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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
32,585
shares
|
$1.63 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,563
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
31,563
shares
|
$1.58 Million
1.13% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
31,221
shares
|
$1.56 Million
1.84% of portfolio
|
Q2 2024
Added 253.18%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
30,699
shares
|
$1.54 Million
1.48% of portfolio
|
Q1 2025
Reduced 47.46%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
30,137
shares
|
$1.51 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
29,737
shares
|
$1.49 Million
0.16% of portfolio
|
Q1 2025
Reduced 44.37%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,942
shares
|
$1.45 Million
0.58% of portfolio
|
Q4 2022
Reduced 97.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
28,746
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
28,293
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
28,040
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
27,562
shares
|
$1.38 Million
0.87% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
26,952
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,858
shares
|
$1.35 Million
0.08% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25,285
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.16%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
25,276
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
25,224
shares
|
$1.26 Million
1.04% of portfolio
|
Q1 2025
Reduced 61.96%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
24,968
shares
|
$1.25 Million
2.04% of portfolio
|
Q3 2022
Reduced 19.59%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
24,600
shares
|
$1.23 Million
1.3% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
24,185
shares
|
$1.21 Million
0.56% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
23,953
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
23,836
shares
|
$1.19 Million
1.29% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
23,830
shares
|
$1.19 Million
0.93% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
23,311
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2025
Added 45.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,735
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 4.34%
|