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 294 institutions that hold shares in the stock, with a total of 38.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
30,254
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
29,820
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
29,765
shares
|
$1.5 Million
0.63% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
29,041
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
28,985
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2025
Added 35.63%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,942
shares
|
$1.46 Million
0.58% of portfolio
|
Q4 2022
Reduced 97.98%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
28,404
shares
|
$1.43 Million
0.13% of portfolio
|
Q3 2025
Reduced 20.76%
|
|
|
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%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
28,146
shares
|
$1.42 Million
1.52% of portfolio
|
Q3 2025
Added 18.08%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
27,851
shares
|
$1.4 Million
0.33% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
27,382
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
26,665
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2025
Added 121.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
25,407
shares
|
$1.28 Million
0.88% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,119
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 170.07%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$1.26 Million
1.08% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
24,968
shares
|
$1.26 Million
2.04% of portfolio
|
Q3 2022
Reduced 19.59%
|
|
|
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%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
24,340
shares
|
$1.22 Million
0.65% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
23,292
shares
|
$1.17 Million
0.97% of portfolio
|
Q2 2025
Reduced 64.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
22,835
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
22,823
shares
|
$1.15 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
22,695
shares
|
$1.14 Million
0.83% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
22,486
shares
|
$1.13 Million
1.31% of portfolio
|
Q3 2025
Reduced 22.55%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
22,403
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2025
Added 0.18%
|
|