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Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

Invesco Ultra Short Duration ETF logo
$50.08 +0.01 (+0.02%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$804.24M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$177.79M
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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
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%
6/3/2026NewEdge Advisors LLC76,264$3.82M0.0%+31.0%0.110%
6/1/2026Concorde Asset Management LLC5,674$284K0.1%-11.3%0.008%
5/20/2026Arete Wealth Advisors LLC15,806$792K0.0%+38.2%0.023%
5/20/2026Norris Financial Group LLC141,587$7.10M2.3%N/A0.204%
5/19/2026Western Wealth Management LLC9,672$485K0.0%N/A0.014%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors18,328$919K0.0%N/A0.026%
5/19/2026Arete Wealth Advisors LLC15,806$792K0.1%+38.2%0.023%
5/18/2026Royal Bank of Canada529,112$26.52M0.0%+588.2%0.764%
5/16/2026Copley Financial Group Inc.22,251$1.12M0.7%-21.8%0.032%
5/15/2026Gateway Wealth Partners LLC24,734$1.24M0.0%+107.9%0.036%
5/15/2026Cypress Capital Group6,910$346K0.0%-12.6%0.010%
5/15/2026Matrix Private Capital Group LLC1,370$69K0.0%N/A0.002%
5/13/2026Cetera Investment Advisers1,377,756$69.05M0.1%+23.9%1.988%
5/13/2026Wealthspire Retirement LLC9,536$478K0.0%-14.9%0.014%
5/13/2026NewEdge Wealth LLC6,318$317K0.0%+9.5%0.009%
5/13/2026Daner Wealth Management LLC110,742$5.56M2.9%-0.5%0.160%
5/12/2026Insight 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%
5/7/2026Beta 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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5/7/2026Parallel Advisors LLC2,340$117K0.0%+24.5%0.003%
5/7/2026 World Equity Group Inc.9,680$485K0.1%N/A0.014%
5/6/2026Annis 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%
5/5/2026D.A. Davidson & CO.75,957$3.81M0.0%-0.3%0.110%
5/5/2026Bank of New York Mellon Corp21,780$1.09M0.0%N/A0.031%
5/5/2026Collaborative 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%
5/4/2026Milestones Private Investment Advisors LLC8,868$444K0.4%-9.1%0.013%
5/4/2026AMG National Trust Bank8,000$401K0.0%+100.0%0.012%
5/4/2026Bleakley Financial Group LLC130,598$6.55M0.1%+40.8%0.188%
5/4/2026Chicago 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%
5/1/2026Fifth Third Bancorp60,085$3.01M0.0%+13,047.7%0.087%
5/1/2026Petix & Botte Co13,646$684K0.2%-2.3%0.020%
5/1/2026 Sequoia Financial Advisors LLC83,089$4.16M0.0%-11.5%0.120%
4/30/2026GreatBanc Trust CO40,800$2.05M1.4%N/A0.059%
4/30/2026Peterson Wealth Services15,575$781K0.2%-72.7%0.022%
4/30/2026Kestra Advisory Services LLC137,792$6.91M0.0%-1.0%0.199%
4/29/2026Axxcess Wealth Management LLC1,435,698$71.96M2.3%+6.2%2.072%
4/29/2026Capstone Wealth Management Group LLC186,611$9.35M3.9%-2.3%0.269%
4/29/2026Duncker Streett & Co. Inc.48,431$2.43M0.5%-1.0%0.070%
4/29/2026Montag A & Associates Inc.11,631$583K0.0%-13.8%0.017%
4/28/2026Bogart Wealth LLC3,982$200K0.0%-12.0%0.006%
4/28/2026Wealthstar Advisors LLC26,365$1.32M0.6%-5.0%0.037%
4/27/2026World Investment Advisors30,145$1.51M0.0%-4.1%0.042%
4/27/2026Private Advisor Group LLC286,177$14.34M0.1%+22.0%0.400%
4/25/2026Royal 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%
4/24/2026Impact Partnership Wealth LLC30,798$1.54M0.2%+20.9%0.043%
4/23/2026Intrua Financial LLC17,903$897K0.1%-2.1%0.025%
4/22/2026Janney Montgomery Scott LLC218,760$10.96M0.0%+30.6%0.306%
4/22/2026Advocate 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%
4/17/2026Sovereign Financial Group Inc.37,600$1.89M0.3%+10.7%0.052%
4/17/2026FARMERS & 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%
4/16/2026Capstone 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%
3/4/2026SHP Wealth Management688$35K0.0%N/A0.001%
2/27/2026OakTrust Wealth Advisors LLC15,974$803K0.7%N/A0.025%
2/24/2026Barnes 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%
2/19/2026Axxcess Wealth Management LLC1,352,189$67.95M0.8%+41.7%2.074%
2/18/2026Mercer 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%
2/18/2026NewEdge 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%
2/17/2026Cetera 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 293 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. ($2.68M), Bank of America Corp DE ($2.16M), Axxcess Wealth Management LLC ($1.59M), Annex Advisory Services LLC ($1.55M), 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 16,021,961 shares in the last 24 months. This purchase volume represents approximately $804.24M in transactions.

Of the 134 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: JPMorgan Chase & Co. ($437.30K), 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), and Drive Wealth Management LLC ($162.13K).

Institutional investors have sold a total of 3,541,242 shares in the last 24 months. This volume of shares sold represents approximately $177.79M in transactions.


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This page (NYSEARCA:GSY) was last updated on 7/25/2026 by MarketBeat.com Staff.
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