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 |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
55,476
shares
|
$2.78 Million
1.11% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
53,829
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Added 126.91%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
53,519
shares
|
$2.68 Million
0.4% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
51,425
shares
|
$2.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
50,884
shares
|
$2.55 Million
1.18% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
50,804
shares
|
$2.55 Million
1.5% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
50,675
shares
|
$2.54 Million
0.3% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
50,359
shares
|
$2.52 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
49,027
shares
|
$2.46 Million
1.88% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
46,171
shares
|
$2.31 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%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
42,250
shares
|
$2.12 Million
1.19% of portfolio
|
Q1 2025
Added 1527.5%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
42,111
shares
|
$2.11 Million
0.5% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
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
|
$2.06 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
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
38,944
shares
|
$1.95 Million
1.25% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
38,717
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
38,526
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Added 36.72%
|
|
|
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%
|
|
|
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
|
$1.75 Million
2.5% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
33,410
shares
|
$1.67 Million
0.5% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
33,086
shares
|
$1.66 Million
0.8% of portfolio
|
Q1 2025
Reduced 10.39%
|