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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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,096,067$205M0.05%+350,75513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,052,467$203M0.01%+115,25613F-HRTimelineGroup
LPL Financial LLC3,819,093$191M0.06%+501,21713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,560,270$78.2M0.01%+406,66413F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,452,667$72.8M1.33%-36,71113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,236,305$62M0.01%+343,36613F-HRTimelineGroup
Cetera Investment Advisers967,552$48.5M0.08%+50,44513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC929,019$46.6M1.12%+166,04613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC910,918$45.7M0.02%+130,48213F-HRTimelineGroup
Capital Asset Advisory Services LLC804,106$40.3M1.89%+79,96313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.723,610$36.3M0.06%+232,13013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC606,999$30.4M0.01%+238,76613F-HRTimelineGroup
Atria Wealth Solutions, Inc.580,333$29.1M0.66%-451,34913F-HRTimeline
CWM, LLCin group CWM, LLC528,575$26.5M0.09%-4,14013F-HRTimelineGroup
Gladstone Institutional Advisory LLC448,025$22.5M0.93%+68,29313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO415,910$20.9M<0.01%-399,73213F-HRTimelineGroup
GREENLEAF TRUST377,964$19M0.17%-54,86813F-HRTimeline
Cyndeo Wealth Partners, LLC353,424$17.7M1.05%+4,10613F-HRTimeline
Johnson Bixby & Associates, LLC321,577$16.1M2.21%+5,86313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding304,126$15.2M+11,082Timeline
MML INVESTORS SERVICES, LLC295,645$14.8M0.04%+210,58913F-HRTimeline
Gotham Asset Management, LLC288,437$14.5M0.09%+1,65513F-HRTimeline
FIRST MERCHANTS CORP280,884$14.1M0.54%-6,29113F-HRTimeline
Private Advisor Group, LLC260,816$13.1M0.07%+28,05313F-HRTimeline
Cambridge Investment Research Advisors,…232,003$11.6M0.04%-1,044,21813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC225,079$11.3M0.21%+35,69413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP221,144$11.1M0.01%+14,00413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC202,747$10.2M0.02%+195,66613F-HRTimelineGroup
GUIDANCE CAPITAL, INC200,287$10.1M2.87%+2,36813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC197,538$9.9M0.47%+170,68013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …186,440$9.35M0.21%+50,57613F-HRTimelineGroup
FORONJY FINANCIAL LLC179,320$8.99M4.21%13F-HRTimeline
Avestar Capital, LLC176,927$8.87M0.65%-80,15013F-HRTimeline
SCOTIA CAPITAL INC.176,798$8.86M0.04%+5,62713F-HRTimeline
Creative Planningin group Creative Planning168,035$8.43M0.01%-9,63813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…158,394$7.94M0.15%+45313F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC158,056$7.92M1.74%-12,20413F-HRTimeline
1 NORTH WEALTH SERVICES LLC148,870$7.46M2.96%+73113F-HRTimeline
Mutual Advisors, LLC134,235$6.73M0.17%+78,29713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV133,971$6.72M0.02%+1,35013F-HRTimeline
Advocacy Wealth Management, LLC120,833$6.06M0.37%+18,29713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC120,670$6.05M0.01%-17,15613F-HRTimelineGroup
WESCAP Management Group, Inc.118,997$5.97M1.36%-11,77513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES118,909$5.96M2.36%+63,43313F-HRTimeline
Sterling Financial Group, Inc.117,212$5.88M1.97%+4,37313F-HRTimeline
Norris Financial Group, LLC115,561$5.79M2.37%-2,84913F-HRTimeline
Capital Advisors, Ltd. LLC114,659$5.75M0.71%-11,72413F-HRTimeline
Janney Montgomery Scott LLC110,041$5.52M0.01%-14,71113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP108,999$5.47M0.01%+7,62613F-HRTimelineGroup
Daner Wealth Management, LLC108,107$5.43M3.75%13F-HRTimeline
Advisory Services Network, LLC104,518$5.24M0.08%+86,03713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,537$4.39M0.01%-16,98413F-HRTimeline
Bleakley Financial Group, LLC83,493$4.19M0.11%-10,21413F-HRTimeline
Brown Financial Advisors79,933$4.01M1.56%-16,93513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…77,854$3.9M0.17%-11,28813F-HRTimeline
NorthCoast Asset Management LLC76,694$3.85M0.02%new13F-HRTimeline
TruWealth Advisors, LLC76,376$3.83M0.21%+6,78613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC73,590$3.69M0.53%+41,00513F-HRTimeline
D.A. DAVIDSON & CO.72,186$3.62M0.03%+3,21113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,024$3.56M<0.01%+13,10713F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC70,327$3.53M0.01%+8,66313F-HRTimelineGroup
Integrated Wealth Concepts LLC67,748$3.4M0.03%-9,39413F-HRTimeline
ZEGA Investments, LLC67,643$3.39M0.85%+3,20313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…64,828$3.25M<0.01%+26,11113F-HRTimelineGroup
TBH Global Asset Management, LLC63,116$3.16M0.68%-1,49313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,233$3.07M0.01%+7,40413F-HRTimelineGroup
Global Retirement Partners, LLC57,464$2.88M0.07%13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV56,736$2.84M1.37%-40913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …55,980$2.81M0.18%+14713F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …53,180$2.67M0.04%-8,22313F-HRTimelineGroup
FLOW TRADERS U.S. LLC51,699$2.59M0.1%+35,87813F-HRTimeline
Sanctuary Advisors, LLC51,109$2.56M0.02%-2,11613F-HRTimeline
Colonial River Investments, LLC50,884$2.55M1.1%+21813F-HRTimeline
Sage Advisory Services, Ltd.Co.50,734$2.54M1.39%-7013F-HRTimeline
Trust Co50,675$2.54M0.29%+3,08113F-HRTimeline
&PARTNERS50,351$2.52M0.02%+27,61613F-HRTimeline
DUNCKER STREETT & CO INC50,309$2.52M0.46%-5013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,519$2.48M<0.01%+24,23413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…46,171$2.32M0.12%-41,71013F-HRTimelineGroup
Medallion Wealth Advisors, LLC45,966$2.31M0.89%+19,36113F-HRTimeline
Belpointe Asset Management LLC44,424$2.23M0.09%-2,25213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.43,475$2.18M<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC42,865$2.15M0.06%+4,30013F-HRTimeline
Strait & Sound Wealth Management LLC42,588$2.14M0.91%+18,40313F-HRTimeline
Smartleaf Asset Management LLC41,202$2.07M0.18%013F-HRTimeline
Warwick Investment Management, Inc.40,888$2.05M0.4%new13F-HRTimeline
Barnes Wealth Management Group, Inc40,695$2.04M1.21%+1,75113F-HRTimeline
Copley Financial Group, Inc.39,864$2M1.48%-3,08013F-HRTimeline
Sovereign Financial Group, Inc.39,665$1.99M0.41%-2,44613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC38,113$1.91M1.58%+82913F-HRTimeline
PRIVATE TRUST CO NA35,847$1.8M0.17%+6,11013F-HRTimeline
Ashton Thomas Private Wealth, LLC35,566$1.78M0.06%-15,85913F-HRTimeline
Endowment Wealth Management, Inc.35,285$1.77M0.91%+3,72213F-HRTimeline
World Investment Advisors35,143$1.76M0.04%-3,38313F-HRTimeline
REGATTA CAPITAL GROUP, LLC35,077$1.76M0.3%-3,08213F-HRTimeline
HRT FINANCIAL LP33,192$1.66M0.01%new13F-HRTimeline
Wealthstar Advisors, LLC32,990$1.65M0.62%-9613F-HRTimeline
Dynamic Advisor Solutions LLC32,563$1.63M0.05%-10,09113F-HRTimeline
HighTower Advisors, LLC31,887$1.6M<0.01%+11,94213F-HRTimeline
GenTrust, LLC30,779$1.54M0.07%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30,336$1.52M<0.01%-54,70613F-HRTimelineGroup
Mattson Financial Services, LLC30,289$1.52M0.41%-3,12113F-HRTimeline
LEGACY SOLUTIONS, LLC30,137$1.51M1.45%-27513F-HRTimeline
J.W. COLE ADVISORS, INC.29,698$1.49M0.03%+24,18313F-HRTimeline
Steward Partners Investment Advisory, L…29,346$1.47M0.01%+60013F-HRTimeline
Lionsbridge Wealth Management LLC29,034$1.46M1.45%-1,66513F-HRTimeline
Capital Wealth Alliance, LLC25,729$1.29M0.69%-1,83313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,119$1.26M0.01%+15,81813F-HRTimeline
Pitti Group Wealth Management, LLC23,836$1.2M1.03%+74913F-HRTimeline
Paladin Wealth, LLC23,830$1.19M0.93%-1,36513F-HRTimeline
Freedom Investment Management, Inc.23,521$1.18M0.09%-1,75513F-HRTimeline
AlphaCore Capital LLC23,478$1.18M0.04%-47513F-HRTimeline
Consolidated Portfolio Review Corp23,311$1.17M0.16%+7,30013F-HRTimeline
Legacy Investment Solutions, LLC23,292$1.17M0.62%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23,292$1.17M0.62%-1,93213F-HRTimelineGroup
Watts Gwilliam & Co., LLC22,362$1.13M0.18%+12,26813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,757$1.09M0.01%+1,28313F-HRTimelineGroup
ETF Store, Inc.21,560$1.08M1.25%+67913F-HRTimeline
Atria Investments, Inc21,497$1.08M0.01%new13F-HRTimeline
YHB Investment Advisors, Inc.21,370$1.07M0.08%+1,80013F-HRTimeline
MAI Capital Management21,085$1.06M0.01%-97713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI20,888$1.05M0.06%+14,42613F-HRTimeline
MONTAG A & ASSOCIATES INC20,853$1.05M0.05%-6,09913F-HRTimeline
INTREPID FAMILY OFFICE LLC20,000$1M1.08%-15,00013F-HRTimeline
NewEdge Advisors, LLC19,154$960K<0.01%-43313F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.18,670$936K0.08%+7513F-HRTimeline
Octavia Wealth Advisors, LLC18,424$924K0.11%-2,32213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,343$920K<0.01%-1,12413F-HRTimelineGroup
Total Clarity Wealth Management, Inc.18,243$915K0.26%+7,11513F-HRTimeline
Transcendent Capital Group LLC17,731$889K0.46%-24,51913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,439$874K0.19%-1013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC17,350$870K0.1%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,255$865K<0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC17,086$857K0.06%-43,89713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,875$846K0.05%+87513F-HRTimelineGroup
GTS SECURITIES LLC16,700$837K0.04%+11,35113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC16,506$828K0.21%+9,52713F-HRTimelineGroup
WT Wealth Management16,465$826K0.24%+70513F-HRTimeline
Sowell Financial Services LLC16,455$825K0.03%-31513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC16,004$802K0.36%013F-HRTimeline
COMERICA BANK15,414$773K<0.01%+5,82313F-HRTimeline
B. Riley Wealth Advisors, Inc.15,335$769K0.04%-3,52813F-HRTimeline
Astra Wealth Partners LLC15,300$767K0.62%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,773$741K0.01%+2,26413F-HRTimelineGroup
Institute for Wealth Management, LLC.14,506$727K0.08%+1,40513F-HRTimeline
Petix & Botte Co14,171$711K0.17%-1,52013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,159$710K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC13,714$687K0.02%+4413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC13,490$676K0.07%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,446$674K<0.01%+5,11913F-HRTimelineGroup
Keystone Wealth Services, LLC13,387$671K0.16%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,257$665K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.13,137$659K0.29%-4,21913F-HRTimeline
Wagner Wealth Management, LLC13,034$654K0.15%+27113F-HRTimeline
Wealthspire Retirement, LLC12,755$640K0.04%-95013F-HRTimeline
Jackson Hole Capital Partners, LLC12,219$613K0.11%013F-HRTimeline
OneDigital Investment Advisors LLC12,193$611K0.01%-1,20713F-HRTimeline
Impact Partnership Wealth, LLC12,050$604K0.11%new13F-HRTimeline
CGC Financial Services, LLC11,969$600K0.2%-2513F-HRTimeline
Financial & Tax Architects, LLC11,513$577K0.14%+2,38813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV11,406$572K0.17%+18113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,980$551K0.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,893$546K<0.01%+2,03713F-HRTimelineGroup
Gateway Wealth Partners, LLC10,878$545K0.1%-20013F-HRTimeline
CONDOR CAPITAL MANAGEMENT10,868$545K0.05%+12013F-HRTimeline
Avidian Wealth Enterprises, LLC10,588$531K0.02%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,342$519K0.2%+1,30513F-HRTimeline
Milestones Private Investment Advisors …10,138$508K0.38%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,035$503K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…10,000$501K0.07%-3,70013F-HRTimeline
Redwood Financial Network Corp9,854$494K0.33%+89713F-HRTimeline
CRUX WEALTH ADVISORS9,640$483K0.21%+11213F-HRTimeline
National Wealth Management Group, LLC9,586$481K0.27%-52413F-HRTimeline
Patton Albertson Miller Group, LLC9,557$479K0.06%+63513F-HRTimeline
Triumph Capital Management9,536$478K0.14%-6,82113F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,249$464K<0.01%013F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.9,200$461K0.25%-20013F-HRTimeline
4J Wealth Management LLC9,081$455K0.31%013F-HRTimeline
BlackDiamond Wealth Management, LLC9,028$453K0.26%+17213F-HRTimeline
Kingsview Wealth Management, LLC8,837$443K0.01%+2,94213F-HRTimeline
CALTON & ASSOCIATES, INC.8,677$435K0.08%+2013F-HRTimeline
KWB Wealth8,387$420K0.05%+10013F-HRTimeline
Triasima Portfolio Management inc.7,985$400K0.07%new13F-HRTimeline
COURIER CAPITAL LLC7,650$384K0.02%+18913F-HRTimeline
LANARK FINANCIAL, INC.7,604$381K0.03%-1,83713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,361$369K0.02%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC7,107$356K<0.01%+7413F-HRTimeline
Wealth Advisory Team LLC7,079$355K0.33%13F-HRTimeline
PINNACLE ASSOCIATES LTD6,846$343K<0.01%+1,72413F-HRTimeline
IFG Advisory, LLC6,752$339K0.02%new13F-HRTimeline
Main Street Financial Solutions, LLC6,659$334K0.02%-2313F-HRTimeline
DAVENPORT & Co LLC6,581$330K<0.01%+1,06713F-HRTimeline
Beta Wealth Group, Inc.6,518$327K0.12%+2,43813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,397$321K<0.01%-6,79413F-HR/ATimelineGroup
Maridea Wealth Management LLC6,297$316K0.08%new13F-HRTimeline
Ridgeline Wealth, LLC6,289$315K0.26%-3,10913F-HRTimeline
Geneos Wealth Management Inc.6,273$315K0.01%-6,45813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,200$311K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,150$308K0.02%new13F-HRTimeline
Sigma Planning Corp6,138$308K0.01%-44413F-HRTimeline