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 |
|---|---|---|---|---|---|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
50,734
shares
|
$2.55 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
50,675
shares
|
$2.55 Million
0.3% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
50,309
shares
|
$2.53 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
49,519
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 95.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
46,171
shares
|
$2.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 47.46%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
44,424
shares
|
$2.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
43,475
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
42,588
shares
|
$2.14 Million
0.91% of portfolio
|
Q2 2025
Added 76.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,870
shares
|
$2.1 Million
0.09% of portfolio
|
Q2 2020
Added 2.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
41,202
shares
|
$2.07 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
40,888
shares
|
$2.05 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
39,864
shares
|
$2 Million
1.48% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
39,665
shares
|
$1.99 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
38,944
shares
|
$1.96 Million
1.25% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
38,113
shares
|
$1.91 Million
1.58% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
36,524
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
35,847
shares
|
$1.8 Million
0.18% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
35,566
shares
|
$1.79 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
35,285
shares
|
$1.77 Million
1.11% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
35,143
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
35,077
shares
|
$1.76 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,000
shares
|
$1.76 Million
2.5% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
32,990
shares
|
$1.66 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,563
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
31,887
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 59.87%
|