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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

262 managers (262 13F filers) reported a position in GSY shares at 2025-03-31, 34,396,253 shares in all. 33 filers opened a position and 19 filers sold out during the quarter.

Managers
262
13F filers
262
New
33
Added
110
Reduced
83
Sold out
19
Shares held by filers
34,396,253

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Orion Portfolio Solutions, LLC5,453$273K<0.01%new13F-HR/ATimeline
GTS SECURITIES LLC5,349$268K0.01%new13F-HRTimeline
Parallel Advisors, LLC5,300$266K0.01%+40013F-HRTimeline
Foundations Investment Advisors, LLC5,168$259K<0.01%-1,38613F-HRTimeline
Legacy Capital Group California, Inc.5,160$259K0.09%-17713F-HRTimeline
Allworth Financial LP5,162$258K<0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD5,122$257K<0.01%+62313F-HRTimeline
Koshinski Asset Management, Inc.5,083$255K0.02%-9113F-HRTimeline
Perennial Investment Advisors, LLC4,967$249K0.03%+78113F-HRTimeline
Foundation Wealth Management, LLC\PA4,840$243K0.12%013F-HRTimeline
Cutter & CO Brokerage, Inc.4,600$231K0.05%new13F-HRTimeline
Bogart Wealth, LLC4,509$226K0.01%+613F-HRTimeline
LaSalle St. Investment Advisors, LLC4,480$224K0.05%-10013F-HRTimeline
NewEdge Wealth, LLC4,450$223K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC4,292$215K0.02%-39813F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,232$212K0.04%new13F-HRTimeline
Detalus Advisors, LLC4,200$211K0.07%013F-HRTimeline
Beta Wealth Group, Inc.4,080$205K0.07%new13F-HRTimeline
Iron Gate Global Advisors LLC4,072$204K0.03%-59913F-HR/ATimeline
AMG National Trust Bank4,000$200K0.01%013F-HRTimeline
Concorde Asset Management, LLC3,996$200K0.11%new13F-HRTimeline
ATWOOD & PALMER INC3,800$190K0.01%-65013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…3,652$183K0.02%013F-HRTimelineGroup
Archer Investment Corp3,128$157K0.04%-49913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,625$132K<0.01%-67413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,201$110K<0.01%+1,43213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,939$97.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,755$87.9K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,702$85.3K<0.01%-6113F-HRTimeline
GPS Wealth Strategies Group, LLC1,593$79.9K0.01%-3513F-HRTimeline
Collier Financial1,430$71.6K0.06%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,370$68.7K0.04%013F-HRTimeline
Transce3nd, LLC1,125$56.4K0.03%new13F-HRTimeline
Key Financial Inc1,037$52K0.01%013F-HRTimeline
HM PAYSON & CO1,000$50.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC916$45.8K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…901$45.2K<0.01%-1,08213F-HRTimelineGroup
AdvisorNet Financial, Inc705$35.3K<0.01%013F-HRTimeline
Northwest Capital Management Inc700$35.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC435$21.8K<0.01%+3513F-HRTimelineGroup
Ridgewood Investments LLC413$20.7K0.01%-113F-HRTimeline
Reyes Financial Architecture, Inc.388$19.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners383$19.2K<0.01%-25713F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …360$18K<0.01%13F-HRTimelineGroup
Tidemark, LLC335$16.8K0.01%013F-HRTimeline
AE Wealth Management LLC332$16.6K<0.01%013F-HRTimeline
NFSG Corp331$16.6K<0.01%+413F-HRTimeline
Spectrum Wealth Counsel, LLC268$13.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC265$13.3K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.226$11.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC147$7.35K<0.01%+213F-HRTimeline
JNBA Financial Advisors140$7.02K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC84$4.21K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.61$3.06K<0.01%-4513F-HRTimeline
Darwin Wealth Management, LLC57$2.88K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…36$1.81K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9$1K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.15$752<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10$501<0.01%-113F-HRTimeline
FMR LLCin group FMR LLC1$50<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC1$41<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,01313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.