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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.27K- 16.23% |
$64.4K - $64.4K
|
6.58K
$329K
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 28.89% |
$65.7K - $65.8K
|
3.2K
$160K
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.31K- 0.75% |
$66.3K - $66.4K
|
175K
$8.73M
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.33K- 10.82% |
$67K - $67.1K
|
10.9K
$546K
|
|
Jan 08, 2021
Q4 2020
|
Gradient Investments LLC
|
SELL
|
- |
-1.57K- 1.87% |
$79.5K - $79.6K
|
82.5K
$4.13M
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.09K- 1.06% |
$105K - $106K
|
194K
$9.71M
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.43K- 2.41% |
$123K - $123K
|
98.6K
$4.93M
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.66K- 13.52% |
$134K - $134K
|
17K
$849K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.95K- 28.5% |
$149K - $149K
|
7.4K
$370K
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.09K- 13.91% |
$156K - $156K
|
19.1K
$957K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.36K- 4.96% |
$170K - $170K
|
64.4K
$3.22M
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.44KClosed |
$174K - $174K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.06K- 2.47% |
$205K - $205K
|
160K
$8.02M
|
|
Jan 20, 2021
Q4 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-4.14K- 14.65% |
$209K - $209K
|
24.1K
$1.21M
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.27KClosed |
$215K - $216K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.42K- 20.72% |
$223K - $224K
|
16.9K
$846K
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84KClosed |
$245K - $245K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-4.95K- 19.73% |
$250K - $250K
|
20.2K
$1.01M
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5KClosed |
$253K - $253K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.06KClosed |
$256K - $256K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.1K- 2.21% |
$258K - $258K
|
226K
$11.3M
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.16KClosed |
$261K - $261K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6KClosed |
$303K - $303K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.32KClosed |
$319K - $320K
|
0
$0
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-6.36K- 45.62% |
$321K - $321K
|
7.58K
$379K
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.72K- 4.7% |
$339K - $340K
|
136K
$6.81M
|
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
SELL
|
- |
-6.91K- 31.52% |
$349K - $349K
|
15K
$750K
|
|
Feb 16, 2021
Q4 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-8.7KClosed |
$439K - $440K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-8.71KClosed |
$440K - $440K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.09K- 20.97% |
$459K - $460K
|
34.3K
$1.71M
|
|
Feb 16, 2021
Q4 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-9.83K- 19.82% |
$496K - $497K
|
39.8K
$1.99M
|
|
Feb 08, 2021
Q4 2020
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9.93K- 29.55% |
$502K - $502K
|
23.7K
$1.18M
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.5K- 5.64% |
$532K - $533K
|
176K
$8.8M
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11KClosed |
$556K - $556K
|
0
$0
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.2K- 9.04% |
$567K - $568K
|
113K
$5.65M
|
|
Jan 13, 2021
Q4 2020
|
Santori & Peters, Inc.
|
SELL
|
- |
-13K- 31.43% |
$656K - $656K
|
28.3K
$1.42M
|
|
Feb 25, 2021
Q4 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-14.3KClosed |
$723K - $724K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.9K- 43.27% |
$854K - $855K
|
22.2K
$1.11M
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-18KClosed |
$911K - $912K
|
0
$0
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-20.5K- 48.87% |
$1.03M - $1.03M
|
21.4K
$1.07M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.8K- 15.97% |
$1.05M - $1.05M
|
109K
$5.46M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.1KClosed |
$1.07M - $1.07M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-21.3K- 71.3% |
$1.08M - $1.08M
|
8.58K
$429K
|
|
Feb 16, 2021
Q4 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-24K- 43.84% |
$1.21M - $1.21M
|
30.7K
$1.54M
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30.2K- 14.61% |
$1.53M - $1.53M
|
177K
$8.83M
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.7KClosed |
$1.8M - $1.81M
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.5K- 64.59% |
$2.05M - $2.05M
|
22.2K
$1.11M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-45.6K- 74.96% |
$2.3M - $2.3M
|
15.2K
$761K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.2K- 90.09% |
$2.33M - $2.34M
|
5.08K
$254K
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-46.3K- 73.86% |
$2.34M - $2.34M
|
16.4K
$819K
|