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 276 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
102,536
shares
|
$5.14 Million
0.43% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
101,373
shares
|
$5.08 Million
0.01% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
99,155
shares
|
$4.97 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
96,868
shares
|
$4.85 Million
2.0% of portfolio
|
Q1 2025
Added 36.07%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
93,707
shares
|
$4.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
89,142
shares
|
$4.47 Million
0.21% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
87,881
shares
|
$4.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 42.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,771
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
82,069
shares
|
$4.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
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
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
69,590
shares
|
$3.49 Million
0.22% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
68,975
shares
|
$3.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
66,312
shares
|
$3.32 Million
2.38% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
66,312
shares
|
$3.32 Million
2.38% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
64,609
shares
|
$3.24 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
63,782
shares
|
$3.2 Million
0.03% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
63,193
shares
|
$3.17 Million
0.31% of portfolio
|
Q4 2022
Added 24.73%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
62,208
shares
|
$3.12 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
61,968
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 89.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
61,403
shares
|
$3.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
58,432
shares
|
$2.93 Million
2.69% of portfolio
|
Q4 2024
Added 246.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
57,852
shares
|
$2.9 Million
0.09% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
57,164
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
56,985
shares
|
$2.86 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
55,938
shares
|
$2.8 Million
0.08% of portfolio
|
Q1 2025
Added 59.78%
|