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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
MORGAN STANLEYin group MORGAN STANLEY3,459,192$173M0.01%+334,52913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,698,881$135M0.03%+297,33513F-HRTimelineGroup
LPL Financial LLC2,576,173$129M0.05%+170,12413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,405,565$70.4M1.43%+26,39013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,380,886$69.2M0.01%+53,70813F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,144,956$57.4M0.19%-275,83313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,035,800$51.9M0.08%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/996,164$49.9M<0.01%-521,90013F-HRTimelineGroup
Cetera Investment Advisers838,934$42M0.09%+66,74013F-HRTimeline
Atria Wealth Solutions, Inc.784,425$39.3M0.43%+415,52713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC715,665$35.9M0.89%+84,75413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC696,449$34.9M0.01%13F-HR/ATimelineGroup
Capital Asset Advisory Services LLC668,072$33.5M1.65%+49,00413F-HRTimeline
UBS Group AGin group UBS Group AG620,524$31.1M0.01%+106,49313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.515,057$25.8M0.06%-11,92813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC501,561$25.1M0.1%+140,25813F-HRTimelineGroup
GREENLEAF TRUST484,301$24.3M0.22%+60,75313F-HRTimeline
NAPA WEALTH MANAGEMENT472,440$23.7M10.23%new13F-HRTimeline
Gladstone Institutional Advisory LLC412,561$20.7M0.96%-31,58513F-HRTimeline
FIRST MERCHANTS CORP393,800$19.7M0.76%+11913F-HRTimeline
Independent Advisor Alliance368,386$18.5M0.24%+360,37013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC344,395$17.3M0.01%-3,04313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC323,848$16.2M1.1%+7,48313F-HRTimeline
Johnson Bixby & Associates, LLC320,119$16M2.45%-8,31113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…295,703$14.8M1.26%+112,37813F-HRTimelineGroup
Great Lakes Retirement, Inc.235,007$11.8M1.52%+1,01413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC233,300$11.7M6.26%new13F-HRTimeline
Creative Planningin group Creative Planning196,776$9.86M0.01%-19,72213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC187,832$9.41M0.21%+9,61813F-HRTimelineGroup
Private Advisor Group, LLC187,543$9.4M0.05%+17,41813F-HRTimeline
GUIDANCE CAPITAL, INC186,112$9.32M2.85%+14,34613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP170,887$8.56M0.01%+53,05113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…170,115$8.52M0.23%+9,47213F-HRTimelineGroup
Avestar Capital, LLC168,901$8.46M0.77%-169,44113F-HRTimeline
SCOTIA CAPITAL INC.162,511$8.14M0.04%+7,22313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC153,041$7.67M1.88%-10,41713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…151,740$7.6M0.26%-125,51213F-HRTimelineGroup
WESCAP Management Group, Inc.131,684$6.6M1.6%-8,57613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV131,641$6.6M0.02%+1,93113F-HRTimeline
Janney Montgomery Scott LLC127,504$6.39M0.02%+24,95813F-HRTimeline
Capital Advisors, Ltd. LLC125,990$6.31M0.8%+4,39313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…122,792$6.15M0.27%+59,03313F-HRTimeline
FLOW TRADERS U.S. LLC121,932$6.11M0.24%+44,33013F-HRTimeline
1 NORTH WEALTH SERVICES LLC121,038$6.07M2.57%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…117,594$5.9M0.01%-2,55413F-HRTimelineGroup
McNaughton Wealth Management, LLC113,510$5.69M2.74%+28,05513F-HRTimeline
Bleakley Financial Group, LLC113,480$5.69M0.17%-3,95613F-HRTimeline
Sterling Financial Group, Inc.112,663$5.65M2.1%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …105,254$5.27M0.15%+27,91813F-HRTimelineGroup
Daner Wealth Management, LLC99,155$4.97M3.64%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC93,375$4.68M0.01%+72,87313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,322$4.63M0.01%-21,76413F-HRTimelineGroup
Advocacy Wealth Management, LLC91,922$4.61M0.35%-7,86413F-HRTimeline
D.A. DAVIDSON & CO.84,481$4.23M0.03%-10,90713F-HRTimeline
MML INVESTORS SERVICES, LLC82,069$4.11M0.01%-1,61013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS76,951$3.86M<0.01%+19,28613F-HRTimelineGroup
Brown Financial Advisors71,190$3.57M1.43%-38813F-HRTimeline
TruWealth Advisors, LLC66,643$3.34M0.2%-4,87913F-HRTimeline
TBH Global Asset Management, LLC66,414$3.33M0.79%-97813F-HRTimeline
Legacy Investment Solutions, LLC66,312$3.33M2.18%-29,15313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…66,312$3.33M2.18%-29,15313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,778$3.3M0.05%-9,94513F-HRTimelineGroup
Gotham Asset Management, LLC63,782$3.2M0.03%+2,30013F-HRTimeline
Norris Financial Group, LLC62,593$3.14M1.47%+26,92513F-HRTimeline
National Wealth Management Group, LLC62,208$3.12M2.07%-14213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,968$3.11M<0.01%+29,31913F-HRTimelineGroup
Lionsbridge Wealth Management LLC58,432$2.93M2.46%+41,54913F-HRTimeline
Global Retirement Partners, LLC57,852$2.9M0.08%+8,81213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …57,545$2.88M0.23%-6,86813F-HR/ATimeline
Sanctuary Advisors, LLC57,164$2.86M0.02%-13,19613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV57,141$2.86M1.65%+43,51013F-HRTimeline
ZEGA Investments, LLC56,985$2.85M0.84%13F-HRTimeline
Mariner, LLCin group Mariner, LLC54,392$2.73M<0.01%+6,24613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC54,037$2.71M0.11%+3,80213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES53,679$2.69M1.02%new13F-HRTimeline
PRIVATE TRUST CO NA53,456$2.68M0.28%+39,36813F-HRTimeline
Scarborough Advisors, LLC52,678$2.64M0.37%new13F-HRTimeline
Consolidated Portfolio Review Corp52,349$2.62M0.42%-13,99513F-HRTimeline
Trust Co52,212$2.62M0.3%+4,06113F-HRTimeline
Sage Advisory Services, Ltd.Co.52,038$2.61M1.55%-42,94413F-HRTimeline
DUNCKER STREETT & CO INC52,031$2.61M0.48%-8,45013F-HRTimeline
Copley Financial Group, Inc.49,027$2.46M1.88%-25,30913F-HRTimeline
Belpointe Asset Management LLC48,088$2.41M0.15%+313F-HRTimeline
Warwick Investment Management, Inc.47,160$2.36M0.49%new13F-HRTimeline
Integrated Wealth Concepts LLC45,571$2.28M0.03%-7,19213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,955$2.25M<0.01%-60713F-HRTimelineGroup
Dynamic Advisor Solutions LLC42,146$2.11M0.09%-2,17713F-HRTimeline
Smartleaf Asset Management LLC41,202$2.06M0.21%013F-HRTimeline
TOWNSQUARE CAPITAL LLC38,163$1.91M0.02%+4,81313F-HRTimeline
Wealthstar Advisors, LLC36,923$1.85M0.8%13F-HRTimeline
Mattson Financial Services, LLC35,969$1.8M0.57%-43,70013F-HRTimeline
Barnes Wealth Management Group, Inc35,742$1.79M1.2%13F-HRTimeline
Mutual Advisors, LLC35,010$1.76M0.05%+10,01913F-HRTimeline
Peterson Wealth Services34,713$1.74M0.52%+33,03613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC34,282$1.72M1.58%13F-HRTimeline
Sovereign Financial Group, Inc.33,019$1.65M0.38%+48813F-HRTimeline
J.W. COLE ADVISORS, INC.31,600$1.58M0.06%-1,78613F-HRTimeline
MONTAG A & ASSOCIATES INC29,758$1.49M0.07%+24,87813F-HRTimeline
World Investment Advisors28,178$1.41M0.04%+7,84513F-HRTimeline
LEGACY SOLUTIONS, LLC27,719$1.39M1.51%13F-HRTimeline
Endowment Wealth Management, Inc.27,211$1.36M0.92%+3,83213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25,481$1.28M0.07%+20,86813F-HRTimeline
Freedom Investment Management, Inc.25,055$1.26M0.1%-28213F-HRTimeline
INTREPID FAMILY OFFICE LLC25,000$1.25M1.32%13F-HRTimeline
Steward Partners Investment Advisory, L…24,753$1.24M0.01%+15,34013F-HRTimeline
Paladin Wealth, LLC24,618$1.23M1.07%-5,55913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,723$1.19M0.01%-11,91813F-HRTimelineGroup
Wealthspire Retirement, LLC23,455$1.18M0.09%+1,00013F-HRTimeline
Capital Wealth Alliance, LLC22,907$1.15M0.65%-16,17713F-HRTimeline
Pitti Group Wealth Management, LLC22,525$1.13M1.14%+11,03013F-HRTimeline
&PARTNERS21,790$1.09M0.01%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC21,428$1.07M0.81%+56913F-HRTimeline
Octavia Wealth Advisors, LLC20,770$1.04M0.13%-60413F-HRTimeline
Noble Wealth Management PBC20,414$1.02M0.71%13F-HRTimeline
HighTower Advisors, LLC20,393$1.02M<0.01%-33713F-HRTimeline
REGATTA CAPITAL GROUP, LLC20,220$1.01M0.2%+3,09513F-HRTimeline
MAI Capital Management19,953$1000K0.01%new13F-HRTimeline
ETF Store, Inc.19,652$985K1.22%+15313F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.19,595$982K0.09%-69213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,540$979K<0.01%-17513F-HRTimelineGroup
Petix & Botte Co19,517$978K0.26%-4,57813F-HRTimeline
Triumph Capital Management19,347$969K0.33%new13F-HRTimeline
NewEdge Advisors, LLC18,581$931K0.01%+1,78513F-HRTimeline
YHB Investment Advisors, Inc.18,160$910K0.07%+1,32013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,439$874K0.22%+4,70113F-HRTimeline
Strait & Sound Wealth Management LLC17,432$874K0.41%+1,55713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,255$865K<0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.17,252$864K0.39%+17913F-HRTimeline
OneDigital Investment Advisors LLC17,120$858K0.01%+2,96213F-HRTimeline
B & T Capital Management DBA Alpha Capi…17,000$852K0.16%+5,37513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,857$845K<0.01%+82313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,288$816K0.01%+7513F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC16,004$802K0.36%013F-HRTimeline
Arete Wealth Advisors, LLC15,645$784K0.06%+1,86113F-HRTimeline
Chicago Partners Investment Group LLC15,425$774K0.03%+86213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,975$750K0.01%-3,59413F-HRTimelineGroup
Ridgeline Wealth, LLC14,692$736K0.6%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,159$710K<0.01%-53213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,070$705K0.02%+23513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,982$701K0.04%+5113F-HRTimelineGroup
CGC Financial Services, LLC13,745$689K0.27%+22713F-HRTimeline
Advisory Services Network, LLC13,731$688K0.01%-1,29613F-HRTimeline
WT Wealth Management13,435$673K0.21%-71713F-HRTimeline
Institute for Wealth Management, LLC.12,926$648K0.08%+5913F-HRTimeline
Medallion Wealth Advisors, LLC10,980$643K0.32%13F-HRTimeline
B. Riley Wealth Advisors, Inc.12,815$642K0.02%+2,62113F-HRTimeline
BlackDiamond Wealth Management, LLC12,616$632K0.37%+54513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,562$629K<0.01%+9,18213F-HRTimelineGroup
Bright Futures Wealth Management, LLC.12,548$629K0.56%new13F-HRTimeline
Gateway Wealth Partners, LLC12,355$619K0.16%-1,81013F-HRTimeline
Jackson Hole Capital Partners, LLC12,219$612K0.12%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV11,793$591K0.21%new13F-HRTimeline
Wagner Wealth Management, LLC11,352$569K0.15%+10,33013F-HRTimeline
Total Clarity Wealth Management, Inc.11,300$566K0.18%new13F-HRTimeline
Asset Allocation Strategies LLC10,992$551K0.13%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,000$551K<0.01%+2,00813F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC10,980$550K0.08%013F-HRTimeline
Kingsview Wealth Management, LLC10,647$534K0.01%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,620$532K0.05%+26313F-HRTimeline
Patton Albertson Miller Group, LLC10,522$527K0.07%-77013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,443$473K<0.01%+3,31413F-HR/ATimelineGroup
COMERICA BANK9,325$467K<0.01%-48013F-HR/ATimeline
Redwood Financial Network Corp9,275$465K0.35%+27313F-HRTimeline
NWF Advisory Services Inc.9,134$458K0.07%new13F-HRTimeline
4J Wealth Management LLC9,081$455K0.37%+20013F-HRTimeline
Watts Gwilliam & Co., LLC9,048$454K0.1%+1,04413F-HRTimeline
Financial & Tax Architects, LLC8,944$448K0.11%+8813F-HRTimeline
CALTON & ASSOCIATES, INC.8,730$437K0.19%+2,70213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,476$425K0.23%+2,13813F-HRTimeline
KWB Wealth8,181$411K0.05%+2,07613F-HRTimeline
Aptus Capital Advisors, LLC7,138$358K<0.01%new13F-HRTimeline
New Century Financial Group, LLC6,898$346K0.15%+9613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,875$345K0.05%-23,43113F-HRTimeline
Financial Advocates Investment Manageme…6,728$337K0.02%-23713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,662$334K0.02%-41013F-HRTimeline
Main Street Financial Solutions, LLC6,603$331K0.03%+3213F-HRTimeline
Foundations Investment Advisors, LLC6,554$328K0.01%-36813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,477$325K<0.01%+72913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,200$311K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,150$308K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,086$305K<0.01%+5,93513F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,000$301K0.02%013F-HRTimeline
EdgeRock Capital LLC5,864$294K0.19%-78713F-HRTimeline
Insight Advisors, LLC/ PA5,851$293K0.05%013F-HRTimeline
Triasima Portfolio Management inc.82,510$292K0.06%new13F-HRTimeline
Geneos Wealth Management Inc.5,633$282K0.01%+91813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,585$280K<0.01%-4,41513F-HRTimelineGroup
DAVENPORT & Co LLC5,514$276K<0.01%013F-HRTimeline
Legacy Capital Group California, Inc.5,337$267K0.08%-17513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,267$264K<0.01%013F-HRTimelineGroup
Koshinski Asset Management, Inc.5,174$259K0.02%+46913F-HRTimeline
Allworth Financial LP5,162$258K<0.01%+4,49013F-HRTimeline
NOTTINGHAM ADVISORS, INC.5,020$252K0.03%-2,37613F-HRTimeline
Parallel Advisors, LLC4,900$246K0.01%+1,70013F-HRTimeline
Foundation Wealth Management, LLC\PA4,840$243K0.12%13F-HRTimeline
Heck Capital Advisors, LLC4,690$235K0.03%-36913F-HR/ATimeline
Iron Gate Global Advisors LLC4,671$234K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,587$230K<0.01%+35713F-HR/ATimeline
LaSalle St. Investment Advisors, LLC4,580$229K0.07%new13F-HRTimeline
Bogart Wealth, LLC4,503$226K0.01%+713F-HRTimeline