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 243 institutions that hold shares in the stock, with a total of 30.3 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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
105,254
shares
|
$5.27 Million
0.15% of portfolio
|
Q4 2024
Added 36.1%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
102,773
shares
|
$5.14 Million
3.31% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
99,786
shares
|
$4.99 Million
0.43% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
95,465
shares
|
$4.78 Million
3.37% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
95,465
shares
|
$4.78 Million
3.37% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
95,388
shares
|
$4.77 Million
0.04% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
94,982
shares
|
$4.75 Million
1.27% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,771
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
83,679
shares
|
$4.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
79,669
shares
|
$3.99 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
77,602
shares
|
$3.88 Million
0.2% of portfolio
|
Q3 2024
Reduced 91.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
75,723
shares
|
$3.79 Million
0.06% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
74,336
shares
|
$3.72 Million
3.39% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
71,578
shares
|
$3.58 Million
1.48% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
70,360
shares
|
$3.52 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
67,392
shares
|
$3.37 Million
0.76% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
66,643
shares
|
$3.33 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
66,344
shares
|
$3.32 Million
0.74% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
64,413
shares
|
$3.22 Million
0.28% of portfolio
|
Q3 2024
Added 24.19%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
63,193
shares
|
$3.16 Million
0.31% of portfolio
|
Q4 2022
Added 24.73%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
62,350
shares
|
$3.12 Million
2.12% of portfolio
|
Q3 2024
Added 217.06%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
61,482
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
60,481
shares
|
$3.03 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
58,432
shares
|
$2.92 Million
2.69% of portfolio
|
Q4 2024
Added 246.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
52,763
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2024
Added 358.97%
|