Purchases and Sales Made in Q4 2023 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q4 2023. 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 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
795KNew |
$34.6M - $37.7M
|
795K
$37M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
545K+ 91.32% |
$23.7M - $25.8M
|
1.14M
$53.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
469KNew |
$20.4M - $22.2M
|
469K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
368K+ 33.89% |
$16M - $17.4M
|
1.45M
$67.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
326KNew |
$14.2M - $15.4M
|
326K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
314KNew |
$13.6M - $14.9M
|
314K
$14.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
242KNew |
$10.5M - $11.5M
|
242K
$11.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
150K+ 217.39% |
$6.51M - $7.09M
|
218K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
148K+ 20.51% |
$6.43M - $7M
|
868K
$40.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
136KNew |
$5.9M - $6.43M
|
136K
$6.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
118K+ 64.02% |
$5.14M - $5.61M
|
303K
$14.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 35.86% |
$4.52M - $4.93M
|
394K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.8K+ 4.16% |
$4.34M - $4.73M
|
2.5M
$117M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.7K+ 6.97% |
$4.12M - $4.49M
|
1.45M
$67.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.4K+ 5.76% |
$3.67M - $4M
|
1.55M
$72.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
79.9K+ 102.38% |
$3.47M - $3.79M
|
158K
$7.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72K+ 415.08% |
$3.13M - $3.41M
|
89.4K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
68.3K+ 188.71% |
$2.97M - $3.24M
|
105K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68.2K+ 11.76% |
$2.96M - $3.23M
|
648K
$30.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
54.3KNew |
$2.36M - $2.58M
|
54.3K
$2.53M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
51.3KNew |
$2.23M - $2.43M
|
51.3K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.2K+ 26.0% |
$1.84M - $2M
|
205K
$9.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40K+ 24.43% |
$1.74M - $1.9M
|
204K
$9.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
39.4KNew |
$1.72M - $1.87M
|
39.4K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
33.3KNew |
$1.45M - $1.58M
|
33.3K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.7K+ 66.46% |
$1.25M - $1.36M
|
71.8K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
22.8K+ 3.47% |
$992K - $1.08M
|
680K
$31.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
21.9K+ 5.67% |
$951K - $1.04M
|
407K
$19M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
21.2K+ 2.93% |
$922K - $1M
|
744K
$34.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.4KNew |
$799K - $870K
|
18.4K
$855K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 4.0% |
$614K - $669K
|
367K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.8KNew |
$599K - $653K
|
13.8K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.7KNew |
$595K - $648K
|
13.7K
$637K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
13.6K+ 43.04% |
$590K - $643K
|
45.1K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
13.1KNew |
$570K - $621K
|
13.1K
$610K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 112.16% |
$550K - $599K
|
23.9K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$519K - $566K
|
11.9K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7KNew |
$508K - $553K
|
11.7K
$543K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.5KNew |
$500K - $545K
|
11.5K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5KNew |
$458K - $499K
|
10.5K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 34.92% |
$448K - $488K
|
39.8K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.69KNew |
$422K - $459K
|
9.69K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.63KNew |
$419K - $457K
|
9.63K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.63K+ 863100.0% |
$375K - $409K
|
8.63K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.43K+ 43.09% |
$367K - $400K
|
28K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.12KNew |
$353K - $385K
|
8.12K
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
7.1K+ 34.43% |
$309K - $337K
|
27.7K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.12KNew |
$266K - $290K
|
6.12K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.06K+ 329.06% |
$263K - $287K
|
7.9K
$368K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6K+ 82.17% |
$261K - $285K
|
13.3K
$620K
|