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Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

Invesco Ultra Short Duration ETF logo
$50.12
+0.02 (+0.04%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Ultra Short Duration ETF (NYSEARCA:GSY)

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$338.36M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$172.60M
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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
11/1/2024Oxbow Advisors LLC33,295$1.67M0.2%-5.4%0.085%
11/1/2024Lionsbridge Wealth Management LLC16,883$847K0.7%-31.7%0.043%
11/1/2024 Advocacy Wealth Management Services LLC99,786$5.01M0.4%-16.3%0.254%
10/31/2024 Concurrent Investment Advisors LLC160,643$8.06M0.2%+216.5%0.409%
10/30/2024 Ameritas Advisory Services LLC277,252$13.91M0.6%-39.3%0.705%
10/30/2024 Capital Wealth Alliance LLC39,084$1.96M1.1%+34.6%0.099%
10/29/2024 Janney Montgomery Scott LLC102,546$5.15M0.0%-9.6%0.261%
10/29/2024 Chicago Partners Investment Group LLC14,563$729K0.0%-4.3%0.037%
10/29/2024 Weatherly Asset Management L. P.20,287$1.02M0.1%-10.4%0.052%
10/28/2024 Gladstone Institutional Advisory LLC444,146$22.29M1.1%-4.7%1.130%
10/28/2024 Principal Securities Inc.178,214$8.94M0.2%+8.9%0.453%
10/25/2024 Financial Advocates Investment Management6,965$350K0.0%-15.5%0.018%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors30,306$1.52M0.2%N/A0.077%
10/24/2024 J.W. Cole Advisors Inc.33,386$1.68M0.1%-59.8%0.085%
10/24/2024 Capital Advisors Ltd. LLC121,597$6.10M0.8%-13.6%0.309%
10/24/2024 Consolidated Portfolio Review Corp66,344$3.33M0.7%+4.8%0.169%
10/23/2024 Allworth Financial LP672$34K0.0%N/A0.002%
10/23/2024 Great Lakes Retirement Inc.233,993$11.74M1.5%+2.1%0.595%
10/23/2024 YHB Investment Advisors Inc.16,840$845K0.1%+5.9%0.043%
10/22/2024 Lake Street Private Wealth LLC4,274$214K0.0%N/A0.011%
10/22/2024 Guidance Capital Inc.171,766$8.64M2.7%+5.1%0.437%
10/22/2024 Greenleaf Trust423,548$21.25M0.2%-2.6%1.078%
10/22/2024 Private Advisor Group LLC170,125$8.54M0.1%-2.1%0.433%
10/22/2024 WT Wealth Management14,152$711K0.2%-59.8%0.036%
10/21/2024 Calton & Associates Inc.6,028$302K0.1%-32.2%0.015%
10/21/2024 Foundations Investment Advisors LLC6,922$347K0.0%-26.2%0.018%
10/21/2024 Castleview Partners LLC4,511$226K0.1%N/A0.011%
10/19/2024Cyndeo Wealth Partners LLC316,365$15.88M1.1%N/A0.805%
10/19/2024New Century Financial Group LLC6,802$341K0.1%N/A0.017%
10/17/2024 TruWealth Advisors LLC71,522$3.59M0.2%+7.3%0.182%
10/16/2024 Global Retirement Partners LLC49,040$2.46M0.1%-3.2%0.125%
10/16/2024 Nottingham Advisors Inc.7,396$371K0.0%-10.0%0.019%
10/16/2024 EdgeRock Capital LLC6,651$334K0.2%+48.4%0.017%
10/15/2024 Regatta Capital Group LLC17,125$859K0.2%+47.2%0.044%
10/15/2024 NBC Securities Inc.6,725$337K0.0%-63.7%0.017%
10/11/2024 Fifth Third Securities Inc.183,325$9.20M0.9%+32.8%0.466%
10/11/2024 Creative Planning216,498$10.86M0.0%-3.8%0.551%
10/11/2024 Paladin Wealth LLC30,177$1.51M1.3%N/A0.077%
10/11/2024 VitalStone Financial LLC4,086$205K0.1%-16.4%0.010%
10/10/2024 Johnson Bixby & Associates LLC328,430$16.48M2.5%-3.0%0.836%
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10/10/2024 Concourse Financial Group Securities Inc.2,906$146K0.0%+10.7%0.007%
10/10/2024 Octavia Wealth Advisors LLC21,374$1.07M0.1%-2.5%0.054%
10/9/2024 Watts Gwilliam & Co. LLC8,004$402K0.1%N/A0.020%
10/9/2024 B & T Capital Management DBA Alpha Capital Management11,625$583K0.1%-59.2%0.030%
10/8/2024 CWM LLC361,303$18.13M0.1%-3.3%0.919%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors64,413$3.23M0.3%+24.2%0.164%
10/8/2024 Sovereign Financial Group Inc.32,531$1.63M0.4%+11.7%0.083%
10/8/2024 Northwest Capital Management Inc700$35K0.0%+8,650.0%0.002%
10/8/2024 Dynamic Advisor Solutions LLC44,323$2.22M0.1%+67.5%0.113%
10/8/2024 Atwood & Palmer Inc.4,450$223K0.0%-26.1%0.011%
10/3/2024 Private Client Services LLC6,338$318K0.2%N/A0.016%
9/5/2024Sanctuary Advisors LLC92,141$4.59M0.0%N/A0.234%
8/8/2024 VitalStone Financial LLC4,889$244K0.2%+5.1%0.012%
8/7/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH12,552$626K0.2%+90.0%0.032%
8/7/2024Ashton Thomas Private Wealth LLC50,825$2.54M0.1%+12.5%0.129%
7/31/2024 IFG Advisory LLC21,605$1.08M0.1%+10.7%0.055%
7/29/2024 Ameritas Advisory Services LLC456,700$22.79M0.9%-2.0%1.162%
7/26/2024 Cambridge Investment Research Advisors Inc.1,371,618$68.44M0.3%+788.3%3.490%
7/15/2024 Fifth Third Securities Inc.138,033$6.89M0.6%N/A0.351%
7/10/2024 NBC Securities Inc.18,515$923K0.1%+4.8%0.047%
7/10/2024 CWM LLC373,482$18.64M0.1%-2.1%0.950%
6/26/2024Financial Gravity Asset Management Inc.2,511$125K0.0%-23.8%0.006%
5/24/2024Cetera Advisor Networks LLC613,347$30.60M0.2%+22.7%1.561%
5/24/2024Cetera Advisors LLC25,670$1.28M0.0%+114.7%0.065%
5/24/2024Cetera Investment Advisers651,763$32.52M0.1%+2,557.0%1.658%
5/17/2024National Wealth Management Group LLC20,715$1.03M0.8%+305.6%0.053%
5/17/2024Comerica Bank8,727$435K0.0%+62.2%0.022%
5/16/2024Jane Street Group LLC245,989$12.27M0.0%-76.0%0.626%
5/16/2024B. Riley Wealth Advisors Inc.12,233$608K0.0%+19.4%0.031%
5/15/2024Transcendent Capital Group LLC2,507$125K0.1%+401.4%0.006%
5/15/2024Flow Traders U.S. LLC1,022,397$51.01M2.7%+3.0%2.602%
5/14/2024Axxcess Wealth Management LLC379,331$18.93M0.5%+35.9%0.965%
5/13/2024PAX Financial Group LLC6,113$305K0.1%+4.3%0.016%
5/11/2024 Capital Wealth Alliance LLC34,567$1.73M1.0%-20.9%0.088%
5/10/2024Osaic Holdings Inc.422,808$21.10M0.0%+51.6%1.076%
5/10/2024Prevail Innovative Wealth Advisors LLC11,962$597K0.2%+23.6%0.030%
5/9/2024 Great Lakes Retirement Inc.236,624$11.81M1.7%-0.9%0.602%
5/9/2024Beacon Investment Advisory Services Inc.98,615$4.92M0.2%-35.2%0.251%
5/9/2024Endowment Wealth Management Inc.19,608$978K0.7%+5.5%0.050%
5/9/2024 Koshinski Asset Management Inc.4,903$245K0.0%N/A0.012%
5/8/2024Financial & Tax Architects LLC16,756$836K0.2%+5.7%0.043%
5/8/2024 Bleakley Financial Group LLC124,766$6.23M0.2%-23.2%0.317%
5/8/2024Avantax Advisory Services Inc.6,582$328K0.0%N/A0.017%
5/8/2024 Legacy Capital Group California Inc.5,727$286K0.1%-6.2%0.015%
5/7/2024 Concurrent Investment Advisors LLC44,358$2.21M0.1%+54.9%0.113%
5/7/2024Montag A & Associates Inc.4,880$243K0.0%-30.0%0.012%
5/7/2024Oppenheimer & Co. Inc.49,741$2.48M0.0%+2.3%0.127%
5/6/2024 VitalStone Financial LLC4,651$232K0.2%-90.4%0.012%
5/6/2024Oxbow Advisors LLC37,050$1.85M0.3%-5.2%0.095%
5/4/2024Geneos Wealth Management Inc.4,971$248K0.0%-13.7%0.013%
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5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors50,850$2.54M0.3%-33.6%0.130%
5/2/2024Lionsbridge Wealth Management LLC11,766$587K0.5%-50.7%0.030%
5/2/2024Seelaus Asset Management LLC7,887$393K0.4%-14.1%0.020%
5/1/2024 Janney Montgomery Scott LLC117,066$5.84M0.0%+68.7%0.299%
5/1/2024BNP Paribas Financial Markets28,784$1.44M0.0%-21.2%0.073%
4/30/2024 Private Advisor Group LLC160,916$8.03M0.1%+7.2%0.411%
4/30/2024 Consolidated Portfolio Review Corp57,064$2.85M0.7%+5.6%0.146%
4/30/2024 J.W. Cole Advisors Inc.72,829$3.63M0.2%+632.7%0.186%
4/30/2024 Concord Wealth Partners921$46K0.0%N/A0.002%
4/30/2024Commonwealth Equity Services LLC14,128$705K0.0%+89.8%0.036%
(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, 254 institutional investors and hedge funds held shares of Invesco Ultra Short Duration ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($120.90M), Bank of America Corp DE ($103.55M), LPL Financial LLC ($73.22M), Cambridge Investment Research Advisors Inc. ($68.44M), Gradient Investments LLC ($63.02M), Flow Traders U.S. LLC ($51.01M), and Atria Wealth Solutions Inc. ($40.54M).Learn more on GSY's institutional investors.

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

Of the 192 institutional investors that purchased Invesco Ultra Short Duration ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($1.47M), Wells Fargo & Company MN ($1.32M), Gradient Investments LLC ($1.14M), Jane Street Group LLC ($740.83K), Avestar Capital LLC ($676.40K), Cetera Investment Advisers ($631.03K), and Cetera Advisor Networks LLC ($601.31K).

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

Institutional investors have bought a total of 17,561,964 shares in the last 24 months. This purchase volume represents approximately $872.17M in transactions.

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

Of the 163 institutional investors that sold Invesco Ultra Short Duration ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TruWealth Advisors LLC ($1.49M), Gratus Capital LLC ($1.08M), Jane Street Group LLC ($780.85K), Johnson Bixby & Associates LLC ($752.55K), Raymond James Financial Services Advisors Inc. ($430.49K), Cambridge Investment Research Advisors Inc. ($338.42K), and Buckingham Capital Management Inc. ($326.17K).

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

Institutional investors have sold a total of 10,761,961 shares in the last 24 months. This volume of shares sold represents approximately $534.63M in transactions.



This page (NYSEARCA:GSY) was last updated on 11/2/2024 by MarketBeat.com Staff
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