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Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

Invesco Ultra Short Duration ETF logo
$50.03 -0.19 (-0.38%)
Closing price 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)
122
Total
Institutional Inflows
(last 12 months)
$339.06M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$199.09M
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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
1/21/2025Gradient Investments LLC1,405,565$70.43M1.4%+1.9%3.577%
1/21/2025Johnson Bixby & Associates LLC320,119$16.04M2.4%-2.5%0.815%
1/17/2025 Beacon Investment Advisory Services Inc.122,792$6.15M0.3%+92.6%0.312%
1/17/2025 Mutual Advisors LLC35,010$1.76M0.1%+40.1%0.089%
1/17/2025 Janney Montgomery Scott LLC127,504$6.39M0.0%+24.3%0.324%
1/17/2025 Octavia Wealth Advisors LLC20,770$1.04M0.1%-2.8%0.053%
1/16/2025 Koshinski Asset Management Inc.5,174$259K0.0%+10.0%0.013%
1/16/2025 Lionsbridge Wealth Management LLC58,432$2.93M2.5%+246.1%0.149%
1/15/2025 TruWealth Advisors LLC66,643$3.34M0.2%-6.8%0.170%
1/15/2025 Ameritas Advisory Services LLC151,740$7.60M0.3%-45.3%0.386%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH17,439$874K0.2%+36.9%0.044%
1/15/2025 B & T Capital Management DBA Alpha Capital Management17,000$852K0.2%+46.2%0.043%
1/15/2025 Wealthcare Advisory Partners LLC105,254$5.27M0.1%+36.1%0.268%
1/15/2025 Sterling Financial Group Inc.112,663$5.65M2.1%N/A0.287%
1/14/2025 Rovin Capital UT ADV11,793$591K0.2%N/A0.030%
1/14/2025 Sovereign Financial Group Inc.33,019$1.66M0.4%+1.5%0.084%
1/14/2025 Capstone Wealth Management Group LLC233,300$11.69M6.3%N/A0.594%
1/14/2025 KWB Wealth8,181$411K0.1%+34.0%0.021%
1/14/2025 McNaughton Wealth Management LLC113,510$5.69M2.7%+32.8%0.289%
1/13/2025 AdvisorNet Financial Inc705$35K0.0%N/A0.002%
1/10/2025 Watts Gwilliam & Co. LLC9,048$454K0.1%+13.0%0.023%
1/8/2025 Private Client Services LLC8,476$425K0.2%+33.7%0.022%
1/8/2025 International Assets Investment Management LLC6,150$308K0.0%N/A0.016%
1/6/2025 Ridgeline Wealth LLC14,692$736K0.6%N/A0.037%
12/26/2024JPMorgan Chase & Co.1,327,178$66.60M0.0%+1.3%3.377%
12/13/2024B. Riley Wealth Advisors Inc.10,194$512K0.0%-2.6%0.026%
12/9/2024Copley Financial Group Inc.74,336$3.73M3.4%N/A0.189%
11/25/2024Tidal Investments LLC10,000$502K0.0%N/A0.025%
11/25/2024World Investment Advisors LLC20,333$1.02M0.0%N/A0.052%
11/25/2024Sanctuary Advisors LLC70,360$3.52M0.0%-23.6%0.179%
11/18/2024Arete Wealth Advisors LLC13,784$692K0.1%-46.8%0.035%
11/18/2024Brown Financial Advisors71,578$3.59M1.5%+4.8%0.182%
11/18/2024Strait & Sound Wealth Management LLC15,875$797K0.4%+219.4%0.040%
11/15/2024MML Investors Services LLC83,679$4.20M0.0%-6.2%0.213%
11/15/2024Legacy Investment Solutions LLC95,465$4.79M3.0%N/A0.243%
11/15/2024Zega Financial LLC28,293$1.42M0.2%+31.4%0.072%
11/15/2024National Bank of Canada FI19,715$989K0.0%-2.4%0.050%
11/15/2024WESCAP Management Group Inc.140,260$7.04M1.8%+3.1%0.357%
11/15/2024Stifel Financial Corp117,836$5.91M0.0%+172.6%0.300%
11/15/2024IHT Wealth Management LLC120,182$6.03M0.2%+1,604.2%0.306%
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11/15/2024Integrated Wealth Concepts LLC52,763$2.65M0.0%+359.0%0.134%
11/15/2024Iron Gate Global Advisors LLC4,671$234K0.0%-14.6%0.012%
11/15/2024HighTower Advisors LLC20,730$1.04M0.0%-1.1%0.053%
11/15/2024 Beacon Investment Advisory Services Inc.63,759$3.20M0.1%-4.1%0.162%
11/15/2024Benjamin Edwards Inc.18,569$932K0.0%N/A0.047%
11/14/2024Flow Traders U.S. LLC77,602$3.89M0.2%-91.7%0.197%
11/14/2024National Wealth Management Group LLC62,350$3.13M2.1%+217.1%0.159%
11/13/2024Freedom Investment Management Inc.25,337$1.27M0.1%-9.4%0.064%
11/13/2024Townsquare Capital LLC33,350$1.67M0.0%N/A0.085%
11/13/2024BNP Paribas Financial Markets57,665$2.89M0.0%+124.5%0.147%
11/13/2024Avestar Capital LLC338,342$16.98M1.7%+7.2%0.861%
11/13/2024D.A. Davidson & CO.95,388$4.79M0.0%+4.5%0.243%
11/13/2024Private Trust Co. NA14,088$707K0.1%+5.0%0.036%
11/12/2024Smithfield Trust Co25,287$1.27M0.1%N/A0.064%
11/9/2024LPL Financial LLC2,406,049$120.74M0.1%+4.8%6.122%
11/7/2024Drive Wealth Management LLC163,458$8.20M2.1%+27.1%0.416%
11/7/2024AMG National Trust Bank4,000$201K0.0%N/A0.010%
11/7/2024Thrivent Financial for Lutherans120,148$6.03M0.0%-56.7%0.306%
11/6/2024Archer Investment Corp2,931$147K0.0%N/A0.007%
11/6/2024OneDigital Investment Advisors LLC14,158$710K0.0%-11.6%0.036%
11/6/2024Endowment Wealth Management Inc.23,379$1.17M0.8%+8.8%0.059%
11/6/2024Oppenheimer & Co. Inc.75,723$3.80M0.1%+2.6%0.193%
11/5/2024Ashton Thomas Private Wealth LLC50,235$2.52M0.1%-1.2%0.128%
11/4/2024Axxcess Wealth Management LLC630,911$31.66M0.8%+35.5%1.605%
11/1/2024Oxbow Advisors LLC33,295$1.67M0.2%-5.4%0.085%
11/1/2024 Lionsbridge Wealth Management LLC16,883$847K0.7%-31.7%0.043%
11/1/2024Advocacy Wealth Management Services LLC99,786$5.01M0.4%-16.3%0.254%
10/31/2024Concurrent 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%
10/30/2024Capital 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%
10/29/2024Chicago Partners Investment Group LLC14,563$729K0.0%-4.3%0.037%
10/29/2024Weatherly Asset Management L. P.20,287$1.02M0.1%-10.4%0.052%
10/28/2024Gladstone Institutional Advisory LLC444,146$22.29M1.1%-4.7%1.130%
10/28/2024Principal Securities Inc.178,214$8.94M0.2%+8.9%0.453%
10/25/2024Financial Advocates Investment Management6,965$350K0.0%-15.5%0.018%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors30,306$1.52M0.2%N/A0.077%
10/24/2024J.W. Cole Advisors Inc.33,386$1.68M0.1%-59.8%0.085%
10/24/2024Capital Advisors Ltd. LLC121,597$6.10M0.8%-13.6%0.309%
10/24/2024Consolidated Portfolio Review Corp66,344$3.33M0.7%+4.8%0.169%
10/23/2024Allworth Financial LP672$34K0.0%N/A0.002%
10/23/2024Great Lakes Retirement Inc.233,993$11.74M1.5%+2.1%0.595%
10/23/2024YHB 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%
10/22/2024Guidance Capital Inc.171,766$8.64M2.7%+5.1%0.437%
10/22/2024Greenleaf Trust423,548$21.25M0.2%-2.6%1.078%
10/22/2024Private Advisor Group LLC170,125$8.54M0.1%-2.1%0.433%
10/22/2024WT Wealth Management14,152$711K0.2%-59.8%0.036%
10/21/2024Calton & Associates Inc.6,028$302K0.1%-32.2%0.015%
10/21/2024Foundations Investment Advisors LLC6,922$347K0.0%-26.2%0.018%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
10/21/2024Castleview Partners LLC4,511$226K0.1%N/A0.011%
10/19/2024Cyndeo Wealth Partners LLC316,365$15.88M1.1%N/A0.805%
10/19/2024 New Century Financial Group LLC6,802$341K0.1%N/A0.017%
10/17/2024 TruWealth Advisors LLC71,522$3.59M0.2%+7.3%0.182%
10/16/2024Global Retirement Partners LLC49,040$2.46M0.1%-3.2%0.125%
10/16/2024Nottingham Advisors Inc.7,396$371K0.0%-10.0%0.019%
10/16/2024EdgeRock Capital LLC6,651$334K0.2%+48.4%0.017%
10/15/2024Regatta Capital Group LLC17,125$859K0.2%+47.2%0.044%
10/15/2024NBC Securities Inc.6,725$337K0.0%-63.7%0.017%
10/11/2024Fifth Third Securities Inc.183,325$9.20M0.9%+32.8%0.466%
(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, 257 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), LPL Financial LLC ($120.74M), Bank of America Corp DE ($103.55M), Gradient Investments LLC ($70.43M), Cambridge Investment Research Advisors Inc. ($68.44M), JPMorgan Chase & Co. ($66.60M), 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 200 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 ($1.06M), Cetera Investment Advisers ($631.03K), Cetera Advisor Networks LLC ($601.31K), Atria Wealth Solutions Inc. ($567.34K), and Avestar Capital LLC ($562.66K).

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

Institutional investors have bought a total of 17,224,288 shares in the last 24 months. This purchase volume represents approximately $856.71M in transactions.

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

Of the 154 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 ($1.50M), Gratus Capital LLC ($1.08M), Flow Traders U.S. LLC ($861.79K), Jane Street Group LLC ($780.85K), Johnson Bixby & Associates LLC ($729.95K), Raymond James Financial Services Advisors Inc. ($430.49K), and Cambridge Investment Research Advisors Inc. ($338.42K).

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

Institutional investors have sold a total of 10,994,325 shares in the last 24 months. This volume of shares sold represents approximately $547.04M in transactions.



This page (NYSEARCA:GSY) was last updated on 1/21/2025 by MarketBeat.com Staff
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