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Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

Invesco Ultra Short Duration ETF logo
$50.19 +0.05 (+0.10%)
Closing price 08/1/2025 04:10 PM Eastern
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$50.20 +0.01 (+0.01%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Ultra Short Duration ETF (NYSEARCA:GSY)

Number of
Institutional Buyers
(last 12 months)
192
Total
Institutional Inflows
(last 12 months)
$448.61M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$256.12M
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GSY Institutional Buying and Selling by Quarter

Invesco Ultra Short Duration ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 GWN Securities Inc.4,583$230K0.0%-47.8%0.008%
8/1/2025 Ashton Thomas Private Wealth LLC35,566$1.78M0.1%-30.8%0.065%
8/1/2025 Envestnet Asset Management Inc.606,999$30.44M0.0%+64.8%1.118%
8/1/2025 Chilton Capital Management LLC1,000$50K0.0%-48.4%0.002%
7/31/2025 Strait & Sound Wealth Management LLC42,588$2.14M0.9%+76.1%0.078%
7/31/2025 B & T Capital Management DBA Alpha Capital Management4,000$201K0.0%-77.5%0.007%
7/31/2025 Peterson Wealth Services4,468$224K0.1%-59.8%0.008%
7/31/2025 GenTrust LLC30,779$1.54M0.1%N/A0.057%
7/30/2025 Bleakley Financial Group LLC83,493$4.19M0.1%-10.9%0.154%
7/30/2025 Capital Wealth Alliance LLC25,729$1.29M0.7%-6.7%0.047%
7/30/2025 Freedom Investment Management Inc.23,521$1.18M0.1%-6.9%0.043%
7/30/2025 D.A. Davidson & CO.72,186$3.62M0.0%+4.7%0.133%
7/30/2025 Lionsbridge Wealth Management LLC29,034$1.46M1.4%-5.4%0.053%
7/30/2025 Avidian Wealth Enterprises LLC10,588$531K0.0%N/A0.019%
7/30/2025 Drive Wealth Management LLC158,056$7.93M1.7%-7.2%0.291%
7/29/2025 International Assets Investment Management LLC6,150$308K0.0%N/A0.011%
7/29/2025 Stratos Wealth Partners LTD.14,773$741K0.0%+18.1%0.027%
7/29/2025 Private Trust Co. NA35,847$1.80M0.2%+20.5%0.066%
7/29/2025 Mattson Financial Services LLC30,289$1.52M0.4%-9.3%0.056%
7/28/2025 Mutual Advisors LLC134,235$6.73M0.2%+140.0%0.247%
7/28/2025 Axxcess Wealth Management LLC929,019$46.58M1.1%+21.8%1.711%
7/25/2025 Atria Wealth Solutions Inc.580,333$29.10M0.7%-43.7%1.069%
7/25/2025 Endowment Wealth Management Inc.35,285$1.77M0.9%+11.8%0.065%
7/25/2025 Total Clarity Wealth Management Inc.18,243$915K0.3%+63.9%0.034%
7/25/2025 CWM LLC528,575$26.50M0.1%-0.8%0.973%
7/25/2025 Transcendent Capital Group LLC17,731$889K0.5%-58.0%0.033%
7/25/2025 Wealth Advisory Team LLC7,079$355K0.3%N/A0.013%
7/25/2025 Sovereign Financial Group Inc.39,665$1.99M0.4%-5.8%0.073%
7/25/2025 Concurrent Investment Advisors LLC158,394$7.94M0.2%+0.3%0.292%
7/24/2025 Cyndeo Wealth Partners LLC353,424$17.72M1.0%+1.2%0.651%
7/24/2025 Capital Advisors Ltd. LLC114,659$5.75M0.7%-9.3%0.211%
7/23/2025 Triasima Portfolio Management inc.7,985$400K0.1%N/A0.015%
7/23/2025 1 North Wealth Services LLC148,870$7.46M3.0%+0.5%0.272%
7/22/2025 Belpointe Asset Management LLC44,424$2.23M0.1%-4.8%0.081%
7/22/2025 DAVENPORT & Co LLC6,581$330K0.0%+19.4%0.012%
7/22/2025 Wealthcare Advisory Partners LLC186,440$9.35M0.2%+37.2%0.341%
7/21/2025 Ameritas Advisory Services LLC46,171$2.32M0.1%-47.5%0.084%
7/18/2025 Parsons Capital Management Inc. RI20,888$1.05M0.1%+223.2%0.038%
7/18/2025 PFG Investments LLC4,223$212K0.0%N/A0.008%
7/18/2025 Consolidated Portfolio Review Corp23,311$1.17M0.2%+45.6%0.043%
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7/18/2025 Institute for Wealth Management LLC.14,506$727K0.1%+10.7%0.027%
7/18/2025 Truist Financial Corp108,999$5.47M0.0%+7.5%0.199%
7/17/2025 Greenleaf Trust377,964$18.95M0.2%-12.7%0.661%
7/17/2025 Janney Montgomery Scott LLC110,041$5.52M0.0%-11.8%0.192%
7/17/2025 Wagner Wealth Management LLC13,034$654K0.1%+2.1%0.023%
7/17/2025 Patton Albertson Miller Group LLC9,557$479K0.1%+7.1%0.017%
7/17/2025 Johnson Bixby & Associates LLC321,577$16.12M2.2%+1.9%0.562%
7/17/2025 TBH Global Asset Management LLC63,116$3.17M0.3%-2.3%0.110%
7/16/2025 Spirepoint Private Client LLC17,350$870K0.1%N/A0.030%
7/16/2025 Octavia Wealth Advisors LLC18,424$924K0.1%-11.2%0.032%
7/16/2025 Maridea Wealth Management LLC6,297$316K0.1%N/A0.011%
7/15/2025 Pitti Group Wealth Management LLC23,836$1.20M1.0%+3.2%0.042%
7/15/2025 Beacon Investment Advisory Services Inc.77,854$3.90M0.2%-12.7%0.136%
7/15/2025 Regatta Capital Group LLC35,077$1.76M0.3%-8.1%0.061%
7/15/2025 Legacy Solutions LLC30,137$1.51M1.4%-0.9%0.053%
7/14/2025 Park Avenue Securities LLC4,366$219K0.0%N/A0.008%
7/14/2025 Cathy Pareto & Associates Inc.38,113$1.91M1.6%+2.2%0.070%
7/14/2025 Sowell Financial Services LLC16,455$825K0.0%-1.9%0.030%
7/11/2025 Ridgeline Wealth LLC6,289$315K0.3%-33.1%0.012%
7/11/2025 Farther Finance Advisors LLC2,238$112K0.0%+1,422.4%0.004%
7/10/2025 Sterling Financial Group Inc.117,212$5.88M2.0%+3.9%0.215%
7/10/2025 YHB Investment Advisors Inc.21,370$1.07M0.1%+9.2%0.039%
7/9/2025 Dynamic Advisor Solutions LLC32,563$1.63M0.1%-23.7%0.060%
7/9/2025 Westbourne Investments Inc.9,200$461K0.2%-2.1%0.017%
7/9/2025 Keystone Wealth Services LLC13,387$671K0.2%N/A0.025%
7/9/2025 Triumph Capital Management9,536$478K0.1%-41.7%0.018%
7/8/2025 Atwood & Palmer Inc.2,750$138K0.0%-27.6%0.005%
7/8/2025 Paladin Wealth LLC23,830$1.20M0.9%-5.4%0.044%
7/8/2025 Gradient Investments LLC1,452,667$72.84M1.3%-2.5%2.670%
7/8/2025 Parallel Advisors LLC4,580$230K0.0%-13.6%0.008%
7/7/2025 Capital Asset Advisory Services LLC804,106$40.33M1.9%+11.0%1.475%
7/7/2025 TruWealth Advisors LLC76,376$3.83M0.2%+9.8%0.140%
7/1/2025 Private Client Services LLC10,342$519K0.2%+14.4%0.019%
5/27/2025Iron Gate Global Advisors LLC4,072$204K0.0%-12.8%0.007%
5/22/2025 Mattson Financial Services LLC33,410$1.68M0.5%-7.1%0.061%
5/22/2025WBI Investments LLC6,979$350K0.1%N/A0.013%
5/21/2025 Westbourne Investments Inc.9,400$471K0.3%N/A0.017%
5/21/2025Geneos Wealth Management Inc.6,296$316K0.0%+11.8%0.011%
5/20/2025 Belpointe Asset Management LLC46,676$2.34M0.1%-2.9%0.084%
5/20/2025Focus Partners Wealth8,327$417K0.0%-11.8%0.015%
5/19/2025Jane Street Group LLC7,081$355K0.0%N/A0.013%
5/16/2025Arete Wealth Advisors LLC60,983$3.06M0.2%+289.8%0.110%
5/16/2025 Strait & Sound Wealth Management LLC24,185$1.21M0.6%+38.7%0.044%
5/16/2025 Ashton Thomas Private Wealth LLC51,425$2.58M0.1%-4.8%0.093%
5/16/2025Jones Financial Companies Lllp39,605$1.99M0.0%+215.3%0.071%
5/16/2025Legacy Wealth Managment LLC ID25,224$1.26M0.9%-62.0%0.045%
5/16/2025Redwood Financial Network Corp8,957$449K0.3%-3.4%0.016%
5/16/2025National Wealth Management Group LLC10,110$507K0.3%-83.7%0.018%
5/16/2025NewEdge Advisors LLC19,587$982K0.0%+5.4%0.035%
5/16/2025Integrated Wealth Concepts LLC77,142$3.87M0.0%+69.3%0.139%
Trump Did What!? (Ad)

Last May, President Trump signed four executive orders that could spark the biggest energy disruption in decades. This move opens the door for a next-gen power source with the potential to upend oil and gas, slash emissions, and accelerate artificial intelligence breakthroughs. While stocks tied to this trend have already soared, one overlooked corner of the industry could deliver even bigger gains—and it’s still flying under the radar.

Get the name and ticker of the breakout stock positioned for this energy revolution.
5/16/2025Gotham Asset Management LLC286,782$14.37M0.1%+349.6%0.517%
5/16/2025Concorde Asset Management LLC3,996$200K0.1%N/A0.007%
5/16/2025AQR Capital Management LLC9,249$464K0.0%+75.6%0.017%
5/16/2025 1 North Wealth Services LLC148,139$7.43M3.4%+22.4%0.267%
5/15/2025Royal Bank of Canada57,917$2.90M0.0%+28.8%0.104%
5/15/2025MAI Capital Management22,062$1.11M0.0%+10.6%0.040%
5/15/2025Baird Financial Group Inc.19,467$976K0.0%+15.5%0.035%
5/14/2025Comerica Bank9,591$481K0.0%+2.9%0.017%
5/14/2025 Freedom Investment Management Inc.25,276$1.27M0.1%+0.9%0.046%
5/14/2025Napa Wealth Management94,674$4.75M2.7%-80.0%0.171%
(Data available from 1/1/2016 forward)

GSY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GSY shares?

During the previous two years, 281 institutional investors and hedge funds held shares of Invesco Ultra Short Duration ETF. The most heavily invested institutionals were LPL Financial LLC ($166.29M), Wells Fargo & Company MN ($135.24M), Gradient Investments LLC ($72.84M), JPMorgan Chase & Co. ($69.20M), Cambridge Investment Research Advisors Inc. ($63.96M), Bank of America Corp DE ($49.92M), and Axxcess Wealth Management LLC ($46.58M).Learn more on Invesco Ultra Short Duration ETF's institutional investors.

Which institutional investors have been buying Invesco Ultra Short Duration ETF's stock?

Of the 240 institutional investors that purchased Invesco Ultra Short Duration ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($1.36M), Atria Wealth Solutions Inc. ($1.23M), LPL Financial LLC ($1.19M), Axxcess Wealth Management LLC ($837.16K), Gradient Investments LLC ($797.56K), Cetera Investment Advisers ($775.94K), and Avestar Capital LLC ($501.77K).

How much institutional buying is happening at Invesco Ultra Short Duration ETF?

Institutional investors have bought a total of 8,949,600 shares in the last 24 months. This purchase volume represents approximately $448.61M in transactions.

Which of Invesco Ultra Short Duration ETF's major shareholders have been selling company stock?

Of the 112 institutional investors that sold Invesco Ultra Short Duration ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($967.90K), Bank of America Corp DE ($521.90K), Atria Wealth Solutions Inc. ($451.35K), Ameritas Advisory Services LLC ($410.53K), Napa Wealth Management ($377.77K), Independent Advisor Alliance ($360.37K), and Cambridge Investment Research Advisors Inc. ($275.83K).

How much institutional selling is happening at Invesco Ultra Short Duration ETF?

Institutional investors have sold a total of 5,108,428 shares in the last 24 months. This volume of shares sold represents approximately $256.12M in transactions.



This page (NYSEARCA:GSY) was last updated on 8/4/2025 by MarketBeat.com Staff
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