Purchases and Sales Made in Q2 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
569KNew |
$25.9M - $26.7M
|
569K
$26.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
324K+ 96.32% |
$14.7M - $15.2M
|
660K
$30.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
269K+ 95.08% |
$12.2M - $12.6M
|
552K
$25.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
265K+ 15.02% |
$12M - $12.4M
|
2.03M
$94M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
259K+ 115.85% |
$11.8M - $12.2M
|
483K
$22.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
142K+ 33.45% |
$6.47M - $6.68M
|
568K
$26.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 169.95% |
$5.55M - $5.73M
|
194K
$9.01M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118K+ 249.51% |
$5.35M - $5.53M
|
165K
$7.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 5.23% |
$5.18M - $5.35M
|
2.29M
$106M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
88.5K+ 9.47% |
$4.02M - $4.15M
|
1.02M
$47.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
85.7K+ 248.01% |
$3.89M - $4.02M
|
120K
$5.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
63.2K+ 268.55% |
$2.87M - $2.96M
|
86.7K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.1K+ 13.12% |
$2M - $2.07M
|
380K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.7KNew |
$1.89M - $1.96M
|
41.7K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.5KNew |
$1.84M - $1.9M
|
40.5K
$1.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
38.7K+ 33.96% |
$1.76M - $1.81M
|
153K
$7.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
30.5KNew |
$1.39M - $1.43M
|
30.5K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.8KNew |
$1.17M - $1.21M
|
25.8K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.3K+ 70.96% |
$1.1M - $1.14M
|
58.5K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.5K+ 15.58% |
$978K - $1.01M
|
160K
$7.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.9K+ 19.14% |
$769K - $795K
|
105K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$767K - $792K
|
16.9K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5K+ 52.28% |
$749K - $773K
|
48K
$2.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.1K+ 273.14% |
$731K - $755K
|
22K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.8KNew |
$716K - $739K
|
15.8K
$731K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
14.3K+ 10.81% |
$650K - $671K
|
147K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1K+ 150.56% |
$596K - $616K
|
21.8K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 29.29% |
$585K - $604K
|
56.8K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12.6K+ 37.97% |
$573K - $592K
|
45.8K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.3K+ 7.93% |
$557K - $575K
|
167K
$7.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
12.1K+ 25.78% |
$548K - $567K
|
58.9K
$2.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12K+ 14.78% |
$545K - $563K
|
93.1K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.6K+ 1.48% |
$525K - $543K
|
792K
$36.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3KNew |
$512K - $529K
|
11.3K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.6K+ 8.63% |
$481K - $496K
|
133K
$6.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.81K+ 4.58% |
$445K - $460K
|
224K
$10.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.16K+ 8.28% |
$416K - $430K
|
120K
$5.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5K+ 17.97% |
$386K - $399K
|
55.8K
$2.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
8.35K+ 19.86% |
$379K - $392K
|
50.4K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.23K+ 6.07% |
$374K - $386K
|
144K
$6.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.6KNew |
$345K - $357K
|
7.6K
$353K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.45K+ 3.39% |
$338K - $349K
|
227K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.41K+ 39.4% |
$336K - $348K
|
26.2K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.01K+ 36.87% |
$273K - $282K
|
22.3K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.94K+ 88.66% |
$270K - $279K
|
12.6K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
5.23KNew |
$238K - $245K
|
5.23K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.23KNew |
$237K - $245K
|
5.23K
$243K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.2K+ 4.54% |
$236K - $244K
|
120K
$5.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1K+ 19.88% |
$232K - $239K
|
30.7K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.97KNew |
$226K - $233K
|
4.97K
$231K
|