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 288 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,937,211
shares
|
$198 Million
0.01% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,745,312
shares
|
$188 Million
0.04% of portfolio
|
Q1 2025
Added 38.77%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,452,667
shares
|
$73 Million
1.65% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,153,606
shares
|
$58 Million
0.0% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
967,552
shares
|
$48.6 Million
0.09% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
929,019
shares
|
$46.7 Million
1.15% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
892,939
shares
|
$44.9 Million
0.01% of portfolio
|
Q1 2025
Added 43.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
815,642
shares
|
$41 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.93%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
804,106
shares
|
$40.4 Million
1.89% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
780,436
shares
|
$39.2 Million
0.02% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
606,999
shares
|
$30.5 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
|
Jul 25, 2025 Q2 2025 |
528,575
shares
|
$26.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
516,945
shares
|
$26 Million
0.06% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
492,348
shares
|
$24.7 Million
1.04% of portfolio
|
Q3 2022
Reduced 17.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
480,356
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
422,695
shares
|
$21.2 Million
0.14% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
379,732
shares
|
$19.1 Million
0.92% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
377,964
shares
|
$19 Million
0.17% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
353,424
shares
|
$17.8 Million
1.1% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
321,577
shares
|
$16.2 Million
2.39% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
303,918
shares
|
$15.3 Million
1.17% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
286,782
shares
|
$14.4 Million
0.12% of portfolio
|
Q1 2025
Added 349.63%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
280,884
shares
|
$14.1 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.19%
|