Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO ACTIVELY MANAGED EXC (GSY)

256 + Investors. Track Smart Money conviction in GSY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — GSY

Based on 256 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GSY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
256 hedge funds hold GSY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

153 buying103 selling
Last quarter: 153 funds were net buyers (39 opened a brand new position + 114 added to an existing one). Only 103 were sellers (77 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new GSY position: 33 → 32 → 32 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
153 out of 256 hedge funds have held GSY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~39 new funds/quarter

39 → 33 → 32 → 32 → 39 new funds/Q
New funds entering each quarter: 33 → 32 → 32 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Of 256 current holders: 162 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
15 of 256 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in GSY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: GSY

How many hedge funds hold GSY — quarterly history vs. share price
Quarterly hedge fund ownership of GSY vs. share price

Market Analysis: GSY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GSY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 9 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: GSY
2026 Q1 Stats Unlock in 16 days 256 + Investors

Track Smart Money conviction in GSY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 256 243 5.35%
13F Shares 44M 35M 24.88%
Total Value $2.20B $1.76B 24.96%
New Positions 39 32 +7
Increased Positions 114 94 +20
Closed Positions 26 35 -9
Reduced Positions 77 84 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GSY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

256 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GSY. Verified SEC 13F-HR filings.

Top 25 institutional holders of GSY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advocate Investing Services LLC 11.47% 270,079 $13.5M
2 Royal Harbor Partners, LLC 4.83% 284,459 $14.3M
3 FORONJY FINANCIAL LLC 4.53% 217,516 $10.9M
4 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3.92% 186,611 $9.4M
5 Wealth Intelligence, LLC 3.33% 138,190 $6.9M
6 Capital Asset Advisory Services LLC 2.82% 1,468,130 $73.6M
7 AXXCESS WEALTH MANAGEMENT, LLC 2.31% 1,435,698 $72.0M
8 Johnson Bixby & Associates, LLC 1.82% 292,477 $14.7M
9 HERITAGE OAK WEALTH ADVISORS LLC 1.79% 112,331 $5.6M
10 LEGACY SOLUTIONS, LLC 1.67% 36,049 $1.8M
11 GreatBanc Trust CO 1.43% 40,800 $2.0M
12 LAKE STREET PRIVATE WEALTH, LLC 1.34% 210,310 $10.5M
13 CATHY PARETO & ASSOCIATES, INC 1.25% 37,235 $1.9M
14 Transcendent Capital Group LLC 1.12% 49,025 $2.5M
15 Cyndeo Wealth Partners, LLC 1.06% 403,445 $20.2M
16 ETF Store, Inc. 1.05% 21,526 $1.1M
17 Total Clarity Wealth Management, Inc. 1.04% 88,081 $4.4M
18 Gradient Investments LLC 0.85% 1,100,074 $55.1M
19 FIFTH THIRD SECURITIES, INC. 0.84% 258,289 $12.9M
20 Colonial River Investments, LLC 0.83% 46,351 $2.3M
21 OakTrust Wealth Advisors, LLC 0.73% 15,974 $801K
22 Paladin Wealth, LLC 0.69% 20,141 $1.0M
23 Fulcrum Equity Management 0.66% 13,687 $686K
24 Auour Investments LLC 0.66% 41,804 $2.1M
25 Wealthstar Advisors, LLC 0.62% 26,365 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO ACTIVELY MANAGED EXC (GSY)

What does the Smart Money Trend signal show for GSY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GSY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GSY?

More buyers than sellers — 60% buying: Last quarter: 153 funds were net buyers (39 opened a brand new position + 114 added to an existing one). Only 103 were sellers (77 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GSY holders?

Elite ownership — 40% AUM from top-100 funds: 15 of 256 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in GSY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GSY?

60% of holders stayed for 2+ years: 153 out of 256 hedge funds have held GSY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.