Institutional Ownership Invesco Actively Mngd ETF Tr U (GSY)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr U (GSY). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,124,663
shares
|
$156 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,406,049
shares
|
$120 Million
0.06% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,401,546
shares
|
$120 Million
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,518,064
shares
|
$75.9 Million
0.01% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,420,789
shares
|
$71.1 Million
0.24% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,405,565
shares
|
$70.3 Million
1.86% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,327,178
shares
|
$66.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,035,800
shares
|
$51.8 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
772,194
shares
|
$38.6 Million
0.09% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
668,072
shares
|
$33.4 Million
1.66% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
630,911
shares
|
$31.6 Million
0.81% of portfolio
|
Q3 2024
Added 35.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
526,985
shares
|
$26.4 Million
0.06% of portfolio
|
Q3 2024
Added 28.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
514,031
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
492,348
shares
|
$24.6 Million
1.04% of portfolio
|
Q3 2022
Reduced 17.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
480,356
shares
|
$24 Million
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
444,146
shares
|
$22.2 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
423,548
shares
|
$21.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
393,681
shares
|
$19.7 Million
1.39% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
385,141
shares
|
$19.3 Million
0.14% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
368,898
shares
|
$18.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
361,303
shares
|
$18.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
347,438
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
338,342
shares
|
$16.9 Million
1.79% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
323,848
shares
|
$16.2 Million
1.14% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
320,119
shares
|
$16 Million
2.57% of portfolio
|
Q4 2024
Reduced 2.53%
|