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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

266 managers (267 13F filers) reported a position in GSY shares at 2025-06-30, 33,975,623 shares in all. 27 filers opened a position and 22 filers sold out during the quarter.

Managers
266
13F filers
267
New
27
Added
112
Reduced
91
Sold out
22
Shares held by filers
33,975,623

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,088$305K<0.01%+813F-HRTimelineGroup
First Heartland Consultants, Inc.6,060$304K0.03%+40413F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,000$301K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA5,851$293K0.05%013F-HRTimeline
Perennial Investment Advisors, LLC5,661$284K0.03%+69413F-HRTimeline
Independent Advisor Alliance5,631$282K0.01%-2,38513F-HRTimeline
Allworth Financial LP5,411$271K<0.01%+24913F-HRTimeline
Financial Advocates Investment Manageme…5,286$265K0.02%-1,44213F-HRTimeline
Foundations Investment Advisors, LLC5,151$258K<0.01%-1713F-HRTimeline
Boreal Capital Management LLC0$251K0.21%13F-HRTimelineAmount filed as zero, left out of ratios.
Foundation Wealth Management, LLC\PA4,840$243K0.1%013F-HRTimeline
Legacy Capital Group California, Inc.4,774$239K0.07%-38613F-HRTimeline
NewEdge Wealth, LLC4,700$236K<0.01%+25013F-HRTimeline
Prospera Financial Services Inc4,600$231K<0.01%new13F-HRTimeline
GWN SECURITIES INC.4,583$230K0.04%-4,20113F-HRTimeline
Parallel Advisors, LLC4,580$230K<0.01%-72013F-HRTimeline
Bogart Wealth, LLC4,515$226K0.01%+613F-HRTimeline
LaSalle St. Investment Advisors, LLC4,490$225K0.06%+1013F-HRTimeline
Peterson Wealth Services4,468$224K0.06%-6,64113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,439$223K<0.01%-1,73313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,366$219K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners4,354$218K0.01%-381,68613F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,232$212K0.04%013F-HRTimeline
PFG Investments, LLC4,223$212K0.01%new13F-HRTimeline
Detalus Advisors, LLC4,200$211K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,000$201K<0.01%new13F-HRTimelineGroup
AMG National Trust Bank4,000$201K0.01%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…4,000$201K0.03%-13,80013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…3,652$183K0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC2,750$138K0.01%-1,05013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,638$132K<0.01%+1313F-HRTimelineGroup
Archer Investment Corp2,428$122K0.03%-70013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,257$113K<0.01%+5613F-HRTimeline
Farther Finance Advisors, LLC2,238$112K<0.01%+2,09113F-HRTimeline
TD Waterhouse Canada Inc.1,755$88K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,704$85.4K<0.01%+213F-HRTimeline
GPS Wealth Strategies Group, LLC1,594$79.9K0.01%+113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,370$68.7K0.04%013F-HRTimeline
NFSG Corp1,015$50.9K0.01%+68413F-HRTimeline
HM PAYSON & CO1,000$50.1K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,000$50.1K<0.01%-93913F-HRTimeline
Parkside Financial Bank & Trust899$45.1K<0.01%new13F-HRTimeline
Key Financial Inc849$42.6K0.01%-18813F-HRTimeline
Northwest Capital Management Inc700$35.1K0.02%013F-HRTimeline
AE Wealth Management LLC625$31.3K<0.01%+29313F-HRTimeline
Scarborough Advisors, LLC615$30.9K0.01%-52,90413F-HRTimeline
AdvisorNet Financial, Inc606$30.4K<0.01%-9913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC434$21.8K<0.01%-113F-HRTimelineGroup
Ridgewood Investments LLC413$20.7K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.388$19.5K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners372$18.7K<0.01%-1113F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …360$18.1K<0.01%13F-HRTimelineGroup
Anchor Investment Management, LLC268$13.4K<0.01%+313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…201$10.1K<0.01%-70013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV167$8.37K<0.01%new13F-HRTimeline
JNBA Financial Advisors122$6.09K<0.01%-1813F-HRTimeline
CoreCap Advisors, LLC84$4.21K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.61$3.06K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC58$2.95K<0.01%+113F-HRTimeline
Astor Investment Management LLC42$2.11K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…36$1.84K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10$501<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9$406<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC5$251<0.01%+413F-HRTimelineGroup
High Note Wealth, LLC1$41<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.