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Get Institutions for : 
Invesco Ultra Short Duration ETF (GSY)  
$49.96 0.02 (0.04%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 200    6
Total shares held : 
25,678,561  
% of shares held : 
43.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
1,858,093  
% of shares held change : 
  3.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.86  
Last Quarter's Ending Price : 
$49.89  
Last Quarter's Average Price
$49.91  
Change from last quarter's     
avg. price to the last closing  : 
0.05 (0.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,177,449
 4.59%
 
Increased Positions :
69
 2,979,058
 11.6%
 
Unchanged Positions :
41
 606,864
 2.36%
 
Decreased Positions :
74
-2,150,725
-8.38%
 
Closed Positions :
22
-147,689
-0.58%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Simplicity WealthLLC 126 *New 2024-03-31 138,714 $6,920,000 138,714
   PFG Investments LLC 124 *New 2024-03-31 57,064 $2,847,000 57,064
   GOLDMAN SACHS GROUP INC/ 3108 *New 2024-03-31 44,702 $2,230,000 44,702
   Smartleaf Asset Management LLC 46 *New 2024-03-31 41,202 $2,054,000 41,202
   TWO SIGMA SECURITIES LLC 424 *New 2024-03-31 10,583 $528,000 10,583
   Mutual Advisors LLC 684 *New 2024-03-31 10,062 $502,000 10,062
   OLD MISSION CAPITAL LLC 573 *New 2024-03-31 9,466 $472,000 9,466
   Lakeview Capital Partners LLC 259 *New 2024-03-31 8,990 $449,000 8,990
   Epic Trust Investment Advisors LLC 46 *New 2024-03-31 8,840 $441,000 8,840
   Independent Advisor Alliance 501 *New 2024-03-31 8,016 $400,000 8,016
   Sonora Investment Management Group LLC 166 *New 2024-03-31 8,005 $399,000 8,005
   TITLEIST ASSET MANAGEMENT LTD. 174 *New 2022-12-31 6,703 $332,000 6,703
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 143 *New 2024-03-31 6,608 $330,000 6,608
   H D Vest Advisory Services 1243 *New 2024-03-31 6,582 $328,000 6,582
   IHT Wealth Management LLC 799 *New 2024-03-31 6,095 $304,000 6,095
   Swan Wealth Advisors Inc. 32 *New 2024-03-31 5,900 $294,000 5,900
   AQR CAPITAL MANAGEMENT LLC 2173 *New 2024-03-31 5,267 $263,000 5,267
   Farther Finance Advisors LLC 630 *New 2024-03-31 4,714 $235,000 4,714
   Nelson Van Denburg & Campbell Wealth Management Gr 1223 *New 2024-03-31 1,029 $51,000 1,029
   HM PAYSON & CO 594 *New 2023-12-31 1,000 $50,000 1,000
   Concord Wealth Partners 364 *New 2024-03-31 921 $46,000 921
   Wagner Wealth Management LLC 165 *New 2024-03-31 829 $41,000 829
   HARBOUR INVESTMENTS INC. 1824 *New 2023-12-31 436 $22,000 436
   JONES FINANCIAL COMPANIES LLLP 908 *New 2024-03-31 400 $20,000 400
   ZBN.A. 596 *New 2024-03-31 326 $16,000 326
   Ahrens Investment Partners LLC 526 *New 2023-03-31 300 $15,000 300
   Ronald Blue Trust Inc. 1536 *New 2024-03-31 146 $7,000 146
   HORIZON FINANCIAL SERVICES LLC 143 *New 2024-03-31 140 $7,000 140
   STUDIO INVESTMENT MANAGEMENT LLC 281 *New 2024-03-31 4 $0 4

  29 Records found
  1    
  Page 1 of 1
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