Skip to content
Disclosery

GSY INVESCO ACTIVELY MANAGED EXC

Follow

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
MORGAN STANLEYin group MORGAN STANLEY3,937,211$197M0.01%+478,01913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,745,312$188M0.05%+1,046,43113F-HRTimelineGroup
LPL Financial LLC3,317,876$166M0.06%+741,70313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,489,378$74.6M1.51%+83,81313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,349,100$67.6M0.1%+313,30013F-HRTimeline
Cambridge Investment Research Advisors,…1,276,221$64M0.22%+131,26513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,153,606$57.8M0.01%+157,44213F-HRTimelineGroup
Atria Wealth Solutions, Inc.1,031,682$51.7M0.62%+247,25713F-HRTimeline
Cetera Investment Advisers917,107$46M0.09%+78,17313F-HRTimeline
UBS Group AGin group UBS Group AG892,939$44.8M0.01%+272,41513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO815,642$40.9M<0.01%-565,24413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC780,436$39.1M0.01%+83,98713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC762,973$38.2M1.04%+47,30813F-HRTimeline
Capital Asset Advisory Services LLC724,143$36.3M1.85%+56,07113F-HRTimeline
CWM, LLCin group CWM, LLC532,715$26.7M0.11%+31,15413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.491,480$24.6M0.05%-23,57713F-HRTimelineGroup
GREENLEAF TRUST432,832$21.7M0.2%-51,46913F-HRTimeline
Arax Advisory Partners386,040$19.3M1.24%+385,87713F-HRTimeline
Gladstone Institutional Advisory LLC379,732$19M0.89%-32,82913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC368,233$18.5M0.01%+23,83813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC349,318$17.5M1.15%+25,47013F-HRTimeline
Johnson Bixby & Associates, LLC315,714$15.8M2.37%-4,40513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…293,044$14.7M1.24%-2,65913F-HRTimelineGroup
FIRST MERCHANTS CORP287,175$14.4M0.57%-106,62513F-HRTimeline
Gotham Asset Management, LLC286,782$14.4M0.12%+223,00013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC266,903$13.4M7.63%+33,60313F-HRTimeline
Avestar Capital, LLC257,077$12.9M1.23%+88,17613F-HRTimeline
Great Lakes Retirement, Inc.242,849$12.2M1.59%+7,84213F-HRTimeline
Private Advisor Group, LLC232,763$11.7M0.07%+45,22013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP207,140$10.4M0.01%+36,25313F-HRTimelineGroup
GUIDANCE CAPITAL, INC197,919$9.92M3.03%+11,80713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC189,385$9.49M0.21%+1,55313F-HRTimelineGroup
Creative Planningin group Creative Planning177,673$8.9M0.01%-19,10313F-HRTimelineGroup
SCOTIA CAPITAL INC.171,171$8.58M0.05%+8,66013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC170,260$8.53M2%+17,21913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…157,941$7.92M0.19%-12,17413F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC148,139$7.42M3.44%+27,10113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC137,826$6.91M0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …135,864$6.81M0.18%+30,61013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV132,621$6.65M0.02%+98013F-HRTimeline
WESCAP Management Group, Inc.130,772$6.55M1.6%-91213F-HRTimeline
Capital Advisors, Ltd. LLC126,383$6.33M0.83%+39313F-HRTimeline
Janney Montgomery Scott LLC124,752$6.25M0.02%-2,75213F-HRTimeline
Norris Financial Group, LLC118,410$5.93M2.77%+55,81713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…117,594$5.9M0.01%013F-HR/ATimelineGroup
Sterling Financial Group, Inc.112,839$5.66M2.04%+17613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC104,521$5.24M0.01%+11,14613F-HRTimeline
Advocacy Wealth Management, LLC102,536$5.14M0.35%+10,61413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,373$5.08M0.01%+9,05113F-HRTimelineGroup
Brown Financial Advisors96,868$4.86M2%+25,67813F-HRTimeline
NAPA WEALTH MANAGEMENT94,674$4.75M2.67%-377,76613F-HRTimeline
Bleakley Financial Group, LLC93,707$4.7M0.15%-19,77313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…89,142$4.47M0.21%-33,65013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…87,881$4.4M0.18%-63,85913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC85,056$4.26M0.01%+2,98713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS85,042$4.26M<0.01%+8,09113F-HRTimelineGroup
Virtue Capital Management, LLC81,241$4.07M0.48%new13F-HRTimeline
Integrated Wealth Concepts LLC77,142$3.87M0.05%+31,57113F-HRTimeline
TruWealth Advisors, LLC69,590$3.49M0.21%+2,94713F-HRTimeline
D.A. DAVIDSON & CO.68,975$3.46M0.03%-15,50613F-HRTimeline
TBH Global Asset Management, LLC64,609$3.24M0.62%-1,80513F-HRTimeline
ZEGA Investments, LLC64,440$3.23M0.95%+7,45513F-HRTimeline
Mariner, LLCin group Mariner, LLC61,664$3.09M0.01%+7,27213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,403$3.08M0.05%-4,37513F-HRTimelineGroup
Arete Wealth Advisors, LLC60,983$3.06M0.23%+45,33813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,917$2.9M<0.01%+12,96213F-HR/ATimelineGroup
LYNX CAPITAL GROUP LTD /ADV57,145$2.86M1.47%+413F-HRTimeline
Mutual Advisors, LLC55,938$2.8M0.08%+20,92813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …55,833$2.8M0.22%-1,71213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES55,476$2.78M1.09%+1,79713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,829$2.7M0.01%+30,10613F-HRTimelineGroup
Scarborough Advisors, LLC53,519$2.68M0.38%+84113F-HRTimeline
Sanctuary Advisors, LLC53,225$2.67M0.02%-3,93913F-HRTimeline
Ashton Thomas Private Wealth, LLC51,425$2.58M0.1%-2,61213F-HRTimeline
Sage Advisory Services, Ltd.Co.50,804$2.55M1.5%-1,23413F-HRTimeline
Colonial River Investments, LLC50,666$2.54M1.4%new13F-HRTimeline
DUNCKER STREETT & CO INC50,359$2.52M0.5%-1,67213F-HRTimeline
Trust Co47,594$2.39M0.28%-4,61813F-HRTimeline
Belpointe Asset Management LLC46,676$2.34M0.12%-1,41213F-HRTimeline
Copley Financial Group, Inc.42,944$2.15M1.65%-6,08313F-HR/ATimeline
Dynamic Advisor Solutions LLC42,654$2.14M0.07%+50813F-HRTimeline
Transcendent Capital Group LLC42,250$2.12M1.19%+39,65413F-HRTimeline
Sovereign Financial Group, Inc.42,111$2.11M0.49%+9,09213F-HRTimeline
Smartleaf Asset Management LLC41,202$2.06M0.2%013F-HRTimeline
Barnes Wealth Management Group, Inc38,944$1.95M1.25%+3,20213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38,717$1.94M<0.01%-23,25113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC38,565$1.93M0.07%+24,49513F-HRTimeline
World Investment Advisors38,526$1.93M0.05%+10,34813F-HRTimeline
REGATTA CAPITAL GROUP, LLC38,159$1.91M0.37%+17,93913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC37,284$1.87M1.65%+3,00213F-HRTimeline
INTREPID FAMILY OFFICE LLC35,000$1.75M2.61%+10,00013F-HRTimeline
Mattson Financial Services, LLC33,410$1.67M0.5%-2,55913F-HRTimeline
Wealthstar Advisors, LLC33,086$1.66M0.76%-3,83713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC32,585$1.63M0.27%new13F-HRTimeline
Endowment Wealth Management, Inc.31,563$1.58M1.02%+4,35213F-HRTimeline
Lionsbridge Wealth Management LLC30,699$1.54M1.37%-27,73313F-HRTimeline
LEGACY SOLUTIONS, LLC30,412$1.52M1.68%+2,69313F-HRTimeline
PRIVATE TRUST CO NA29,737$1.49M0.15%-23,71913F-HRTimeline
Steward Partners Investment Advisory, L…28,746$1.44M0.01%+3,99313F-HRTimeline
TOWNSQUARE CAPITAL LLC28,040$1.41M0.01%-10,12313F-HRTimeline
Capital Wealth Alliance, LLC27,562$1.38M0.83%+4,65513F-HRTimeline
MONTAG A & ASSOCIATES INC26,952$1.35M0.07%-2,80613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC26,858$1.35M0.07%+1,37713F-HRTimeline
Medallion Wealth Advisors, LLC26,605$1.33M0.61%+15,62513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,285$1.27M<0.01%+12,72313F-HR/ATimelineGroup
Freedom Investment Management, Inc.25,276$1.27M0.11%+22113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25,224$1.26M0.92%-41,08813F-HRTimelineGroup
Paladin Wealth, LLC25,195$1.26M1.13%+57713F-HRTimeline
Strait & Sound Wealth Management LLC24,185$1.21M0.56%+6,75313F-HRTimeline
AlphaCore Capital LLC23,953$1.2M0.1%new13F-HRTimeline
Pitti Group Wealth Management, LLC23,087$1.16M1.19%+56213F-HRTimeline
&PARTNERS22,735$1.14M0.01%+94513F-HRTimeline
MAI Capital Management22,062$1.11M0.01%+2,10913F-HRTimeline
ETF Store, Inc.20,881$1.05M1.28%+1,22913F-HRTimeline
Octavia Wealth Advisors, LLC20,746$1.04M0.13%-2413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,474$1.03M0.01%+5,49913F-HRTimelineGroup
HighTower Advisors, LLC19,945$1000K<0.01%-44813F-HRTimeline
NewEdge Advisors, LLC19,587$982K0.01%+1,00613F-HRTimeline
YHB Investment Advisors, Inc.19,570$981K0.08%+1,41013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,467$976K<0.01%+2,61013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.18,863$945K0.03%+6,04813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.18,595$932K0.08%-1,00013F-HRTimeline
Advisory Services Network, LLC18,481$926K0.02%+4,75013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…18,416$923K<0.01%new13F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…17,800$892K0.17%+80013F-HRTimeline
Sheaff Brock Investment Advisors, LLC17,500$877K0.08%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,449$875K0.22%+1013F-HRTimeline
Collaborative Wealth Managment Inc.17,356$870K0.41%+10413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,255$864K<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC16,770$841K0.04%new13F-HRTimeline
Triumph Capital Management16,357$820K0.27%-2,99013F-HRTimeline
Consolidated Portfolio Review Corp16,011$802K0.13%-36,33813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC16,004$802K0.39%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,000$802K0.05%+2,01813F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,821$793K0.03%-106,11113F-HRTimeline
WT Wealth Management15,760$790K0.26%+2,32513F-HRTimeline
Petix & Botte Co15,691$786K0.21%-3,82613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,159$710K<0.01%013F-HRTimelineGroup
Wealthspire Retirement, LLC13,705$687K0.05%-9,75013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,700$687K0.1%+6,82513F-HRTimeline
Chicago Partners Investment Group LLC13,670$685K0.02%-1,75513F-HRTimeline
OneDigital Investment Advisors LLC13,400$672K0.01%-3,72013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,191$661K<0.01%-6,34913F-HRTimelineGroup
Asset Allocation Strategies LLC13,171$660K0.16%+2,17913F-HRTimeline
Institute for Wealth Management, LLC.13,101$657K0.08%+17513F-HRTimeline
Wagner Wealth Management, LLC12,763$640K0.16%+1,41113F-HRTimeline
Geneos Wealth Management Inc.12,731$638K0.01%+7,09813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,509$627K0.01%-3,77913F-HRTimelineGroup
Jackson Hole Capital Partners, LLC12,219$612K0.12%013F-HRTimeline
CGC Financial Services, LLC11,994$601K0.24%-1,75113F-HRTimeline
Noble Wealth Management PBC11,629$583K0.4%-8,78513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV11,225$563K0.18%-56813F-HRTimeline
Total Clarity Wealth Management, Inc.11,128$558K0.18%-17213F-HRTimeline
Peterson Wealth Services11,109$557K0.17%-23,60413F-HRTimeline
Gateway Wealth Partners, LLC11,078$555K0.12%-1,27713F-HRTimeline
Bright Futures Wealth Management, LLC.11,079$554K0.61%-1,46913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,980$550K0.09%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,748$539K0.05%+12813F-HRTimeline
National Wealth Management Group, LLC10,110$507K0.33%-52,09813F-HRTimeline
Watts Gwilliam & Co., LLC10,094$506K0.11%+1,04613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,072$505K<0.01%new13F-HRTimelineGroup
COMERICA BANK9,591$481K<0.01%+26613F-HRTimeline
CRUX WEALTH ADVISORS9,528$478K0.25%new13F-HRTimeline
LANARK FINANCIAL, INC.9,441$473K0.04%+9,43313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,400$471K0.28%new13F-HRTimeline
Ridgeline Wealth, LLC9,398$471K0.4%-5,29413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,301$466K<0.01%+2,82413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,249$464K<0.01%+3,98213F-HRTimelineGroup
Financial & Tax Architects, LLC9,125$457K0.11%+18113F-HRTimeline
4J Wealth Management LLC9,081$455K0.36%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,037$453K0.22%+56113F-HRTimeline
Redwood Financial Network Corp8,957$449K0.34%-31813F-HRTimeline
Patton Albertson Miller Group, LLC8,922$447K0.07%-1,60013F-HR/ATimeline
BlackDiamond Wealth Management, LLC8,856$444K0.3%-3,76013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,856$444K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.8,784$440K0.02%+4,67413F-HRTimeline
CALTON & ASSOCIATES, INC.8,657$434K0.1%-7313F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth8,327$417K<0.01%-1,11613F-HR/ATimelineGroup
KWB Wealth8,287$415K0.05%+10613F-HRTimeline
Independent Advisor Alliance8,016$402K0.01%-360,37013F-HRTimeline
COURIER CAPITAL LLC7,461$374K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,081$355K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC7,033$353K<0.01%-10513F-HRTimeline
Leslie Global Wealth, LLC6,987$350K0.17%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC6,979$350K0.09%new13F-HRTimelineGroup
Financial Advocates Investment Manageme…6,728$337K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC6,682$335K0.03%+7913F-HRTimeline
Sigma Planning Corp6,582$330K0.01%new13F-HRTimeline
PINKERTON WEALTH, LLC6,516$327K0.04%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,462$324K0.02%-20013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,200$311K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,172$309K<0.01%+8613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,080$305K<0.01%-4,92013F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,000$301K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC5,895$295K0.01%-4,75213F-HRTimeline
Insight Advisors, LLC/ PA5,851$293K0.05%013F-HRTimeline
First Heartland Consultants, Inc.5,656$284K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,515$276K0.01%-26,08513F-HRTimeline
DAVENPORT & Co LLC5,514$276K<0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC5,453$273K<0.01%new13F-HRTimeline