Purchases and Sales Made in Q2 2023 in Invesco Actively Mngd ETF Tr U (GSY)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr U (GSY) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
317K+ 117.69% |
$15.7M - $15.8M
|
585K
$29.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
239K+ 154.4% |
$11.8M - $11.9M
|
393K
$19.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
190K+ 49.41% |
$9.44M - $9.49M
|
576K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
122K+ 24.69% |
$6.06M - $6.09M
|
618K
$31M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
114K+ 27.98% |
$5.67M - $5.7M
|
523K
$26.3M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
98.2K+ 29.77% |
$4.87M - $4.89M
|
428K
$21.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
96.1KNew |
$4.76M - $4.79M
|
96.1K
$4.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
89.8K+ 215.3% |
$4.45M - $4.47M
|
132K
$6.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
85.6KNew |
$4.24M - $4.27M
|
85.6K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
75.4KNew |
$3.74M - $3.76M
|
75.4K
$3.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
73.5K+ 20.9% |
$3.64M - $3.66M
|
425K
$21.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
60.9K+ 30.71% |
$3.02M - $3.03M
|
259K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60.2KNew |
$2.98M - $3M
|
60.2K
$3.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.6K+ 189.57% |
$2.56M - $2.57M
|
78.8K
$3.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.4KNew |
$2M - $2.01M
|
40.4K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
39.6K+ 373.14% |
$1.96M - $1.97M
|
50.3K
$2.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.5K+ 8.36% |
$1.81M - $1.82M
|
473K
$23.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30.4K+ 25.1% |
$1.51M - $1.51M
|
151K
$7.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 26.49% |
$1.4M - $1.4M
|
134K
$6.75M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
25.5KNew |
$1.26M - $1.27M
|
25.5K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 53.59% |
$1.07M - $1.07M
|
61.7K
$3.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
20.3KNew |
$1.01M - $1.01M
|
20.3K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
18.9KNew |
$937K - $941K
|
18.9K
$949K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.4K+ 186.17% |
$813K - $817K
|
25.2K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
15.9K+ 79.49% |
$789K - $793K
|
35.9K
$1.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.1K+ 17.6% |
$748K - $751K
|
101K
$5.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
14.4K+ 14.43% |
$712K - $715K
|
114K
$5.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.4KNew |
$663K - $667K
|
13.4K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.2K+ 26.97% |
$556K - $559K
|
52.8K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
10.9K+ 59.73% |
$539K - $541K
|
29.1K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.52K+ 83.85% |
$472K - $474K
|
20.9K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.94K+ 53.58% |
$443K - $445K
|
25.6K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.4K+ 31.96% |
$416K - $419K
|
34.7K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.47KNew |
$370K - $372K
|
7.47K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.02K+ 93.89% |
$348K - $350K
|
14.5K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.85KNew |
$340K - $341K
|
6.85K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.69K+ 1.87% |
$332K - $333K
|
364K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6.55KNew |
$325K - $326K
|
6.55K
$329K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.27KNew |
$311K - $312K
|
6.27K
$315K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.19K+ 33.03% |
$307K - $308K
|
24.9K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.13K+ 7.83% |
$304K - $305K
|
84.5K
$4.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.07KNew |
$301K - $303K
|
6.07K
$305K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.03K+ 14.51% |
$299K - $301K
|
47.6K
$2.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.8KNew |
$288K - $289K
|
5.8K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.77KNew |
$286K - $287K
|
5.77K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.75KNew |
$285K - $286K
|
5.75K
$289K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.66KNew |
$281K - $282K
|
5.66K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.4K+ 10.89% |
$268K - $269K
|
55K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.34K+ 70.75% |
$265K - $266K
|
12.9K
$647K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.63KNew |
$230K - $231K
|
4.63K
$233K
|