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Invesco Ultra Short Duration ETF (GSY) Institutional Ownership

Invesco Ultra Short Duration ETF logo
$50.05 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for Invesco Ultra Short Duration ETF (NYSEARCA:GSY)

Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$802.58M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$158.14M
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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
10/13/2026Avior Wealth Management LLC6,721$336K0.0%N/A0.009%
10/8/2026Farther Finance Advisors LLC9,879$493K0.0%-81.3%0.013%
10/8/2026CoreCap Advisors LLC2,431$121K0.0%-98.7%0.003%
10/8/2026Atwood & Palmer Inc.2,750$137K0.0%N/A0.004%
10/8/2026YHB Investment Advisors Inc.25,112$1.25M0.1%N/A0.033%
10/8/2026Gradient Investments LLC1,034,881$51.67M0.7%N/A1.342%
10/8/2026Avidian Wealth Enterprises LLC36,954$1.85M0.1%N/A0.048%
10/7/2026Legacy Solutions LLC40,946$2.04M1.6%+3.2%0.053%
10/6/2026Paladin Partners LLC24,349$1.22M0.8%+7.2%0.031%
10/2/2026 Private Client Services LLC6,947$347K0.1%N/A0.009%
9/23/2026QRG Capital Management Inc.4,011$201K0.0%N/A0.005%
9/23/2026Envestnet Portfolio Solutions Inc.252,255$11.82M0.1%N/A0.315%
9/23/2026Envestnet Asset Management Inc.903,256$45.30M0.0%+42.1%1.126%
9/9/2026Sequoia Financial Advisors LLC44,177$2.22M0.0%-46.8%0.057%
9/9/2026Integrated Wealth Concepts LLC33,799$1.70M0.0%-37.2%0.043%
9/9/2026RFG Advisory LLC14,013$703K0.0%+17.4%0.018%
9/9/2026NewEdge Advisors LLC109,011$5.47M0.0%+42.9%0.140%
9/9/2026IFP Advisors Inc24,012$1.20M0.0%+28.3%0.031%
9/9/2026Baird Financial Group Inc.23,626$1.19M0.0%-6.5%0.030%
9/9/2026Beacon Investment Advisory Services Inc.104,702$5.25M0.2%+69.5%0.135%
9/8/2026Waverly Advisors LLC122,682$6.15M0.0%N/A0.158%
8/27/2026Corient Private Wealth LP145,371$7.29M0.0%N/A0.187%
8/23/2026Ameritas Advisory Services LLC60,161$3.02M0.1%N/A0.077%
8/23/2026Hutchens & Kramer Investment Management Group LLC20,243$1.02M0.3%+32.4%0.026%
8/22/2026Advisory Solutions Group LLC7,658$384K0.1%N/A0.010%
8/22/2026Legacy Wealth Managment LLC ID14,495$727K0.3%-40.9%0.019%
8/22/2026Copley Financial Group Inc.13,917$698K0.3%-37.5%0.018%
8/22/2026TD Waterhouse Canada Inc.2,298$113K0.0%+30.9%0.003%
8/22/2026Concurrent Investment Advisors LLC750,546$37.64M0.3%+228.6%0.966%
8/21/2026Triumph Capital Management2,280$114K0.0%-78.0%0.003%
7/10/2026Annex Advisory Services LLC100,737$5.05M0.1%-21.9%0.134%
7/10/2026KWB Wealth8,990$451K0.0%+3.7%0.012%
7/10/2026Fulcrum Equity Management18,338$920K0.7%+34.0%0.024%
7/10/2026Wealthcare Advisory Partners LLC5,822$292K0.0%-98.1%0.008%
7/10/2026Paladin Wealth LLC19,863$996K0.6%-1.4%0.026%
7/9/2026World Equity Group Inc.12,838$644K0.1%+32.6%0.017%
7/9/2026Focus Financial Network Inc.21,490$1.08M0.0%N/A0.029%
7/8/2026Gradient Investments LLC1,034,198$51.87M0.7%-6.0%1.375%
7/8/2026Beacon Investment Advisory Services Inc.104,702$5.25M0.2%+69.5%0.139%
7/8/2026First Heartland Consultants Inc.6,373$320K0.0%-16.7%0.008%
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7/7/2026Balefire LLC27,176$1.36M0.2%+44.6%0.037%
7/7/2026Dynamic Advisor Solutions LLC38,793$1.95M0.1%+5.9%0.052%
7/7/2026Legacy Solutions LLC39,661$1.99M1.6%+10.0%0.054%
7/7/2026CoreCap 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%
5/7/2026Balefire LLC18,794$942K0.2%N/A0.027%
5/7/2026Parallel Advisors LLC2,340$117K0.0%+24.5%0.003%
5/7/2026World 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%
5/6/2026Independent 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%
5/2/2026International 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%
5/1/2026Sequoia 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%
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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%
4/25/2026Heritage Oak Wealth Advisors LLC112,331$5.63M1.8%N/A0.157%


GSY Institutional Ownership - Frequently Asked Questions

During the previous two years, 330 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 303 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), Gradient Investments LLC ($1.15M), LPL Financial LLC ($1.02M), and Capital Asset Advisory Services LLC ($849.06K).

Institutional investors have bought a total of 15,993,358 shares in the last 24 months. This purchase volume represents approximately $802.58M in transactions.

Of the 123 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), CoreCap Advisors LLC ($187.63K), and Drive Wealth Management LLC ($149.92K).

Institutional investors have sold a total of 3,150,322 shares in the last 24 months. This volume of shares sold represents approximately $158.14M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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