Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
696KNew |
$34.8M - $35M
|
696K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
472KNew |
$23.6M - $23.7M
|
472K
$23.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
416K+ 112.64% |
$20.8M - $20.9M
|
784K
$39.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
360K+ 4495.63% |
$18M - $18.1M
|
368K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
335K+ 10.71% |
$16.7M - $16.8M
|
3.46M
$174M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
297K+ 12.38% |
$14.9M - $14.9M
|
2.7M
$136M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
233KNew |
$11.7M - $11.7M
|
233K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170K+ 7.07% |
$8.51M - $8.55M
|
2.58M
$129M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
140K+ 38.82% |
$7.01M - $7.05M
|
502K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
117K+ 2596.93% |
$5.83M - $5.86M
|
121K
$6.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
113KNew |
$5.63M - $5.66M
|
113K
$5.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
112K+ 61.3% |
$5.62M - $5.65M
|
296K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
106K+ 20.72% |
$5.32M - $5.35M
|
621K
$31.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
99.2KNew |
$4.96M - $4.98M
|
99.2K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
84.8K+ 13.43% |
$4.24M - $4.26M
|
716K
$36M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
82.5KNew |
$4.13M - $4.15M
|
82.5K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.9K+ 355.44% |
$3.64M - $3.66M
|
93.4K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.7K+ 8.64% |
$3.34M - $3.36M
|
839K
$42.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60.8K+ 14.34% |
$3.04M - $3.05M
|
484K
$24.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
59K+ 92.59% |
$2.95M - $2.97M
|
123K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
57KNew |
$2.85M - $2.86M
|
57K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 4.05% |
$2.69M - $2.7M
|
1.38M
$69.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
53.7KNew |
$2.68M - $2.7M
|
53.7K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.1K+ 45.02% |
$2.65M - $2.67M
|
171K
$8.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52.7KNew |
$2.63M - $2.65M
|
52.7K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51.7K+ 80.31% |
$2.59M - $2.6M
|
116K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
49K+ 7.92% |
$2.45M - $2.46M
|
668K
$33.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
47.2KNew |
$2.36M - $2.37M
|
47.2K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.3K+ 57.12% |
$2.22M - $2.23M
|
122K
$6.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
41.5K+ 246.1% |
$2.08M - $2.09M
|
58.4K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
39.4K+ 279.44% |
$1.97M - $1.98M
|
53.5K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
36.9KNew |
$1.85M - $1.86M
|
36.9K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
34.3KNew |
$1.71M - $1.72M
|
34.3K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
33K+ 1969.95% |
$1.65M - $1.66M
|
34.7K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.3K+ 89.8% |
$1.47M - $1.47M
|
62K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
28.1K+ 32.83% |
$1.4M - $1.41M
|
114K
$5.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.9K+ 36.1% |
$1.4M - $1.4M
|
105K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
27.7KNew |
$1.39M - $1.39M
|
27.7K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.4K+ 1.91% |
$1.32M - $1.33M
|
1.41M
$70.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 24.34% |
$1.25M - $1.25M
|
128K
$6.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
24.9K+ 509.8% |
$1.24M - $1.25M
|
29.8K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.8KNew |
$1.09M - $1.1M
|
21.8K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.9K+ 452.37% |
$1.04M - $1.05M
|
25.5K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
20.4KNew |
$1.02M - $1.03M
|
20.4K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
20KNew |
$998K - $1M
|
20K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
19.3KNew |
$967K - $973K
|
19.3K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.3KNew |
$967K - $973K
|
19.3K
$972K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 10.24% |
$871K - $876K
|
188K
$9.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 162.97% |
$767K - $771K
|
24.8K
$1.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
14.7KNew |
$735K - $739K
|
14.7K
$738K
|