Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

$49.79
+0.01 (+0.02%)
(As of 04:32 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$376.69M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$318.51M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.154,401$7.70M0.0%-21.6%0.394%
4/24/2024 Patton Albertson Miller Group LLC15,632$780K0.1%-39.5%0.040%
4/24/2024 Pitti Group Wealth Management LLC11,935$596K0.7%+3.8%0.030%
4/24/2024 Simplicity Wealth LLC138,714$6.92M0.2%N/A0.354%
4/23/2024 Global Retirement Partners LLC52,339$2.61M0.1%-4.1%0.134%
4/23/2024 Gradient Investments LLC1,263,250$63.02M1.5%+7.0%3.223%
4/23/2024 Regatta Capital Group LLC11,728$585K0.1%+15.7%0.030%
4/23/2024 Duncker Streett & Co. Inc.69,076$3.45M0.7%-10.9%0.176%
4/23/2024 4J Wealth Management LLC9,625$480K0.4%+9.8%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.72,658$3.63M0.0%+22.1%0.185%
4/22/2024 Johnson Bixby & Associates LLC343,111$17.12M3.0%+10.4%0.875%
4/22/2024 PFG Investments LLC57,064$2.85M0.2%N/A0.146%
4/22/2024 Drive Wealth Management LLC129,961$6.48M1.8%-1.0%0.332%
4/22/2024 Raymond James & Associates430,306$21.47M0.0%+16.4%1.098%
4/22/2024Ashton Thomas Private Wealth LLC45,162$2.25M0.1%+36.3%0.115%
4/19/2024 Wealthstar Advisors LLC46,489$2.33M0.8%-4.4%0.127%
4/19/2024 Santori & Peters Inc.4,541$227K0.1%-4.2%0.012%
4/18/2024 Capital Advisors Ltd. LLC142,632$7.12M0.9%-0.7%0.390%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,608$330K0.1%N/A0.018%
4/17/2024 Guidance Capital Inc.123,433$6.17M2.3%+24.9%0.337%
4/16/2024 Calton & Associates Inc.10,147$506K0.2%-4.6%0.028%
4/16/2024 Capital Asset Advisory Services LLC376,785$18.82M1.1%+38.0%1.029%
4/16/2024 Advocacy Wealth Management Services LLC133,996$6.69M0.6%-12.7%0.366%
4/15/2024 Wealthcare Advisory Partners LLC18,266$911K0.0%-4.6%0.050%
4/15/2024 Sovereign Financial Group Inc.31,887$1.59M0.4%+11.3%0.087%
4/12/2024 Dynamic Advisor Solutions LLC26,540$1.32M0.0%-22.5%0.073%
4/12/2024 McNaughton Wealth Management LLC66,873$3.34M1.8%+6.5%0.183%
4/10/2024 Atwood & Palmer Inc.6,350$317K0.0%-76.1%0.017%
4/10/2024 KMG Fiduciary Partners LLC5,705$285K0.0%-5.7%0.016%
4/5/2024 NBC Securities Inc.17,665$881K0.1%-45.5%0.048%
4/3/2024 Strategic Advocates LLC7,190$359K0.1%-31.2%0.020%
3/15/2024B. Riley Wealth Advisors Inc.10,246$511K0.0%-16.2%0.028%
3/1/2024 Transcendent Capital Group LLC500$25K0.0%N/A0.001%
2/26/2024Centaurus Financial Inc.3,552$177K0.0%N/A0.010%
2/23/2024Chicago Partners Investment Group LLC12,861$641K0.0%+9.8%0.035%
2/14/2024VitalStone Financial LLC48,689$2.43M1.9%N/A0.133%
2/13/2024Cetera Advisor Networks LLC499,721$24.93M0.1%+10.4%1.365%
2/13/2024Oppenheimer & Co. Inc.48,629$2.43M0.0%+8.2%0.133%
2/13/2024CIBC Private Wealth Group LLC18,405$918K0.0%-4.8%0.050%
2/13/2024Prevail Innovative Wealth Advisors LLC9,675$483K0.2%+76.4%0.026%
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2/12/2024Warwick Investment Management Inc.27,350$1.36M0.4%-2.3%0.075%
2/12/2024Scotia Capital Inc.130,312$6.50M0.0%+34.0%0.356%
2/12/2024Avestar Capital LLC738,140$36.82M4.2%+5.6%2.017%
2/12/2024Focus Financial Network Inc. ADV19,297$963K0.0%N/A0.053%
2/12/2024Steward Partners Investment Advisory LLC6,638$331K0.0%-9.0%0.018%
2/12/2024Parallel Advisors LLC5,841$291K0.0%+9.4%0.016%
2/9/2024Advisory Services Network LLC12,707$634K0.0%-18.4%0.035%
2/9/2024 Cambridge Investment Research Advisors Inc.197,042$9.83M0.0%+5.3%0.538%
2/9/2024BlackDiamond Wealth Management LLC11,112$555K0.4%+2.4%0.030%
2/9/2024D.A. Davidson & CO.82,138$4.10M0.0%-4.9%0.224%
2/9/2024Wells Fargo & Company MN2,423,808$120.90M0.0%-2.9%6.622%
2/9/2024Gladstone Institutional Advisory LLC789,081$39.36M2.2%+21.5%2.156%
2/9/2024UBS Group AG336,364$16.78M0.0%+33.4%0.919%
2/8/2024WT Wealth Management44,472$2.22M0.9%+5.2%0.122%
2/8/2024Oxbow Advisors LLC39,065$1.95M0.3%-10.8%0.107%
2/8/2024Legacy Capital Group California Inc.6,104$304K0.1%-7.1%0.017%
2/8/2024Foundations Investment Advisors LLC11,823$591K0.0%N/A0.032%
2/8/2024Janney Montgomery Scott LLC69,381$3.46M0.0%+2.8%0.190%
2/7/2024Gratus Capital LLC7,228$361K0.0%-98.8%0.020%
2/7/2024 Strategic Advocates LLC10,455$522K0.2%-9.3%0.029%
2/7/2024 NBC Securities Inc.32,400$1.62M0.2%+198.3%0.089%
2/7/2024Collaborative Wealth Managment Inc.5,259$262K0.1%N/A0.014%
2/7/2024 Buckingham Capital Management Inc.10,987$548K0.1%-68.3%0.030%
2/7/2024BNP Paribas Financial Markets36,510$1.82M0.0%-6.2%0.100%
2/7/2024Endowment Wealth Management Inc.18,578$927K0.8%+9.5%0.051%
2/7/2024 Calton & Associates Inc.10,637$531K0.2%N/A0.029%
2/7/2024Principal Securities Inc.196,618$9.81M0.4%N/A0.537%
2/7/2024 Patton Albertson Miller Group LLC25,820$1.29M0.2%-26.2%0.071%
2/7/2024Concourse Financial Group Securities Inc.2,607$130K0.0%-25.8%0.007%
2/7/2024Warberg Asset Management LLC27,381$1.37M0.3%N/A0.075%
2/6/2024EdgeRock Capital LLC5,064$253K0.2%N/A0.014%
2/6/2024 Sovereign Financial Group Inc.28,648$1.43M0.4%+53.5%0.078%
2/6/2024Petix & Botte Co24,425$1.22M0.4%-3.3%0.067%
2/6/2024Private Advisor Group LLC150,052$7.49M0.1%+2.9%0.410%
2/6/2024 Wealthcare Advisory Partners LLC19,144$955K0.0%-13.0%0.052%
2/6/2024National Bank of Canada FI20,301$1.01M0.0%+25.1%0.055%
2/6/2024WESCAP Management Group Inc.120,021$5.99M1.9%+1.3%0.328%
2/6/2024Axxcess Wealth Management LLC279,116$13.92M0.4%+32.3%0.763%
2/6/2024Benjamin F. Edwards & Company Inc.4,781$238K0.0%+87.8%0.013%
2/5/2024 Santori & Peters Inc.4,742$237K0.1%+10.7%0.013%
2/5/2024 Pitti Group Wealth Management LLC11,495$573K0.6%-2.0%0.031%
2/2/2024Truist Financial Corp87,587$4.37M0.0%+169.4%0.239%
2/2/2024Jackson Hole Capital Partners LLC14,923$744K0.2%-10.7%0.041%
2/2/2024Atria Wealth Solutions Inc.812,728$40.54M0.5%-2.8%2.221%
2/2/2024 Capital Advisors Ltd. LLC143,576$7.16M1.0%+9.4%0.392%
2/1/2024 Weatherly Asset Management L. P.25,697$1.28M0.1%-18.2%0.070%
2/1/2024National Wealth Management Group LLC5,107$255K0.2%-49.4%0.014%
2/1/2024Sage Advisory Services Ltd.Co.123,138$6.14M1.6%-9.5%0.336%
2/1/2024 CWM LLC369,728$18.44M0.1%+1.0%1.010%
1/31/2024J.W. Cole Advisors Inc.9,940$496K0.0%-17.9%0.027%
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1/31/2024Greenleaf Trust420,010$20.95M0.2%-0.8%1.148%
1/31/2024 Guidance Capital Inc.98,838$4.93M2.0%+21.0%0.270%
1/30/2024 Duncker Streett & Co. Inc.77,563$3.87M0.8%-2.9%0.212%
1/30/2024 Octavia Wealth Advisors LLC22,936$1.14M0.2%-5.7%0.063%
1/29/2024Nottingham Advisors Inc.19,768$986K0.1%-40.9%0.054%
1/29/2024Consolidated Portfolio Review Corp54,014$2.69M0.6%+5.8%0.148%
1/29/2024Simplicity Solutions LLC162,541$8.11M0.2%-53.2%0.444%
1/29/2024YHB Investment Advisors Inc.12,600$628K0.1%-8.0%0.034%
1/26/2024Seelaus Asset Management LLC9,177$458K0.4%-7.9%0.025%
1/26/2024Geneos Wealth Management Inc.5,761$287K0.0%+22.3%0.016%
(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, 275 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), Gradient Investments LLC ($63.02M), Atria Wealth Solutions Inc. ($40.54M), Jane Street Group LLC ($40.06M), and Gladstone Institutional Advisory LLC ($39.36M).Learn more on GSY's institutional investors.

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

Of the 210 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: Wells Fargo & Company MN ($1.39M), Gradient Investments LLC ($1.23M), Atria Wealth Solutions Inc. ($900.92K), Jane Street Group LLC ($740.83K), Avestar Capital LLC ($690.24K), Strategic Wealth Advisors Group LLC ($583.34K), and Gratus Capital LLC ($567.72K).

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

Institutional investors have bought a total of 17,593,675 shares in the last 24 months. This purchase volume represents approximately $872.86M in transactions.

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

Of the 189 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 ($1.20M), Johnson Bixby & Associates LLC ($801.35K), Raymond James Financial Services Advisors Inc. ($647.56K), Bank of America Corp DE ($642.25K), Nottingham Advisors Inc. ($461.25K), and Pasadena Private Wealth LLC ($442.17K).

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

Institutional investors have sold a total of 13,837,609 shares in the last 24 months. This volume of shares sold represents approximately $686.83M in transactions.


This page (NYSEARCA:GSY) was last updated on 4/25/2024 by MarketBeat.com Staff

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