Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actively Managed Exc (GSY)

287 + 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
↑ +21
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — GSY

Based on 290 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
290 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 — +15% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

165 buying120 selling
Last quarter: 165 funds bought or added vs 120 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new GSY position: 37 → 35 → 39 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
162 out of 290 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.
📈

Growing discovery — still being found

36 → 37 → 35 → 39 → 51 new funds/Q
New funds entering each quarter: 37 → 35 → 39 → 51. A growing number of institutions are discovering GSY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Entry-cohort mix of 290 holders: 169 (58%) are 2+ year veterans, 47 entered 1–2 years ago, and 74 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
20 of 290 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — GSY

In 2026 Q1, 165 hedge funds were net buyers of GSY (51 opened a new position, 114 added to an existing one), while 120 reduced or exited (90 trimmed, 30 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in GSY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 290.

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.

Is It Too Late to Buy Invesco Actively Managed Exc (GSY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GSY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
GSY
nan%
SPY
+15.1%

GSY outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
GSY
nan%
SPY
+1.3%

Since the filing became public, GSY outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 9 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: GSY
287 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 287 269 6.69%
13F Shares 49M 45M 9.15%
Total Value $2.34B $2.25B 4.22%
New Positions 49 39 +10
Increased Positions 114 120 -6
Closed Positions 31 28 +3
Reduced Positions 89 81 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GSY

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Financial Highlights

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Institutional Holders (2026 Q1)

287 + investors

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

QUARTER:
Top 25 GSY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advocate Investing Services LLC 11.47% 270,079 $13.5M
2 Bramshill Investments, LLC 8.55% 1,980,530 $99.3M
3 Curry Webb Wealth Management LLC 5.25% 221,496 $11.1M
4 Hardworking Capital Advisors, LLC 4.96% 105,732 $5.3M
5 Royal Harbor Partners, LLC 4.83% 284,459 $14.3M
6 Foronjy Financial LLC 4.53% 217,516 $10.9M
7 Capstone Wealth Management Group, LLC 3.92% 186,611 $9.4M
8 Wealth Intelligence, LLC 3.33% 138,190 $6.9M
9 Daner Wealth Management, LLC 3.27% 110,742 $5.6M
10 Retirement Capital Strategies 3.25% 171,792 $8.6M
11 Redwood Financial Network Corp 3.20% 97,512 $4.9M
12 Perspective Wealth Advisors LLC 3.05% 93,712 $4.7M
13 Capital Asset Advisory Services LLC 2.82% 1,468,130 $73.6M
14 Guidance Capital, Inc 2.81% 249,418 $12.5M
15 1 North Wealth Services LLC 2.78% 153,337 $7.7M
16 Norris Financial Group, LLC 2.32% 141,587 $7.1M
17 Axxcess Wealth Management, LLC 2.31% 1,435,698 $72.0M
18 9823 Capital, L.P. 1.90% 50,297 $2.5M
19 Johnson Bixby & Associates, LLC 1.82% 292,477 $14.7M
20 Heritage Oak Wealth Advisors LLC 1.79% 112,331 $5.6M
21 Legacy Solutions, LLC 1.67% 36,049 $1.8M
22 Sage Advisory Services, Ltd.Co. 1.44% 52,379 $2.6M
23 GreatBanc Trust CO 1.43% 40,800 $2.0M
24 Lake Street Private Wealth, LLC 1.34% 210,310 $10.5M
25 Pitti Group Wealth Management, LLC 1.31% 32,294 $1.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 58% buying: Last quarter: 165 funds bought or added vs 120 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GSY holders?

Elite ownership — 48% AUM from top-100 funds: 20 of 290 holders are among the 100 largest funds by AUM, controlling 48% 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?

56% of holders stayed for 2+ years: 162 out of 290 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.

Is it too late to buy Invesco Actively Managed Exc (GSY) following the 2026 Q1 hedge fund 13F filings?

As of today, GSY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GSY has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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