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Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

Invesco Ultra Short Duration ETF logo
$50.25 +0.03 (+0.06%)
As of 09:57 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)
196
Total
Institutional Inflows
(last 12 months)
$728.38M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$146.67M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Annex Advisory Services LLC100,737$5.05M0.1%-21.9%0.134%
7/10/2026 KWB Wealth8,990$451K0.0%+3.7%0.012%
7/10/2026 Fulcrum Equity Management18,338$920K0.7%+34.0%0.024%
7/10/2026 Wealthcare Advisory Partners LLC5,822$292K0.0%-98.1%0.008%
7/10/2026 Paladin Wealth LLC19,863$996K0.6%-1.4%0.026%
7/9/2026 World Equity Group Inc.12,838$644K0.1%+32.6%0.017%
7/9/2026 Focus Financial Network Inc.21,490$1.08M0.0%N/A0.029%
7/8/2026 Gradient Investments LLC1,034,198$51.87M0.7%-6.0%1.375%
7/8/2026 Beacon Investment Advisory Services Inc.104,702$5.25M0.2%+69.5%0.139%
7/8/2026 First Heartland Consultants Inc.6,373$320K0.0%-16.7%0.008%
7/7/2026 Balefire LLC27,176$1.36M0.2%+44.6%0.037%
7/7/2026 Dynamic Advisor Solutions LLC38,793$1.95M0.1%+5.9%0.052%
7/7/2026 Legacy Solutions LLC39,661$1.99M1.6%+10.0%0.054%
7/7/2026 CoreCap Advisors LLC184,812$9.27M0.3%+39.9%0.250%
7/6/2026 Private Client Services LLC9,222$462K0.1%-16.5%0.012%
6/18/2026Western Wealth Management LLC9,672$485K0.0%N/A0.014%
6/10/2026Curry Webb Wealth Management LLC221,496$11.10M5.2%N/A0.320%
6/3/2026 NewEdge Advisors LLC76,264$3.82M0.0%+31.0%0.110%
6/1/2026Concorde Asset Management LLC5,674$284K0.1%-11.3%0.008%
5/20/2026 Arete Wealth Advisors LLC15,806$792K0.0%+38.2%0.023%
5/20/2026 Norris Financial Group LLC141,587$7.10M2.3%N/A0.204%
5/19/2026Western Wealth Management LLC9,672$485K0.0%N/A0.014%
5/19/2026 NewEdge Advisors LLC48,391$2.43M0.0%-16.9%0.070%
5/19/2026Bank of America Corp DE2,893,767$145.04M0.0%+152.9%4.176%
5/19/2026Strait & Sound Wealth Management LLC41,226$2.07M0.8%-8.7%0.059%
5/19/2026 Arkadios Wealth Advisors18,328$919K0.0%N/A0.026%
5/19/2026 Arete Wealth Advisors LLC15,806$792K0.1%+38.2%0.023%
5/18/2026Royal Bank of Canada529,112$26.52M0.0%+588.2%0.764%
5/16/2026 Copley Financial Group Inc.22,251$1.12M0.7%-21.8%0.032%
5/15/2026 Gateway Wealth Partners LLC24,734$1.24M0.0%+107.9%0.036%
5/15/2026 Cypress Capital Group6,910$346K0.0%-12.6%0.010%
5/15/2026Matrix Private Capital Group LLC1,370$69K0.0%N/A0.002%
5/13/2026 Cetera Investment Advisers1,377,756$69.05M0.1%+23.9%1.988%
5/13/2026 Wealthspire Retirement LLC9,536$478K0.0%-14.9%0.014%
5/13/2026 NewEdge Wealth LLC6,318$317K0.0%+9.5%0.009%
5/13/2026Daner Wealth Management LLC110,742$5.56M2.9%-0.5%0.160%
5/12/2026 Insight Advisors LLC PA5,235$262K0.0%-10.5%0.008%
5/7/2026Legacy Wealth Managment LLC ID24,528$1.23M0.6%+61.4%0.035%
5/7/2026 Beta Wealth Group Inc.15,455$775K0.3%+122.7%0.022%
5/7/2026 Balefire LLC18,794$942K0.2%N/A0.027%
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5/7/2026 Parallel Advisors LLC2,340$117K0.0%+24.5%0.003%
5/7/2026 World Equity Group Inc.9,680$485K0.1%N/A0.014%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC3,175$159K0.0%+15.6%0.005%
5/6/2026 Independent Financial Group LLC31,516$1.58M0.0%N/A0.045%
5/5/2026 D.A. Davidson & CO.75,957$3.81M0.0%-0.3%0.110%
5/5/2026 Bank of New York Mellon Corp21,780$1.09M0.0%N/A0.031%
5/5/2026 Collaborative Wealth Managment Inc.12,008$602K0.3%-13.4%0.017%
5/5/2026NFSG Corp1,349$68K0.0%+30.0%0.002%
5/5/2026Sanctuary Advisors LLC69,894$3.50M0.0%+50.6%0.101%
5/4/2026 Milestones Private Investment Advisors LLC8,868$444K0.4%-9.1%0.013%
5/4/2026 AMG National Trust Bank8,000$401K0.0%+100.0%0.012%
5/4/2026 Bleakley Financial Group LLC130,598$6.55M0.1%+40.8%0.188%
5/4/2026 Chicago Partners Investment Group LLC7,255$364K0.0%+5.0%0.010%
5/2/2026 International Assets Investment Management LLC9,902$496K0.0%+56.1%0.014%
5/1/2026 Fifth Third Bancorp60,085$3.01M0.0%+13,047.7%0.087%
5/1/2026 Petix & Botte Co13,646$684K0.2%-2.3%0.020%
5/1/2026 Sequoia Financial Advisors LLC83,089$4.16M0.0%-11.5%0.120%
4/30/2026 GreatBanc Trust CO40,800$2.05M1.4%N/A0.059%
4/30/2026 Peterson Wealth Services15,575$781K0.2%-72.7%0.022%
4/30/2026 Kestra Advisory Services LLC137,792$6.91M0.0%-1.0%0.199%
4/29/2026 Axxcess Wealth Management LLC1,435,698$71.96M2.3%+6.2%2.072%
4/29/2026 Capstone Wealth Management Group LLC186,611$9.35M3.9%-2.3%0.269%
4/29/2026 Duncker Streett & Co. Inc.48,431$2.43M0.5%-1.0%0.070%
4/29/2026 Montag A & Associates Inc.11,631$583K0.0%-13.8%0.017%
4/28/2026 Bogart Wealth LLC3,982$200K0.0%-12.0%0.006%
4/28/2026 Wealthstar Advisors LLC26,365$1.32M0.6%-5.0%0.037%
4/27/2026World Investment Advisors30,145$1.51M0.0%-4.1%0.042%
4/27/2026 Private Advisor Group LLC286,177$14.34M0.1%+22.0%0.400%
4/25/2026 Royal Harbor Partners LLC284,459$14.26M4.8%N/A0.398%
4/25/2026 Heritage Oak Wealth Advisors LLC112,331$5.63M1.8%N/A0.157%
4/24/2026Capital Asset Advisory Services LLC1,468,130$73.57M2.6%+17.5%2.053%
4/24/2026 Impact Partnership Wealth LLC30,798$1.54M0.2%+20.9%0.043%
4/23/2026 Intrua Financial LLC17,903$897K0.1%-2.1%0.025%
4/22/2026 Janney Montgomery Scott LLC218,760$10.96M0.0%+30.6%0.306%
4/22/2026 Advocate Investing Services LLC270,079$13.54M11.5%-16.2%0.378%
4/22/2026Cambient Family Office LLC61,285$3.07M0.4%-5.4%0.085%
4/20/2026 Auour Investments LLC41,804$2.10M0.7%N/A0.058%
4/20/2026 RFG Advisory LLC11,935$598K0.0%N/A0.017%
4/18/2026 Legacy Wealth Partners LLC13,936$698K0.2%N/A0.019%
4/17/2026 Total Clarity Wealth Management Inc.88,081$4.42M1.0%+114.1%0.121%
4/17/2026 Sovereign Financial Group Inc.37,600$1.89M0.3%+10.7%0.052%
4/17/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH18,118$908K0.2%-7.0%0.025%
4/17/2026 Capital Advisors Ltd. LLC107,788$5.40M0.6%-2.2%0.148%
4/16/2026 Capstone Wealth Management Group LLC191,055$9.60M5.9%-5.0%0.263%
4/16/2026 Paladin Wealth LLC20,141$1.01M0.7%-17.2%0.028%
3/13/2026World Investment Advisors31,422$1.58M0.0%+5.4%0.048%
3/4/2026 SHP Wealth Management688$35K0.0%N/A0.001%
2/27/2026 OakTrust Wealth Advisors LLC15,974$803K0.7%N/A0.025%
2/24/2026 Barnes Wealth Management Group Inc40,531$2.04M1.1%+2.6%0.062%
2/20/2026Cambient Family Office LLC64,758$3.25M0.5%N/A0.099%
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2/19/2026Invesco Ltd.16,626$835K0.0%-87.1%0.026%
2/19/2026 Axxcess Wealth Management LLC1,352,189$67.95M0.8%+41.7%2.074%
2/18/2026 Mercer Global Advisors Inc. ADV69,033$3.47M0.0%+4.5%0.106%
2/18/2026 Wealth Intelligence LLC122,644$6.16M3.1%N/A0.188%
2/18/2026 NewEdge Advisors LLC58,225$2.93M0.0%+83.2%0.089%
2/18/2026Intrepid Family Office LLC32,500$1.63M1.4%+30.0%0.050%
2/18/20269823 Capital L.P.41,948$2.11M1.5%N/A0.064%
2/17/2026AQR Capital Management LLC14,823$745K0.0%+60.3%0.023%
2/17/2026 Cetera Investment Advisers1,112,141$55.89M0.1%+9.1%1.706%
2/17/2026Hilltop Holdings Inc.11,615$584K0.0%+2.1%0.018%


GSY Institutional Ownership - Frequently Asked Questions

During the previous two years, 322 institutional investors and hedge funds held shares of Invesco Ultra Short Duration ETF. The most heavily invested institutionals were LPL Financial LLC ($260.92M), Morgan Stanley ($231.48M), Wells Fargo & Company MN ($194.04M), Bank of America Corp DE ($145.04M), UBS Group AG ($78.75M), Cambridge Investment Research Advisors Inc. ($76.95M), and Capital Asset Advisory Services LLC ($73.57M).Learn more on Invesco Ultra Short Duration ETF's institutional investors.

Of the 292 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: Bank of America Corp DE ($2.16M), Axxcess Wealth Management LLC ($1.59M), Annex Advisory Services LLC ($1.55M), Cambridge Investment Research Advisors Inc. ($1.46M), LPL Financial LLC ($1.02M), Capital Asset Advisory Services LLC ($849.06K), and Tower Research Capital LLC TRC ($773.16K).

Institutional investors have bought a total of 14,508,987 shares in the last 24 months. This purchase volume represents approximately $728.38M in transactions.

Of the 122 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: Bank of America Corp DE ($341.12K), Wealthcare Advisory Partners LLC ($308.55K), Envestnet Asset Management Inc. ($272.81K), Osaic Holdings Inc. ($235.05K), Morgan Stanley ($213.70K), Drive Wealth Management LLC ($149.92K), and Invesco Ltd. ($111.99K).

Institutional investors have sold a total of 2,920,748 shares in the last 24 months. This volume of shares sold represents approximately $146.67M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:GSY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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