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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
   MORGAN STANLEY 919 - 2023-12-31 2,981,900 $148,737,000 -186,111
   BANK OF AMERICA CORP /DE/ 1012 - 2023-12-31 1,338,120 $66,745,000 -271,437
   Atria Wealth Solutions Inc. 28 - 2023-12-31 812,728 $40,539,000 -23,551
   Avestar Capital LLC 3 - 2024-03-31 595,258 $29,697,000 -142,882
   FIRST MERCHANTS CORP 14 - 2024-03-31 407,245 $20,313,000 -12,816
   Ameritas Advisory Services LLC 18 - 2023-12-31 397,073 $19,806,000 -80,995
   MERCER GLOBAL ADVISORS INC /ADV 273 - 2023-12-31 242,228 $12,082,000 -1,196
   Great Lakes Retirement Inc. 14 - 2024-03-31 236,624 $11,805,000 -2,072
   CREATIVE PLANNING 384 - 2023-12-31 195,531 $9,753,000 -16,011
   Sawtooth Asset Management Inc. 79 - 2023-12-31 162,541 $8,108,000 -184,970
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 548 - 2024-03-31 154,401 $7,703,000 -42,641
   Capital Advisors Ltd. LLC 25 - 2024-03-31 142,632 $7,116,000 -944
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 27 - 2024-03-31 133,996 $6,685,000 -19,455
   DRIVE WEALTH MANAGEMENT LLC 13 - 2024-03-31 129,961 $6,484,000 -1,299
   Bleakley Financial Group LLC 111 - 2024-03-31 124,766 $6,225,000 -37,775
   BEACON INVESTMENT ADVISORY SERVICES INC. 90 - 2024-03-31 98,615 $4,920,000 -53,625
   SAGE ADVISORY SERVICES, LTD.CO. 20 - 2024-03-31 95,753 $4,777,000 -27,385
   DAVIDSON D A & CO 322 - 2023-12-31 82,138 $4,097,000 -4,232
   DUNCKER STREETT & CO INC 45 - 2024-03-31 69,076 $3,446,000 -8,487
   Global Retirement Partners LLC 204 - 2024-03-31 52,339 $2,611,000 -2,246
   GOTHAM ASSET MANAGEMENT, LLC 520 - 2023-12-31 51,475 $2,568,000 -12,661
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 61 - 2024-03-31 50,850 $2,537,000 -25,783
   Wealthstar Advisors LLC 14 - 2024-03-31 46,489 $2,334,000 -2,146
   Trust Co 36 - 2024-03-31 42,538 $2,122,000 -2,388
   Kestra Advisory Services LLC 815 - 2023-12-31 37,545 $1,873,000 -1,276
   OXBOW ADVISORS, LLC 65 - 2024-03-31 37,050 $1,848,000 -2,015
   WEALTHSOURCE PARTNERS LLC 132 - 2023-12-31 36,524 $1,822,000 -360
   Capital Wealth Alliance LLC 25 - 2024-03-31 34,567 $1,725,000 -9,109
   AE Wealth Management LLC 947 - 2023-12-31 34,411 $1,716,000 -32,003
   BNP PARIBAS ARBITRAGE SA 1583 - 2024-03-31 28,784 $1,436,000 -7,726
   Warwick Investment Management Inc. 30 - 2023-12-31 27,350 $1,364,000 -651
   Dynamic Advisors Solutions LLC 377 - 2024-03-31 26,540 $1,324,000 -7,701
   STIFEL FINANCIAL CORP 1964 - 2023-12-31 26,352 $1,314,000 -6,896
   Gateway Wealth Partners LLC 48 - 2023-12-31 26,187 $1,306,000 -345
   WEATHERLY ASSET MANAGEMENT LP 101 - 2024-03-31 24,647 $1,230,000 -1,050
   HIGHTOWER ADVISORS, LLC 1704 - 2024-03-31 22,803 $1,137,000 -1,285
   NOTTINGHAM ADVISORS INC 63 - 2023-12-31 19,768 $986,000 -13,662
   Octavia Wealth Advisors LLC 73 - 2024-03-31 19,681 $982,000 -3,255
   IFG Advisory LLC 252 - 2024-03-31 19,516 $974,000 -1,487
   Wealthcare Advisory Partners LLC 387 - 2024-03-31 18,266 $911,000 -878
   NBC SECURITIES INC. 268 - 2024-03-31 17,665 $881,000 -14,735
   Atlantic Trust Group LLC 696 - 2024-03-31 17,655 $881,000 -750
   WCG Wealth Advisors LLC 215 - 2023-12-31 15,697 $783,000 -4,119
   PATTON ALBERTSON & MILLER, LLC 119 - 2024-03-31 15,632 $780,000 -10,188
   Baird Financial Group Inc. 1226 - 2023-12-31 14,873 $742,000 -135
   Jackson Hole Capital Partners LLC 108 - 2024-03-31 13,580 $678,000 -1,343
   CGC Financial Services LLC 20 - 2024-03-31 13,469 $672,000 -562
   Petix & Botte Co 89 - 2024-03-31 12,212 $609,000 -12,213
   MULTIFINANCIAL SECURITIES CORP 1028 - 2023-12-31 11,958 $596,000 -1,359
   Lionsbridge Wealth Management LLC 49 - 2024-03-31 11,766 $587,000 -12,088
   Redwood Financial Network Corp 64 - 2024-03-31 11,212 $559,000 -1,375
   NATIONAL ASSET MANAGEMENT, INC. 794 - 2023-12-31 10,246 $511,000 -1,987
   Calton & Associates Inc. 91 - 2024-03-31 10,147 $506,000 -490
   Stratos Wealth Partners LTD. 909 - 2024-03-31 9,407 $469,000 -8,408
   Granite Springs Asset Management LLC 85 - 2024-03-31 7,887 $393,000 -1,290
   Gratus Capital LLC 200 - 2023-12-31 7,228 $361,000 -577,732
   Strategic Advocates LLC 86 - 2024-03-31 7,190 $359,000 -3,265
   Steward Partners Investment Advisory LLC 1170 - 2023-12-31 6,638 $331,000 -653
   Main Street Financial Solutions LLC 401 - 2024-03-31 6,389 $319,000 -79
   ATWOOD & PALMER INC 122 - 2024-03-31 6,350 $317,000 -20,200
   Legacy Capital Group California Inc. 230 - 2024-03-31 5,727 $286,000 -377
   KMG FIDUCIARY PARTNERS LLC 206 - 2024-03-31 5,705 $285,000 -345
   National Wealth Management Group LLC 114 - 2023-12-31 5,107 $255,000 -4,980
   Geneos Wealth Management Inc. 648 - 2024-03-31 4,971 $248,000 -790
   MONTAG A & ASSOCIATES INC 385 - 2024-03-31 4,880 $243,000 -2,091
   VitalStone Financial LLC 101 - 2024-03-31 4,651 $232,000 -44,038
   Santori & Peters Inc. 53 - 2024-03-31 4,541 $227,000 -201
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2168 - 2024-03-31 4,043 $202,000 -82
   US BANCORP 2160 - 2024-03-31 2,910 $145,000 -90
   BLAIR WILLIAM & CO/IL 1507 - 2024-03-31 1,894 $94,000 -398
   Spectrum Wealth Counsel LLC 300 - 2024-03-31 111 $6,000 -149
   TSFG LLC 732 - 2024-03-31 25 $1,000 -147
  72 Records found
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