GSY Institutional Ownership
Invesco Ultra Short Duration ETF
1W: +0.1%
1M: -0.2%
3M: -0.1%
YTD: +0.1%
1Y: +0.2%
3Y: +12.5%
5Y: +16.6%
$49.98
+0.01 (+0.02%)
Weekly Expected Move ±0.2%
$50
$50
$50
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GSY
327
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
35
New Positions
127
Increased
119
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (350 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6,837,082 | $342M | +373,546 | +5.8% | 33Q | SEC ↗ |
| 2 | MORGAN STANLEY | 6,114,134 | $306M | +623,611 | +11.4% | 33Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 4,193,323 | $210M | +63,908 | +1.5% | 33Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,852,232 | $193M | +958,465 | +33.1% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 2,110,809 | $105M | +286,163 | +15.7% | 33Q | SEC ↗ |
| 6 | Bramshill Investments, LLC | 1,988,756 | $99M | +8,226 | +0.4% | 4Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 1,608,588 | $80M | +230,832 | +16.8% | 23Q | SEC ↗ |
| 8 | Capital Asset Advisory Services LLC | 1,487,657 | $74M | +19,527 | +1.3% | 15Q | SEC ↗ |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | 1,478,317 | $74M | +42,619 | +3.0% | 19Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,397,820 | $70M | +159,530 | +12.9% | 7Q | SEC ↗ |
| 11 | Gradient Investments LLC | 1,034,198 | $52M | -65,876 | -6.0% | 29Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 903,256 | $45M | +267,572 | +42.1% | 33Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 787,732 | $39M | -382,738 | -32.7% | 26Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 682,087 | $34M | +152,975 | +28.9% | 33Q | SEC ↗ |
| 15 | Gladstone Institutional Advisory LLC | 581,585 | $29M | +113,401 | +24.2% | 14Q | SEC ↗ |
| 16 | CWM, LLC | 569,764 | $28M | +47,723 | +9.1% | 18Q | SEC ↗ |
| 17 | AE Wealth Management LLC | 495,000 | $25M | +493,167 | +26904.9% | 7Q | SEC ↗ |
| 18 | Arax Advisory Partners | 473,790 | $24M | +141,744 | +42.7% | 7Q | SEC ↗ |
| 19 | Cyndeo Wealth Partners, LLC | 419,129 | $21M | +15,684 | +3.9% | 8Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 388,206 | $19M | +169,446 | +77.5% | 33Q | SEC ↗ |
| 21 | PRINCIPAL SECURITIES, INC. | 337,031 | $17M | +19,979 | +6.3% | 11Q | SEC ↗ |
| 22 | PRAIRIE ADVISORY, LLC NEW | 327,927 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 317,484 | $16M | -12,109 | -3.7% | 33Q | SEC ↗ |
| 24 | Fifth Third Securities, Inc. | 316,475 | $16M | +58,186 | +22.5% | 9Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 306,638 | $15M | +118,513 | +63.0% | 10Q | SEC ↗ |
| 26 | Johnson Bixby & Associates, LLC | 297,356 | $15M | +4,879 | +1.7% | 23Q | SEC ↗ |
| 27 | Mutual Advisors, LLC | 293,071 | $15M | +16,023 | +5.8% | 10Q | SEC ↗ |
| 28 | Royal Harbor Partners, LLC | 291,595 | $15M | +7,136 | +2.5% | 2Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 284,911 | $14M | -1,345,230 | -82.5% | 33Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 275,130 | $14M | +137,338 | +99.7% | 24Q | SEC ↗ |
| 31 | Advocate Investing Services LLC | 260,150 | $13M | -9,929 | -3.7% | 3Q | SEC ↗ |
| 32 | GUIDANCE CAPITAL, INC | 258,641 | $13M | +9,223 | +3.7% | 13Q | SEC ↗ |
| 33 | Concurrent Investment Advisors, LLC | 249,569 | $12M | +21,172 | +9.3% | 11Q | SEC ↗ |
| 34 | Avestar Capital, LLC | 248,330 | $12M | -49,647 | -16.7% | 30Q | SEC ↗ |
| 35 | Advisory Services Network, LLC | 234,449 | $12M | +65,798 | +39.0% | 21Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 234,394 | $12M | -58,289 | -19.9% | 12Q | SEC ↗ |
| 37 | FIRST MERCHANTS CORP | 231,733 | $12M | -11,944 | -4.9% | 28Q | SEC ↗ |
| 38 | Creative Planning | 230,688 | $12M | +93,471 | +68.1% | 21Q | SEC ↗ |
| 39 | FORONJY FINANCIAL LLC | 228,248 | $11M | +10,732 | +4.9% | 5Q | SEC ↗ |
| 40 | Curry Webb Wealth Management LLC | 226,685 | $11M | +5,189 | +2.3% | 3Q | SEC ↗ |
| 41 | LAKE STREET PRIVATE WEALTH, LLC | 224,985 | $11M | +14,675 | +7.0% | 6Q | SEC ↗ |
| 42 | Private Advisor Group, LLC | 200,903 | $10M | -85,274 | -29.8% | 30Q | SEC ↗ |
| 43 | FLAGSHIP HARBOR ADVISORS, LLC | 197,063 | $10M | +7,739 | +4.1% | 9Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 190,017 | $9M | -62,913 | -24.9% | 33Q | SEC ↗ |
| 45 | Wealth Intelligence, LLC | 188,347 | $9M | +50,157 | +36.3% | 3Q | SEC ↗ |
| 46 | CoreCap Advisors, LLC | 184,812 | $9M | +52,682 | +39.9% | 10Q | SEC ↗ |
| 47 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 182,991 | $9M | -3,620 | -1.9% | 4Q | SEC ↗ |
| 48 | RETIREMENT CAPITAL STRATEGIES | 173,790 | $9M | +1,998 | +1.2% | 2Q | SEC ↗ |
| 49 | GREENLEAF TRUST | 168,666 | $8M | -6,755 | -3.9% | 30Q | SEC ↗ |
| 50 | 1 NORTH WEALTH SERVICES LLC | 162,946 | $8M | +9,609 | +6.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PRAIRIE ADVISORY, LLC | 327,927 | $16M |
| Waverly Advisors, LLC | 122,682 | $6M |
| Ameritas Advisory Services, LLC | 60,161 | $3M |
| Global Retirement Partners, LLC | 45,853 | $2M |
| HUB Investment Partners, LLC | 42,531 | $2M |
| Focus Financial Network, Inc. | 21,490 | $1M |
| MAGNOLIA CAPITAL ADVISORS LLC | 18,439 | $922K |
| INTREPID FAMILY OFFICE LLC | 15,000 | $750K |
| NewSquare Capital LLC | 14,888 | $744K |
| Lido Advisors, LLC | 12,219 | $611K |
| Centerpoint Advisory Group | 11,020 | $551K |
| FIG FINANCIAL ADVISORY SERVICES INC | 10,126 | $506K |
| StoneX Group Inc. | 10,117 | $506K |
| MILLINGTON SECURITIES, LLC | 9,625 | $481K |
| PFG Advisors | 8,903 | $445K |
| Fortis Capital Advisors, LLC | 8,635 | $432K |
| Advisory Solutions Group, LLC | 7,658 | $383K |
| Legacy Capital Wealth Partners, LLC | 7,317 | $366K |
| Wealth Advisory Team LLC | 7,173 | $359K |
| Avidian Wealth Enterprises, LLC | 7,056 | $353K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 807,000 | $40M |
| SCOTIA CAPITAL INC. | 190,760 | $10M |
| PLANWISER FINANCIAL, LLC | 86,902 | $4M |
| FLOW TRADERS U.S. LLC | 86,649 | $4M |
| Tower Research Capital LLC (TRC) | 66,104 | $3M |
| Colonial River Investments, LLC | 46,351 | $2M |
| GC Wealth Management RIA, LLC | 42,125 | $2M |
| Auour Investments LLC | 41,804 | $2M |
| CARY STREET PARTNERS FINANCIAL LLC | 31,540 | $2M |
| Arete Wealth Advisors, LLC | 15,806 | $790K |
| Orion Porfolio Solutions, LLC | 14,283 | $714K |
| Atlanta Consulting Group Advisors, | 12,032 | $601K |
| Tidal Investments LLC | 11,585 | $579K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 10,980 | $549K |
| BROWN ADVISORY INC | 9,898 | $495K |
| Financial Sense Advisors, Inc. | 8,214 | $411K |
| JANE STREET GROUP, LLC | 7,765 | $388K |
| Triasima Portfolio Management inc. | 6,425 | $321K |
| Capital Investment Advisors, LLC | 6,248 | $312K |
| LaSalle St. Investment Advisors, LL | 5,939 | $297K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +958,465 | +33.1% | 3,852,232 |
| MORGAN STANLEY | +623,611 | +11.4% | 6,114,134 |
| AE Wealth Management LLC | +493,167 | +26904.9% | 495,000 |
| LPL Financial LLC | +373,546 | +5.8% | 6,837,082 |
| UBS Group AG | +286,163 | +15.7% | 2,110,809 |
| ENVESTNET ASSET MANAGEMENT INC | +267,572 | +42.1% | 903,256 |
| Cetera Investment Advisers | +230,832 | +16.8% | 1,608,588 |
| Janney Montgomery Scott LLC | +169,446 | +77.5% | 388,206 |
| RAYMOND JAMES FINANCIAL INC | +159,530 | +12.9% | 1,397,820 |
| ROYAL BANK OF CANADA | +152,975 | +28.9% | 682,087 |
| Arax Advisory Partners | +141,744 | +42.7% | 473,790 |
| Kestra Advisory Services, LLC | +137,338 | +99.7% | 275,130 |
| JONES FINANCIAL COMPANIES LLLP | +118,513 | +63.0% | 306,638 |
| Gladstone Institutional Advisory LL | +113,401 | +24.2% | 581,585 |
| Kingsview Wealth Management, LLC | +107,454 | +1111.1% | 117,125 |
| Creative Planning | +93,471 | +68.1% | 230,688 |
| Advisory Services Network, LLC | +65,798 | +39.0% | 234,449 |
| WELLS FARGO & COMPANY/MN | +63,908 | +1.5% | 4,193,323 |
| Fifth Third Securities, Inc. | +58,186 | +22.5% | 316,475 |
| CoreCap Advisors, LLC | +52,682 | +39.9% | 184,812 |