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 |
|---|---|---|---|---|---|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
34,282
shares
|
$1.72 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
33,019
shares
|
$1.66 Million
0.39% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
31,600
shares
|
$1.59 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
31,221
shares
|
$1.57 Million
1.84% of portfolio
|
Q2 2024
Added 253.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
29,758
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Added 509.8%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,942
shares
|
$1.45 Million
0.58% of portfolio
|
Q4 2022
Reduced 97.98%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
28,293
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
28,178
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 38.58%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
27,719
shares
|
$1.39 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
27,211
shares
|
$1.37 Million
1.02% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,481
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 452.37%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
25,055
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$1.26 Million
1.34% of portfolio
|
Q3 2023
Added 32.28%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
24,968
shares
|
$1.26 Million
2.04% of portfolio
|
Q3 2022
Reduced 19.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,753
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 162.97%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
24,618
shares
|
$1.24 Million
1.07% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
24,600
shares
|
$1.24 Million
1.3% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,723
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
23,455
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
22,907
shares
|
$1.15 Million
0.69% of portfolio
|
Q4 2024
Reduced 41.39%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
22,525
shares
|
$1.13 Million
1.39% of portfolio
|
Q4 2024
Added 95.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
21,790
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
21,428
shares
|
$1.08 Million
0.81% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
20,770
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
20,414
shares
|
$1.03 Million
0.71% of portfolio
|
Q4 2024
New holding
|