211,865 | 99.06% | 44,105 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank GSY | $20,912 | 0.94% | 417 | Shares | 2026-09-04 |