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Get Institutions for : 
Invesco Ultra Short Duration ETF (GSY)  
$49.97 0.00 (0.00%) as of 4:30 Thu 5/9


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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 : 
 $49.70  
Last Quarter's Ending Price : 
 $49.88  
Last Quarter's Average Price : 
 $49.81  
Change from last quarter's     
avg. price to the last closing  : 
0.16 (0.31%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 394 - 2024-03-31 2,578,260 $128,629,000 154,452
   LPL FINANCIAL CORP 317 - 2024-03-31 1,999,544 $99,757,000 439,207
   GRADIENT INVESTMENTS LLC 16 - 2024-03-31 1,263,250 $63,024,000 82,410
   RENAISSANCE TECHNOLOGIES LLC 283 - 2023-12-31 1,063,200 $53,032,000 432,400
   JANE STREET GROUP LLC 243 - 2023-12-31 1,026,835 $51,219,000 832,637
   Gladstone Institutional Advisory LLC 6 - 2023-12-31 789,081 $39,359,000 139,552
   FINANCIAL NETWORK 147 - 2023-12-31 499,721 $24,926,000 47,175
   GREENLEAF TRUST 33 - 2024-03-31 448,386 $22,370,000 28,376
   RAYMOND JAMES & ASSOCIATES 748 - 2024-03-31 430,306 $21,468,000 60,626
   Advisor Group Holdings Inc. 386 - 2024-03-31 422,808 $21,095,000 143,932
   ENVESTNET ASSET MANAGEMENT INC 1031 - 2023-12-31 405,670 $20,235,000 63,256
   CWM LLC 203 - 2024-03-31 381,305 $19,023,000 11,577
   Capital Asset Advisory Services LLC 23 - 2024-03-31 376,785 $18,817,000 103,665
   Johnson Bixby & Associates LLC 12 - 2024-03-31 343,111 $17,118,000 32,302
   UBS Group AG 1179 - 2023-12-31 336,364 $16,778,000 84,275
   AXXCESS WEALTH MANAGEMENT LLC 49 - 2023-12-31 279,116 $13,922,000 68,189
   MARINER WEALTH ADVISORS, LLC 410 - 2023-12-31 255,327 $12,736,000 28,737
   PRINCIPAL SECURITIES INC. 61 - 2024-03-31 210,613 $10,507,000 13,995
   CITADEL ADVISORS LLC 1265 - 2023-12-31 165,443 $8,252,000 116,638
   Private Advisor Group LLC 319 - 2024-03-31 160,916 $8,028,000 10,864
   SCOTIA CAPITAL INC. 205 - 2023-12-31 130,312 $6,500,000 33,049
   ROYAL BANK OF CANADA 1736 - 2023-12-31 127,700 $6,370,000 24,069
   GUIDANCE CAPITAL INC 6 - 2024-03-31 123,433 $6,166,000 24,595
   WESCAP Management Group Inc. 16 - 2023-12-31 120,021 $5,987,000 1,549
   JANNEY MONTGOMERY SCOTT LLC 705 - 2024-03-31 117,066 $5,840,000 47,685
   Goss Wealth Management LLC 340 - 2023-12-31 102,061 $5,087,000 95,641
   NATIXIS 285 - 2023-12-31 95,013 $4,739,000 123
   BB&T CORP 906 - 2023-12-31 87,587 $4,369,000 55,073
   Integrated Wealth Concepts LLC 257 - 2023-12-31 86,729 $4,326,000 66,745
   MML INVESTORS SERVICES LLC 685 - 2023-12-31 83,070 $4,144,000 525
   J P MORGAN CHASE & CO 2556 - 2024-03-31 83,048 $4,143,000 61,108
   J.W. COLE ADVISORS INC. 126 - 2024-03-31 72,829 $3,633,000 62,889
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1314 - 2024-03-31 72,658 $3,625,000 13,171
   McNaughton Wealth Management LLC 16 - 2024-03-31 66,873 $3,336,000 4,063
   TruWealth Advisors LLC 60 - 2024-03-31 62,762 $3,131,000 12,740
   Laurel Wealth Advisors Inc. 75 - 2022-12-31 63,193 $3,126,000 12,529
   Perennial Investment Advisors LLC 44 - 2023-12-31 60,794 $3,032,000 4,943
   Consolidated Portfolio Review Corp 36 - 2024-03-31 57,064 $2,847,000 3,050
   OPPENHEIMER & CO INC 451 - 2024-03-31 49,741 $2,482,000 1,112
   WT Wealth Management 36 - 2023-12-31 44,472 $2,218,000 2,204
   Concurrent Investment Advisors LLC 231 - 2024-03-31 44,358 $2,213,000 15,721
   EQIS CAPITAL MANAGEMENT, INC. 107 - 2023-12-31 42,577 $2,124,000 28,454
   Sovereign Financial Group Inc. 41 - 2024-03-31 31,887 $1,591,000 3,239
   Claraphi Advisory Network LLC 48 - 2022-12-31 28,942 $1,432,000 12,011
   INTREPID FAMILY OFFICE LLC 17 - 2023-09-30 25,000 $1,243,000 6,100
   AlphaCore Capital LLC 87 - 2023-12-31 24,680 $1,231,000 129
   Cetera Investment Advisers 985 - 2023-12-31 24,530 $1,224,000 547
   NATIONAL BANK OF CANADA /FI/ 1014 - 2023-12-31 20,301 $1,012,000 4,069
   Endowment Wealth Management Inc. 38 - 2024-03-31 19,608 $978,000 1,030
   Crabel Capital Management LLC 48 - 2023-12-31 19,555 $975,000 10,156
   ETF Store Inc. 40 - 2024-03-31 17,754 $886,000 4,765
   Resources Investment Advisors Inc. 551 - 2024-03-31 17,260 $861,000 186
   Financial & Tax Architects LLC 54 - 2024-03-31 16,756 $836,000 899
   ADVISORY SERVICES NETWORK, LLC 780 - 2024-03-31 15,731 $785,000 3,024
   Chicago Partners Investment Group LLC 365 - 2024-03-31 15,121 $753,000 2,260
   Arete Wealth Advisors LLC 307 - 2023-12-31 15,079 $752,000 15,079
   Collaborative Wealth Managment Inc. 66 - 2024-03-31 14,229 $710,000 8,970
   COMMONWEALTH EQUITY SERVICES LLC. 2494 - 2024-03-31 14,128 $705,000 6,684
   HILLTOP HOLDINGS INC. 275 - 2023-12-31 13,938 $695,000 61
   YHB INVESTMENT ADVISORS, INC. 170 - 2024-03-31 13,640 $681,000 1,040
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 243 - 2024-03-31 12,535 $625,000 700
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 121 - 2024-03-31 11,962 $597,000 2,287
   Pitti Group Wealth Management LLC 34 - 2024-03-31 11,935 $596,000 440
   Capital Investment Advisory Services LLC 271 - 2024-03-31 11,828 $590,000 7
   REGATTA CAPITAL GROUP LLC 104 - 2024-03-31 11,728 $585,000 1,593
   BlackDiamond Wealth Management Inc. 53 - 2023-12-31 11,112 $555,000 256
   4J Wealth Management LLC 46 - 2024-03-31 9,625 $480,000 862
   Financial Advocates Investment Management 486 - 2024-03-31 8,699 $434,000 228
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 458 - 2024-03-31 7,256 $362,000 10
   BENJAMIN F. EDWARDS & COMPANY INC. 775 - 2024-03-31 6,056 $302,000 1,275
   KWB Wealth 108 - 2024-03-31 6,023 $300,000 81
   COMERICA BANK 2143 - 2023-12-31 5,382 $268,000 954
   Koshinski Asset Management Inc. 480 - 2024-03-31 4,903 $245,000 4,903
   Strategic Blueprint LLC 528 - 2024-03-31 4,900 $244,000 77
   Bogart Wealth LLC 194 - 2024-03-31 4,483 $224,000 7
   GPS Wealth Strategies Group LLC 299 - 2024-03-31 2,927 $146,000 10
   PRIVATE TRUST CO NA 777 - 2024-03-31 2,665 $133,000 2,665
   PROEQUITIES INC. 818 - 2024-03-31 2,659 $133,000 52
   CITIGROUP INC 3407 - 2024-03-31 1,895 $95,000 47
   GeoWealth Management LLC 604 - 2023-12-31 1,484 $74,000 1,080
   Retirement Group LLC 375 - 2024-03-31 353 $18,000 5
   Register Financial Advisors LLC 558 - 2024-03-31 183 $9,000 183
  82 Records found
  1    
  Page 1 of 1
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