Invesco Ultra Short Duration
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 30 superinvestors own shares of Invesco Ultra Short Duration (GSY), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Ultra Short Duration (GSY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Ultra Short Duration (GSY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Ultra Short Duration (GSY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Bryan Kupchik@Capstone Wealth Management Group, Llc
| 6.26% | $11.691M 233,300 shares@ 50.11 avg price | New Position |
Evelyn Cetina@Sterling Financial Group, Inc.
| 2.11% | $5.646M 112,663 shares@ 50.12 avg price | New Position |
Teresa Douberly@Ridgeline Wealth, Llc
| 0.6% | $736,216 14,692 shares@ 50.11 avg price | New Position |
Diane Collins@Rovin Capital Ut Adv
| 0.22% | $591,000 11,793 shares@ 50.12 avg price | New Position |
Jacob Godfrey@International Assets Investment Management, Llc
| 0.03% | $308,115 6,150 shares@ 50.1 avg price | New Position |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $35,328 705 shares@ 50.12 avg price | New Position |