Purchases and Sales Made in Q4 2021 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.31M+ 587.52% |
$73.3M - $74.5M
|
1.53M
$71M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
388K+ 24.6% |
$21.7M - $22.1M
|
1.96M
$91.2M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
360K+ 766.27% |
$20.2M - $20.5M
|
407K
$18.9M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
259KNew |
$14.5M - $14.8M
|
259K
$12M
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
174KNew |
$9.77M - $9.93M
|
174K
$8.09M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
162KNew |
$9.05M - $9.21M
|
162K
$7.5M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
133KNew |
$7.44M - $7.57M
|
133K
$6.17M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 150.59% |
$6.31M - $6.42M
|
187K
$8.7M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
105K+ 113.03% |
$5.91M - $6M
|
199K
$9.22M
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
85.4K+ 44.08% |
$4.78M - $4.86M
|
279K
$13M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.7K+ 107.4% |
$3.96M - $4.03M
|
137K
$6.34M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
64.4KNew |
$3.61M - $3.67M
|
64.4K
$2.99M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.4K+ 13.83% |
$3.38M - $3.44M
|
497K
$23M
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
49.7K+ 13.33% |
$2.79M - $2.83M
|
423K
$19.6M
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
34.8K+ 125.33% |
$1.95M - $1.98M
|
62.6K
$2.91M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.2K+ 54.66% |
$1.69M - $1.72M
|
85.5K
$3.97M
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25.7KNew |
$1.44M - $1.47M
|
25.7K
$1.19M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24KNew |
$1.34M - $1.37M
|
24K
$1.11M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
20.4KNew |
$1.14M - $1.16M
|
20.4K
$946K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.4KNew |
$1.14M - $1.16M
|
20.4K
$945K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 3.91% |
$1.03M - $1.05M
|
490K
$22.8M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.2KNew |
$907K - $922K
|
16.2K
$751K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
15.3KNew |
$859K - $874K
|
15.3K
$712K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
14.5KNew |
$811K - $825K
|
14.5K
$672K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
14.2K+ 2.26% |
$797K - $810K
|
643K
$29.9M
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12.6KNew |
$708K - $720K
|
12.6K
$587K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.6K+ 51.71% |
$708K - $720K
|
37.1K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12.4K+ 73.31% |
$696K - $707K
|
29.4K
$1.36M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 11.97% |
$643K - $654K
|
107K
$4.98M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.4K+ 6.71% |
$639K - $649K
|
181K
$8.41M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$616K - $626K
|
11K
$510K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11KNew |
$614K - $624K
|
11K
$508K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 7.79% |
$610K - $621K
|
151K
$6.99M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.8KNew |
$608K - $618K
|
10.8K
$504K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 2.47% |
$587K - $597K
|
434K
$20.2M
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 11.03% |
$574K - $583K
|
103K
$4.78M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
8.15K+ 1.94% |
$457K - $464K
|
428K
$19.9M
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
7.94K+ 17.57% |
$445K - $452K
|
53.1K
$2.47M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.31KNew |
$409K - $416K
|
7.31K
$339K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
7.23K+ 61.08% |
$405K - $412K
|
19.1K
$885K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.22K+ 21.16% |
$405K - $412K
|
41.4K
$1.92M
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
7.05K+ 10.13% |
$395K - $402K
|
76.6K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.95K+ 9.41% |
$389K - $396K
|
80.8K
$3.75M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.85K+ 75.46% |
$384K - $390K
|
15.9K
$739K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.35K+ 588.78% |
$356K - $362K
|
7.43K
$345K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5.89KNew |
$330K - $336K
|
5.89K
$274K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.64KNew |
$316K - $321K
|
5.64K
$262K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.59K+ 5535.64% |
$313K - $319K
|
5.69K
$264K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5.59KNew |
$313K - $319K
|
5.59K
$259K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.43KNew |
$248K - $252K
|
4.43K
$205K
|