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 265 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
323,848
shares
|
$16.3 Million
1.14% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
320,119
shares
|
$16.1 Million
2.57% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
295,703
shares
|
$14.9 Million
1.28% of portfolio
|
Q4 2024
Added 61.3%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
235,007
shares
|
$11.8 Million
1.52% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
233,300
shares
|
$11.7 Million
6.31% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
196,776
shares
|
$9.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
187,832
shares
|
$9.44 Million
0.21% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
187,543
shares
|
$9.43 Million
0.05% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
186,112
shares
|
$9.36 Million
2.85% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
170,887
shares
|
$8.59 Million
0.01% of portfolio
|
Q4 2024
Added 45.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
170,115
shares
|
$8.55 Million
0.23% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
168,901
shares
|
$8.49 Million
0.76% of portfolio
|
Q4 2024
Reduced 50.08%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
162,541
shares
|
$8.17 Million
0.22% of portfolio
|
Q4 2023
Reduced 53.23%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
162,511
shares
|
$8.17 Million
0.05% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
153,041
shares
|
$7.69 Million
1.98% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
151,740
shares
|
$7.63 Million
0.27% of portfolio
|
Q4 2024
Reduced 45.27%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
131,684
shares
|
$6.62 Million
1.63% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
131,641
shares
|
$6.62 Million
0.02% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
127,504
shares
|
$6.41 Million
0.02% of portfolio
|
Q4 2024
Added 24.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
125,990
shares
|
$6.33 Million
0.8% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
122,792
shares
|
$6.17 Million
0.27% of portfolio
|
Q4 2024
Added 92.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
121,932
shares
|
$6.13 Million
0.24% of portfolio
|
Q4 2024
Added 57.12%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
121,038
shares
|
$6.08 Million
2.57% of portfolio
|
Q4 2024
Added 2596.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
117,594
shares
|
$5.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
113,510
shares
|
$5.71 Million
2.74% of portfolio
|
Q4 2024
Added 32.83%
|