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 293 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,096,067
shares
|
$206 Million
0.04% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,052,467
shares
|
$204 Million
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,819,093
shares
|
$192 Million
0.07% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,560,270
shares
|
$78.6 Million
0.01% of portfolio
|
Q2 2025
Added 35.25%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
1,438,188
shares
|
$72.4 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,236,305
shares
|
$62.3 Million
0.01% of portfolio
|
Q2 2025
Added 38.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
967,552
shares
|
$48.7 Million
0.09% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
929,019
shares
|
$46.8 Million
1.15% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
910,918
shares
|
$45.9 Million
0.02% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
833,386
shares
|
$42 Million
1.82% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
815,642
shares
|
$41.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
723,610
shares
|
$36.4 Million
0.07% of portfolio
|
Q2 2025
Added 39.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
606,999
shares
|
$30.6 Million
0.01% of portfolio
|
Q2 2025
Added 64.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
580,333
shares
|
$29.2 Million
0.7% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
532,585
shares
|
$26.8 Million
0.08% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
492,348
shares
|
$24.8 Million
1.04% of portfolio
|
Q3 2022
Reduced 17.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
480,356
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
438,921
shares
|
$22.1 Million
0.2% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
435,525
shares
|
$21.9 Million
0.88% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
422,695
shares
|
$21.3 Million
0.14% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
378,269
shares
|
$19 Million
3.31% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
352,109
shares
|
$17.7 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
349,218
shares
|
$17.6 Million
2.44% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
295,645
shares
|
$14.9 Million
0.04% of portfolio
|
Q2 2025
Added 247.59%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
288,437
shares
|
$14.5 Million
0.09% of portfolio
|
Q2 2025
Added 0.58%
|