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 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
102,773
shares
|
$5.15 Million
3.31% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
102,536
shares
|
$5.14 Million
0.43% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
99,155
shares
|
$4.97 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
96,868
shares
|
$4.85 Million
2.0% of portfolio
|
Q1 2025
Added 36.07%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
94,674
shares
|
$4.74 Million
2.67% of portfolio
|
Q1 2025
Reduced 79.96%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
93,707
shares
|
$4.69 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,771
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
85,056
shares
|
$4.26 Million
0.01% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
81,241
shares
|
$4.07 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
77,854
shares
|
$3.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
77,142
shares
|
$3.86 Million
0.05% of portfolio
|
Q1 2025
Added 69.28%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
76,376
shares
|
$3.83 Million
0.23% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
68,975
shares
|
$3.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
66,312
shares
|
$3.32 Million
2.38% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
64,440
shares
|
$3.23 Million
0.49% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
63,193
shares
|
$3.17 Million
0.31% of portfolio
|
Q4 2022
Added 24.73%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
63,116
shares
|
$3.16 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
61,664
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
61,403
shares
|
$3.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
60,983
shares
|
$3.06 Million
0.23% of portfolio
|
Q1 2025
Added 289.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
57,917
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
57,852
shares
|
$2.9 Million
0.09% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
57,164
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
55,938
shares
|
$2.8 Million
0.08% of portfolio
|
Q1 2025
Added 59.78%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
55,833
shares
|
$2.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.98%
|