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
Bryan Kupchik@Capstone Wealth Management Group, Llc
Recent Activity
New Position
6.26%
$11.691M
233,300 shares@ 50.11 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -45.27%
0.27%
$7.604M
151,740 shares@ 50.12 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 24.34%
0.02%
$6.389M
127,504 shares@ 50.11 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Increased 92.59%
0.27%
$6.153M
122,792 shares@ 50.12 avg price
Jennifer Matthews@Mcnaughton Wealth Management, Llc
Recent Activity
Increased 32.84%
2.75%
$5.688M
113,510 shares@ 50.11 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
New Position
2.11%
$5.646M
112,663 shares@ 50.12 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 36.1%
0.15%
$5.274M
105,254 shares@ 50.12 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Decreased -6.82%
0.21%
$3.34M
66,643 shares@ 50.12 avg price
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Increased 246.1%
2.46%
$2.928M
58,432 shares@ 50.12 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 8.44%
0.3%
$2.616M
52,212 shares@ 50.11 avg price