Who owns Invesco Ultra Short Duration ETF?
Institutional ownership of GSY from SEC Form 13F filings across 180 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
180
13F holders
$2.04B
value, 2026 filers
57.5%
of shares outstanding (41.7M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of GSY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.8M | $342.9M | 0.1% | 9.4% | +5.8% |
| 2 | MORGAN STANLEY | 6.1M | $306.6M | 0.0% | 8.4% | +11.4% |
| 3 | WELLS FARGO & COMPANY/MN | 4.2M | $210.3M | 0.0% | 5.8% | +1.5% |
| 4 | BANK OF AMERICA CORP /DE/ | 3.9M | $193.2M | 0.0% | 5.3% | +33.1% |
| 5 | UBS Group AG | 2.1M | $105.9M | 0.0% | 2.9% | +15.7% |
| 6 | Cetera Investment Advisers | 1.6M | $80.7M | 0.1% | 2.2% | +16.8% |
| 7 | Capital Asset Advisory Services LLC | 1.5M | $74.6M | 2.7% | 2.1% | +1.3% |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | 1.5M | $74.1M | 1.2% | 2% | +3.0% |
| 9 | RAYMOND JAMES FINANCIAL INC | 1.4M | $70.1M | 0.0% | 1.9% | +12.9% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 903,256 | $45.3M | 0.0% | 1.2% | +42.1% |
| 11 | OSAIC HOLDINGS, INC. | 787,732 | $39.5M | 0.0% | 1.1% | -32.7% |
| 12 | ROYAL BANK OF CANADA | 682,087 | $34.2M | 0.0% | 0.9% | +28.9% |
| 13 | Gladstone Institutional Advisory LLC | 581,585 | $29.2M | 0.9% | 0.8% | +24.2% |
| 14 | Cambridge Investment Research Advisors, Inc. | 569,822 | $28,576 | 0.1% | 0.8% | -65.0% |
| 15 | AE Wealth Management LLC | 495,000 | $24.8M | 0.1% | 0.7% | +26904.9% |
| 16 | Arax Advisory Partners | 473,790 | $23.8M | 0.2% | 0.7% | +42.7% |
| 17 | Cyndeo Wealth Partners, LLC | 419,129 | $21.0M | 1.0% | 0.6% | +3.9% |
| 18 | Janney Montgomery Scott LLC | 388,206 | $19,469 | 0.0% | 0.5% | +77.5% |
| 19 | PRINCIPAL SECURITIES, INC. | 337,031 | $16.9M | 0.2% | 0.5% | +6.3% |
| 20 | STIFEL FINANCIAL CORP | 317,484 | $15.9M | 0.0% | 0.4% | -3.7% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 306,638 | $15.4M | 0.0% | 0.4% | +63.0% |
| 22 | Mutual Advisors, LLC | 293,071 | $14.7M | 0.3% | 0.4% | +5.8% |
| 23 | Kestra Advisory Services, LLC | 275,130 | $13.8M | 0.0% | 0.4% | +99.7% |
| 24 | Advocate Investing Services LLC | 260,150 | $13.0M | 10.1% | 0.4% | -3.7% |
| 25 | Concurrent Investment Advisors, LLC | 249,569 | $12.5M | 0.1% | 0.3% | +9.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.