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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.3K+ 8.35% |
$717K - $721K
|
186K
$9.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
12.5KNew |
$627K - $631K
|
12.5K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
11.8KNew |
$590K - $593K
|
11.8K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.3KNew |
$565K - $568K
|
11.3K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
11K+ 95.95% |
$552K - $554K
|
22.5K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$532K - $535K
|
10.6K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10.3K+ 1010.76% |
$517K - $519K
|
11.4K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10K+ 40.09% |
$501K - $504K
|
35K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.62K+ 5.4% |
$481K - $483K
|
188K
$9.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.47K+ 5.9% |
$474K - $476K
|
170K
$8.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.18K+ 271.66% |
$459K - $462K
|
12.6K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.81K+ 17.97% |
$441K - $443K
|
57.9K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.85K+ 38.58% |
$392K - $394K
|
28.2K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.48K+ 2.37% |
$374K - $376K
|
324K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.22K+ 4.65% |
$361K - $363K
|
163K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.14KNew |
$357K - $359K
|
7.14K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.25K+ 12.97% |
$312K - $314K
|
54.4K
$2.72M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.15KNew |
$308K - $309K
|
6.15K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.94K+ 3930.46% |
$297K - $298K
|
6.09K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.38K+ 46.24% |
$269K - $270K
|
17K
$851K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.84KNew |
$242K - $243K
|
4.84K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.81K+ 14.43% |
$241K - $242K
|
38.2K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.7K+ 36.91% |
$235K - $236K
|
17.4K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.58KNew |
$229K - $230K
|
4.58K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.5KNew |
$225K - $226K
|
4.5K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.49K+ 668.15% |
$225K - $226K
|
5.16K
$258K
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.45KNew |
$223K - $224K
|
4.45K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.39K+ 3.61% |
$220K - $221K
|
126K
$6.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
4.3KNew |
$215K - $216K
|
4.3K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.11KNew |
$206K - $207K
|
4.11K
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
4.06K+ 8.43% |
$203K - $204K
|
52.2K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.83K+ 16.39% |
$192K - $193K
|
27.2K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 7.57% |
$190K - $191K
|
54K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.1K+ 18.07% |
$155K - $156K
|
20.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.96K+ 20.92% |
$148K - $149K
|
17.1K
$857K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.7K+ 44.82% |
$135K - $136K
|
8.73K
$437K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.62K+ 25.71% |
$131K - $132K
|
12.8K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.3K+ 3.74% |
$115K - $116K
|
63.8K
$3.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.14K+ 33.73% |
$107K - $107K
|
8.48K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.08K+ 34.0% |
$104K - $104K
|
8.18K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 22.33% |
$100K - $101K
|
11K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.98KNew |
$99.2K - $99.7K
|
1.98K
$99.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.93K+ 1.49% |
$96.6K - $97.1K
|
132K
$6.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 13.5% |
$93.1K - $93.6K
|
15.6K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79K+ 10.63% |
$89.3K - $89.7K
|
18.6K
$930K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.7K+ 53.13% |
$85K - $85.5K
|
4.9K
$245K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 9.81% |
$77.9K - $78.3K
|
17.4K
$873K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.43KNew |
$71.5K - $71.9K
|
1.43K
$71.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.32K+ 7.84% |
$66K - $66.4K
|
18.2K
$909K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.12K+ 0.29% |
$56.1K - $56.4K
|
386K
$19.3M
|