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
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.58K- 9.56% |
$177K - $178K
|
33.8K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.63K- 0.99% |
$180K - $181K
|
362K
$18.2M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.78K- 19.52% |
$187K - $188K
|
15.6K
$781K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.84K- 26.29% |
$190K - $191K
|
10.8K
$541K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.21KClosed |
$208K - $210K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.59K- 52.81% |
$227K - $229K
|
4.1K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.66K- 8.2% |
$231K - $232K
|
52.2K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.91K- 1.17% |
$243K - $244K
|
413K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.91K- 1.17% |
$243K - $244K
|
413K
$20.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.08K- 8.18% |
$252K - $253K
|
57.1K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 17.18% |
$284K - $286K
|
27.6K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6.14K- 18.77% |
$304K - $306K
|
26.6K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-6.16K- 8.92% |
$305K - $307K
|
62.8K
$3.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.46K- 14.67% |
$320K - $322K
|
37.6K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.86K- 3.6% |
$340K - $342K
|
184K
$9.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.64K- 43.36% |
$428K - $431K
|
11.3K
$567K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-9.26K- 54.61% |
$459K - $461K
|
7.7K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-9.38K- 12.87% |
$465K - $467K
|
63.5K
$3.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.51K- 28.8% |
$471K - $474K
|
23.5K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.1K- 6.58% |
$550K - $552K
|
158K
$7.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 5.53% |
$565K - $568K
|
195K
$9.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11.4K- 7.88% |
$567K - $569K
|
134K
$6.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.6K- 47.2% |
$576K - $579K
|
13K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 9.8% |
$602K - $604K
|
112K
$5.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-12.9K- 51.92% |
$641K - $644K
|
12K
$602K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-15.5K- 21.3% |
$768K - $772K
|
57.2K
$2.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-17.9K- 30.91% |
$886K - $891K
|
40K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19K- 7.17% |
$943K - $947K
|
246K
$12.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.3K- 26.01% |
$958K - $963K
|
55K
$2.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.2K- 47.73% |
$1.1M - $1.11M
|
24.4K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-31K- 7.45% |
$1.54M - $1.55M
|
385K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-31.1K- 65.41% |
$1.54M - $1.55M
|
16.5K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.8K- 35.28% |
$1.73M - $1.74M
|
63.9K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-44.4K- 6.45% |
$2.2M - $2.21M
|
644K
$32.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45.3K- 88.05% |
$2.24M - $2.26M
|
6.15K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-49.4K- 81.02% |
$2.45M - $2.46M
|
11.6K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.5K- 2.9% |
$2.65M - $2.67M
|
1.79M
$90M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-67.9K- 4.95% |
$3.37M - $3.38M
|
1.3M
$65.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-81.4K- 20.53% |
$4.04M - $4.06M
|
315K
$15.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-93.3K- 18.24% |
$4.62M - $4.65M
|
418K
$21M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-261K- 58.62% |
$12.9M - $13M
|
184K
$9.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-319K- 9.17% |
$15.8M - $15.9M
|
3.16M
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-416K- 99.95% |
$20.6M - $20.7M
|
221
$11.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-464K- 13.78% |
$23M - $23.1M
|
2.9M
$146M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-468K- 43.95% |
$23.2M - $23.3M
|
596K
$30M
|