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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

251 managers (251 13F filers) reported a position in GSY shares at 2024-12-31, 31,346,433 shares in all. 29 filers opened a position and 16 filers sold out during the quarter.

Managers
251
13F filers
251
New
29
Added
105
Reduced
69
Sold out
16
Shares held by filers
31,346,433

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PINNACLE ASSOCIATES LTD4,499$225K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC4,450$223K0.02%013F-HRTimeline
NewEdge Wealth, LLC4,450$223K<0.01%+35013F-HRTimeline
Financially Speaking Inc4,297$215K0.15%13F-HRTimeline
Detalus Advisors, LLC4,200$210K0.07%013F-HRTimeline
Perennial Investment Advisors, LLC4,186$210K0.02%-2413F-HRTimeline
GWN SECURITIES INC.4,110$206K0.06%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,013$202K0.01%+1,10713F-HRTimeline
AMG National Trust Bank4,000$200K0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…3,652$183K0.01%013F-HRTimelineGroup
Archer Investment Corp3,627$182K0.05%+69613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,299$165K<0.01%-16113F-HRTimelineGroup
Transcendent Capital Group LLC2,596$130K0.07%+8913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,983$99.4K<0.01%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,939$97.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,763$88.3K<0.01%+213F-HRTimeline
GPS Wealth Strategies Group, LLC1,628$81.6K0.01%-80113F-HRTimeline
Collier Financial1,430$71.6K0.06%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,370$68.7K0.04%013F-HRTimeline
Key Financial Inc1,037$51.9K0.01%013F-HRTimeline
HM PAYSON & CO1,000$50.1K<0.01%013F-HRTimeline
Avior Wealth Management, LLC875$43.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC784$39.3K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.769$38.5K<0.01%-29713F-HRTimeline
AdvisorNet Financial, Inc705$35.3K<0.01%new13F-HRTimeline
Northwest Capital Management Inc700$35.1K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners640$32.1K0.01%-28113F-HRTimelineGroup
OARSMAN CAPITAL, INC.450$22.6K<0.01%013F-HRTimeline
Ridgewood Investments LLC414$20.7K0.01%-4,94613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC400$20K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.388$19.4K0.02%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …360$18K<0.01%013F-HRTimelineGroup
Tidemark, LLC335$16.8K0.01%013F-HRTimeline
AE Wealth Management LLC332$16.6K<0.01%new13F-HRTimeline
NFSG Corp327$16.4K<0.01%+513F-HRTimeline
Spectrum Wealth Counsel, LLC268$13.4K<0.01%-4713F-HRTimeline
First Horizon Advisors, Inc.226$11.3K<0.01%+1413F-HRTimeline
Arax Advisory Partners163$8.19K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC145$7.26K<0.01%new13F-HRTimeline
JNBA Financial Advisors138$6.93K<0.01%+113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.124$6.21K<0.01%-12413F-HRTimeline
Coppell Advisory Solutions LLC108$5.41K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.106$5.31K0.01%13F-HRTimeline
CoreCap Advisors, LLC84$4.21K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC57$2.88K<0.01%013F-HR/ATimeline
Astor Investment Management LLC42$2.1K<0.01%+513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC23$1.15K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9$1K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC11$551<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$4090.04%-6,71713F-HRTimeline
High Note Wealth, LLC1$41<0.01%new13F-HRTimeline