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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
113,480
shares
|
$5.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
112,663
shares
|
$5.66 Million
2.71% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
105,254
shares
|
$5.29 Million
0.15% of portfolio
|
Q4 2024
Added 36.1%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
102,773
shares
|
$5.17 Million
3.31% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
99,155
shares
|
$4.98 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
93,375
shares
|
$4.69 Million
0.01% of portfolio
|
Q4 2024
Added 355.44%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
92,322
shares
|
$4.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
91,922
shares
|
$4.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,771
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
84,481
shares
|
$4.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
82,510
shares
|
$4.15 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
82,069
shares
|
$4.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
79,669
shares
|
$4 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
74,336
shares
|
$3.74 Million
3.39% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
71,190
shares
|
$3.58 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
66,643
shares
|
$3.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
66,414
shares
|
$3.34 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
66,312
shares
|
$3.33 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
|
$3.33 Million
2.38% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
65,778
shares
|
$3.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
63,782
shares
|
$3.21 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
|
$3.18 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
|
$3.13 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
61,968
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Added 89.8%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
58,432
shares
|
$2.94 Million
2.69% of portfolio
|
Q4 2024
Added 246.1%
|