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Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

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ULTRA SHRT DUR (fund)

263 managers (265 13F filers) reported a position in GSY shares at 2025-09-30, 36,030,941 shares in all. 25 filers opened a position and 27 filers sold out during the quarter.

Managers
263
13F filers
265
New
25
Added
103
Reduced
95
Sold out
27
Shares held by filers
36,030,941

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Allworth Financial LP5,170$260K<0.01%-24113F-HRTimeline
Consolidated Portfolio Review Corp5,161$259K0.03%-18,15013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,029$253K<0.01%+59013F-HRTimelineGroup
Boreal Capital Management LLC0$251K0.2%013F-HRTimelineAmount filed as zero, left out of ratios.
Waverly Advisors, LLC4,992$251K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,880$245K<0.01%+30013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,800$241K0.03%-5,20013F-HRTimeline
Legacy Capital Group California, Inc.4,771$240K0.06%-313F-HRTimeline
NewEdge Wealth, LLC4,700$236K<0.01%013F-HRTimeline
Prospera Financial Services Inc4,600$231K<0.01%013F-HRTimeline
Bogart Wealth, LLC4,521$227K0.01%+613F-HRTimeline
GWN SECURITIES INC.4,499$226K0.05%-8413F-HRTimeline
Perennial Investment Advisors, LLC4,394$221K0.02%-1,26713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,385$220K0.1%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,371$220K0.01%new13F-HRTimeline
Independent Advisor Alliance4,239$213K0.01%-1,39213F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,232$213K0.04%013F-HRTimeline
AMG National Trust Bank4,000$201K<0.01%013F-HRTimeline
EdgeRock Capital LLC3,982$200K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,686$185K<0.01%+1,42913F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…3,652$183K0.01%013F-HRTimelineGroup
Larson Financial Group LLC3,000$151K0.01%new13F-HRTimeline
ATWOOD & PALMER INC2,750$138K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,746$138K0.03%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,640$133K<0.01%+213F-HRTimelineGroup
Archer Investment Corp2,428$122K0.03%013F-HRTimeline
Farther Finance Advisors, LLC2,240$113K<0.01%+213F-HRTimeline
Sound Income Strategies, LLC1,924$96.7K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,788$89.9K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,755$88.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,706$85.7K<0.01%+213F-HRTimeline
Peterson Wealth Services2,022$69.1K0.02%-2,44613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,370$68.8K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,352$67.9K0.01%-24213F-HRTimeline
NFSG Corp1,027$51.6K0.01%+1213F-HRTimeline
HM PAYSON & CO1,000$50.2K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,000$50.2K<0.01%013F-HRTimeline
Key Financial Inc849$42.7K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…678$34.1K<0.01%+47713F-HRTimelineGroup
Rossby Financial, LCC625$31.4K0.01%new13F-HRTimeline
AE Wealth Management LLC625$31.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc606$30.4K<0.01%013F-HRTimeline
Collier Financial537$27K0.02%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV436$21.9K<0.01%+26913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC434$21.8K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC407$20.4K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust404$20.3K<0.01%-49513F-HRTimeline
Reyes Financial Architecture, Inc.388$19.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners372$18.7K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …293$14.7K<0.01%13F-HRTimelineGroup
True Wealth Design, LLC278$14K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC278$14K<0.01%13F-HRTimeline
Anchor Investment Management, LLC271$13.6K<0.01%+313F-HRTimeline
Strategic Wealth Partners, Ltd.255$12.8K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding185$9.3K-45,986Timeline
Scarborough Advisors, LLC181$9.09K<0.01%-43413F-HRTimeline
Beacon Capital Management, Inc.170$8.54K<0.01%new13F-HRTimeline
JNBA Financial Advisors123$6.17K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.61$3.06K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC59$2.99K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC49$2.46K<0.01%-3513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9$406<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1$41<0.01%013F-HRTimeline