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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
25,337
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
25,287
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Nov 14, 2023 Q3 2023 |
25,000
shares
|
$1.25 Million
1.99% of portfolio
|
Q3 2023
Added 32.28%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
24,968
shares
|
$1.25 Million
2.04% of portfolio
|
Q3 2022
Reduced 19.59%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
24,600
shares
|
$1.23 Million
1.3% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
23,379
shares
|
$1.17 Million
0.86% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
20,859
shares
|
$1.04 Million
0.81% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
20,770
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,730
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,502
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
20,333
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
20,287
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
20,220
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
19,715
shares
|
$986,341
0.0% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
19,517
shares
|
$976,435
0.26% of portfolio
|
Q4 2024
Reduced 19.0%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
19,499
shares
|
$975,534
1.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,297
shares
|
$965,428
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
18,569
shares
|
$929,007
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
18,160
shares
|
$908,544
0.08% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
17,439
shares
|
$872,473
0.24% of portfolio
|
Q4 2024
Added 36.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
17,255
shares
|
$863,267
0.0% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
17,073
shares
|
$854,162
0.4% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
17,000
shares
|
$850,510
0.17% of portfolio
|
Q4 2024
Added 46.24%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,856
shares
|
$843,305
0.0% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,796
shares
|
$840,303
0.01% of portfolio
|
Q3 2024
Reduced 31.63%
|