Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2021
Q4 2020
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
665KNew |
$33.6M - $33.6M
|
665K
$33.3M
|
|
Mar 22, 2021
Q4 2020
|
Pacific Wealth Management
|
BUY
|
- |
539KNew |
$27.3M - $27.3M
|
539K
$27M
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
394KNew |
$19.9M - $19.9M
|
394K
$19.7M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
360K+ 35.67% |
$18.2M - $18.2M
|
1.37M
$68.4M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
220K+ 39.83% |
$11.1M - $11.1M
|
772K
$38.6M
|
|
Mar 24, 2021
Q4 2020
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
208KNew |
$10.5M - $10.5M
|
208K
$10.4M
|
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
120KNew |
$6.06M - $6.07M
|
120K
$6M
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
114KNew |
$5.74M - $5.75M
|
114K
$5.69M
|
|
Feb 04, 2021
Q4 2020
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
97.8KNew |
$4.94M - $4.95M
|
97.8K
$4.89M
|
|
May 19, 2021
Q4 2020
|
Clarity Financial LLC
|
BUY
|
- |
90.5KNew |
$4.57M - $4.57M
|
90.5K
$4.53M
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
89.8K+ 88.01% |
$4.54M - $4.54M
|
192K
$9.6M
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
87.7K+ 27.11% |
$4.43M - $4.44M
|
411K
$20.6M
|
|
Feb 09, 2021
Q4 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
83.5K+ 1136.08% |
$4.22M - $4.23M
|
90.9K
$4.55M
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
63.3KNew |
$3.2M - $3.2M
|
63.3K
$3.17M
|
|
Feb 01, 2021
Q4 2020
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
61.5KNew |
$3.11M - $3.11M
|
61.5K
$3.08M
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
54.9K+ 19.82% |
$2.77M - $2.78M
|
332K
$16.6M
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
54.2KNew |
$2.74M - $2.74M
|
54.2K
$2.71M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.9K+ 352.56% |
$2.67M - $2.68M
|
67.9K
$3.4M
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
52.7K+ 84.21% |
$2.66M - $2.67M
|
115K
$5.77M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.2K+ 1.99% |
$2.48M - $2.49M
|
2.52M
$126M
|
|
Feb 03, 2021
Q4 2020
|
Gratus Capital LLC
|
BUY
|
- |
48.3K+ 11.22% |
$2.44M - $2.44M
|
478K
$23.9M
|
|
Feb 04, 2021
Q4 2020
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
47.4K+ 9.4% |
$2.4M - $2.4M
|
552K
$27.6M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.1K+ 12.7% |
$2.33M - $2.33M
|
409K
$20.5M
|
|
Jan 15, 2021
Q4 2020
|
Engrave Wealth Partners LLC
|
BUY
|
- |
35.5K+ 48.96% |
$1.8M - $1.8M
|
108K
$5.41M
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33.5K+ 176.34% |
$1.69M - $1.69M
|
52.4K
$2.62M
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
BUY
|
- |
31K+ 14.6% |
$1.57M - $1.57M
|
244K
$12.2M
|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
BUY
|
- |
26.3KNew |
$1.33M - $1.33M
|
26.3K
$1.31M
|
|
Feb 26, 2021
Q4 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
25.8K+ 47.03% |
$1.3M - $1.3M
|
80.6K
$4.03M
|
|
Feb 02, 2021
Q4 2020
|
Ahrens Investment Partners LLC
|
BUY
|
- |
25K+ 158.23% |
$1.26M - $1.26M
|
40.8K
$2.04M
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.6K+ 23.86% |
$1.24M - $1.24M
|
128K
$6.39M
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.5K+ 219.21% |
$1.24M - $1.24M
|
35.6K
$1.78M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 45.5% |
$1.2M - $1.2M
|
75.7K
$3.79M
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
23.7K+ 6.51% |
$1.2M - $1.2M
|
387K
$19.4M
|
|
Jan 05, 2021
Q4 2020
|
Rovin Capital
|
BUY
|
- |
21.8K+ 82.53% |
$1.1M - $1.1M
|
48.3K
$2.41M
|
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.5KNew |
$1.03M - $1.04M
|
20.5K
$1.02M
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
20.1KNew |
$1.02M - $1.02M
|
20.1K
$1.01M
|
|
Feb 08, 2021
Q4 2020
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
20KNew |
$1.01M - $1.01M
|
20K
$1M
|
|
Jan 21, 2021
Q4 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18.3K+ 37.19% |
$923K - $924K
|
67.4K
$3.37M
|
|
Jan 19, 2021
Q4 2020
|
Allen Capital Group, LLC
|
BUY
|
- |
17.7K+ 65.56% |
$894K - $895K
|
44.7K
$2.24M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4K+ 419.5% |
$881K - $882K
|
21.6K
$1.08M
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
17.3K+ 141.8% |
$874K - $875K
|
29.5K
$1.48M
|
|
Feb 02, 2021
Q4 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
16.6KNew |
$840K - $841K
|
16.6K
$832K
|
|
Feb 16, 2021
Q4 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
16KNew |
$808K - $809K
|
16K
$800K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 21.49% |
$800K - $801K
|
89.5K
$4.48M
|
|
Feb 12, 2021
Q4 2020
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
14.8KNew |
$747K - $748K
|
14.8K
$740K
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.1KNew |
$715K - $716K
|
14.1K
$708K
|
|
Jan 26, 2021
Q4 2020
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14KNew |
$710K - $711K
|
14K
$703K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.6KNew |
$685K - $685K
|
13.6K
$678K
|
|
Jan 15, 2021
Q4 2020
|
4 J Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$636K - $637K
|
12.6K
$630K
|
|
Feb 25, 2021
Q4 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11.9K+ 8.66% |
$602K - $603K
|
150K
$7.48M
|