GSY

Invesco Ultra Short Duration

Latest period2024 - Q4Total superinvestors30

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 33.74%
0.23%
$424,743
8,476 shares@ 50.12 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Increased 34.01%
0.06%
$410,510
8,181 shares@ 50.18 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Increased 1.42%
0.15%
$345,728
6,898 shares@ 50.13 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.03%
$308,115
6,150 shares@ 50.1 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 9.97%
0.03%
$259,269
5,174 shares@ 50.11 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
0.02%
$222,990
4,450 shares@ 50.12 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$212,259
4,230 shares@ 50.18 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
0.01%
$43,846
875 shares@ 50.11 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
New Position
0.01%
$35,328
705 shares@ 50.12 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Decreased -92.27%
0.01%
$20,724
414 shares@ 50.06 avg price