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Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

Invesco Ultra Short Duration ETF logo
$50.22 +0.01 (+0.01%)
As of 10:09 AM 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)
213
Total
Institutional Inflows
(last 12 months)
$532.21M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$288.36M
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GSY Institutional Buying and Selling by Quarter

Invesco Ultra Short Duration ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2025Gladstone Institutional Advisory LLC435,525$21.88M0.8%-2.8%0.739%
10/22/2025Greenleaf Trust438,921$22.05M0.2%+16.1%0.745%
10/22/2025Geneos Wealth Management Inc.5,513$277K0.0%-12.1%0.009%
10/22/2025D.A. Davidson & CO.74,325$3.73M0.0%+3.0%0.126%
10/22/2025Foronjy Financial LLC202,465$10.17M4.5%+12.9%0.344%
10/22/2025WT Wealth Management6,591$331K0.1%-60.0%0.011%
10/21/2025 Global Retirement Partners LLC62,107$3.12M0.1%+8.1%0.105%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors48,656$2.44M0.1%N/A0.083%
10/21/2025 Daner Wealth Management LLC109,100$5.49M3.6%+0.9%0.174%
10/21/2025 My Personal CFO LLC5,377$270K0.1%N/A0.009%
10/21/2025 Strait & Sound Wealth Management LLC43,999$2.21M0.8%+3.3%0.070%
10/20/2025 Accurate Wealth Management LLC15,114$761K0.1%N/A0.024%
10/20/2025 TBH Global Asset Management LLC8,088$406K0.1%-87.2%0.013%
10/20/2025 Lionsbridge Wealth Management LLC22,486$1.13M1.1%-22.6%0.036%
10/17/2025 Mattson Financial Services LLC27,851$1.40M0.3%-8.0%0.047%
10/17/2025 Regatta Capital Group LLC36,535$1.84M0.3%+4.2%0.062%
10/17/2025 Sowell Financial Services LLC19,590$984K0.0%+19.1%0.033%
10/17/2025 Sovereign Financial Group Inc.40,177$2.02M0.4%+1.3%0.068%
10/16/2025 Beacon Investment Advisory Services Inc.70,583$3.55M0.1%-9.3%0.120%
10/16/2025 Capital Advisors Ltd. LLC111,908$5.62M0.6%-2.4%0.190%
10/16/2025 Weatherly Asset Management L. P.17,745$891K0.1%-5.0%0.030%
10/16/2025 Johnson Bixby & Associates LLC349,218$17.54M2.2%+8.6%0.592%
10/15/2025 CWM LLC532,585$26.75M0.1%+0.8%0.903%
10/15/2025 World Investment Advisors29,820$1.50M0.0%-15.1%0.051%
10/15/2025 Private Trust Co. NA28,404$1.43M0.1%-20.8%0.048%
10/15/2025 DAVENPORT & Co LLC6,081$305K0.0%-7.6%0.010%
10/14/2025 Paladin Wealth LLC22,695$1.14M0.8%-4.8%0.038%
10/14/2025 Private Client Services LLC11,021$554K0.2%+6.6%0.018%
10/10/2025 Sound Income Strategies LLC1,924$97K0.0%N/A0.003%
10/10/2025 Cyndeo Wealth Partners LLC352,109$17.69M1.0%-0.4%0.600%
10/9/2025 Legacy Solutions LLC32,584$1.64M1.5%+8.1%0.056%
10/9/2025 Dynamic Advisor Solutions LLC34,370$1.73M0.1%+5.5%0.059%
10/8/2025 YHB Investment Advisors Inc.28,985$1.46M0.1%+35.6%0.049%
10/6/2025 Gradient Investments LLC1,438,188$72.25M1.2%-1.0%2.425%
10/6/2025 TruWealth Advisors LLC81,413$4.09M0.2%+6.6%0.137%
10/2/2025 Capital Asset Advisory Services LLC833,386$41.86M1.8%+3.6%1.524%
9/25/2025National Wealth Management Group LLC9,586$481K0.3%-5.2%0.018%
9/19/2025Watts Gwilliam & Co. LLC22,362$1.13M0.2%+121.5%0.041%
9/11/2025Milestones Private Investment Advisors LLC10,138$508K0.4%N/A0.019%
9/10/2025WT Wealth Management16,465$826K0.2%+4.5%0.030%
9/4/2025Osaic Holdings Inc.723,610$36.28M0.1%+47.2%1.323%
8/27/2025Barnes Wealth Management Group Inc40,695$2.04M1.2%+4.5%0.074%
8/22/2025TT Capital Management LLC32,493$1.63M0.5%N/A0.059%
8/19/2025B. Riley Wealth Advisors Inc.15,335$769K0.0%N/A0.028%
8/19/2025Newbridge Financial Services Group Inc.1,015$51K0.0%+206.6%0.002%
8/19/2025Advisory Services Network LLC104,518$5.24M0.1%+465.5%0.191%
8/15/2025Brown Financial Advisors79,933$4.01M1.6%-17.5%0.146%
8/15/2025Tidal Investments LLC10,035$503K0.0%N/A0.018%
8/15/2025Redwood Financial Network Corp9,854$494K0.3%+10.0%0.018%
8/15/2025MML Investors Services LLC295,645$14.82M0.0%+247.6%0.540%
8/15/2025HRT Financial LP33,192$1.66M0.0%N/A0.061%
8/15/2025Benjamin Edwards Inc.21,757$1.09M0.0%+6.3%0.040%
8/15/2025BNP Paribas Financial Markets30,336$1.52M0.0%-64.3%0.055%
8/15/2025Bank of America Corp DE1,560,270$78.23M0.0%+35.3%2.852%
8/14/2025Jane Street Group LLC202,747$10.17M0.0%+2,763.3%0.371%
8/14/2025Raymond James Financial Inc.910,918$45.67M0.0%+16.7%1.665%
8/14/2025NewEdge Advisors LLC19,154$960K0.0%-2.2%0.035%
8/14/2025Intrepid Family Office LLC20,000$1.00M0.8%-42.9%0.037%
8/14/2025 Daner Wealth Management LLC108,107$5.43M3.8%N/A0.198%
8/13/2025Avestar Capital LLC176,927$8.87M0.6%-31.2%0.323%
8/13/2025Financial & Tax Architects LLC11,513$577K0.1%+26.2%0.021%
8/13/2025StoneX Group Inc.7,361$369K0.0%N/A0.013%
8/13/2025Flow Traders U.S. LLC51,699$2.59M0.1%+226.8%0.095%
8/13/2025Gateway Wealth Partners LLC10,878$545K0.1%-1.8%0.020%
8/13/2025Baird Financial Group Inc.18,343$920K0.0%-5.8%0.034%
8/13/2025First Trust Advisors LP4,000$201K0.0%N/A0.007%
8/13/2025Invesco Ltd.43,475$2.18M0.0%N/A0.079%
8/13/2025Advocacy Wealth Management Services LLC120,833$6.06M0.4%+17.8%0.221%
8/13/2025Scotia Capital Inc.176,798$8.87M0.0%+3.3%0.323%
8/13/2025Northwestern Mutual Wealth Management Co.64,828$3.25M0.0%+67.4%0.119%
8/13/2025Copley Financial Group Inc.39,864$2.00M1.5%-7.2%0.073%
8/12/2025J.W. Cole Advisors Inc.29,698$1.49M0.0%+438.5%0.054%
8/12/2025Financial Advocates Investment Management5,286$265K0.0%-21.4%0.010%
8/12/2025Steward Partners Investment Advisory LLC29,346$1.47M0.0%+2.1%0.054%
8/12/2025 Global Retirement Partners LLC57,464$2.88M0.1%N/A0.105%
8/12/2025AlphaCore Capital LLC23,478$1.18M0.0%-2.0%0.043%
8/12/2025Archer Investment Corp2,428$122K0.0%-22.4%0.004%
8/12/2025MAI Capital Management21,085$1.06M0.0%-4.4%0.039%
8/12/2025JPMorgan Chase & Co.415,910$20.85M0.0%-49.0%0.760%
8/12/2025NFP Retirement Inc.12,755$640K0.0%-6.9%0.023%
8/11/2025Perennial Investment Advisors LLC5,661$284K0.0%+14.0%0.010%
8/11/2025Beta Wealth Group Inc.6,518$327K0.1%+59.8%0.012%
8/8/2025Kingsview Wealth Management LLC8,837$443K0.0%+49.9%0.016%
8/8/2025Collaborative Wealth Managment Inc.13,137$659K0.3%-24.3%0.024%
8/8/2025Cetera Investment Advisers967,552$48.51M0.1%+5.5%1.782%
8/8/2025Creative Planning168,035$8.43M0.0%-5.4%0.309%
8/8/2025Petix & Botte Co14,171$711K0.2%-9.7%0.026%
8/7/2025Montag A & Associates Inc.20,853$1.05M0.1%-22.6%0.038%
8/7/2025Allworth Financial LP5,411$271K0.0%+4.8%0.010%
8/7/2025Parkside Financial Bank & Trust899$45K0.0%N/A0.002%
8/7/2025WESCAP Management Group Inc.118,997$5.97M1.4%-9.0%0.219%
8/6/2025ZEGA Investments LLC67,643$3.39M0.5%+5.0%0.125%
8/6/2025Prospera Financial Services Inc4,600$231K0.0%N/A0.008%
8/6/2025AE Wealth Management LLC625$31K0.0%+88.3%0.001%
8/6/2025Legacy Wealth Managment LLC ID23,292$1.17M0.6%-7.7%0.043%
8/6/2025ETF Store Inc.21,560$1.08M1.3%+3.3%0.040%
8/5/2025Astra Wealth Partners LLC15,300$767K0.6%N/A0.028%
8/5/2025Bank of Montreal Can4,439$223K0.0%-28.1%0.008%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,000$501K0.1%-27.0%0.018%
8/4/2025IFG Advisory LLC6,752$339K0.0%N/A0.012%
(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, 284 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), Bank of America Corp DE ($78.23M), Gradient Investments LLC ($72.25M), Cambridge Investment Research Advisors Inc. ($63.96M), Cetera Investment Advisers ($48.51M), 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 247 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), LPL Financial LLC ($1.19M), Atria Wealth Solutions Inc. ($913.62K), Axxcess Wealth Management LLC ($837.16K), Cetera Investment Advisers ($822.59K), Gradient Investments LLC ($797.56K), and Napa Wealth Management ($472.44K).

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

Institutional investors have bought a total of 10,616,388 shares in the last 24 months. This purchase volume represents approximately $532.21M in transactions.

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

Of the 121 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), JPMorgan Chase & Co. ($399.73K), Napa Wealth Management ($377.77K), and Independent Advisor Alliance ($360.37K).

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

Institutional investors have sold a total of 5,751,114 shares in the last 24 months. This volume of shares sold represents approximately $288.36M in transactions.


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This page (NYSEARCA:GSY) was last updated on 10/23/2025 by MarketBeat.com Staff
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