Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
680K+ 3637.67% |
$33.8M - $34.2M
|
698K
$35.1M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
583KNew |
$29.1M - $29.3M
|
583K
$29.3M
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
323K+ 73582.0% |
$16.1M - $16.2M
|
323K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
252KNew |
$12.6M - $12.7M
|
252K
$12.7M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196K+ 58.56% |
$9.78M - $9.87M
|
532K
$26.7M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 4.1% |
$9.27M - $9.35M
|
4.72M
$237M
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
135K+ 16.52% |
$6.74M - $6.81M
|
955K
$48M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
127KNew |
$6.35M - $6.41M
|
127K
$6.4M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
126K+ 41.08% |
$6.25M - $6.31M
|
431K
$21.6M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
111K+ 27.99% |
$5.52M - $5.57M
|
507K
$25.5M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
101K+ 872.15% |
$5.02M - $5.07M
|
112K
$5.65M
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
93.8K+ 23.0% |
$4.67M - $4.71M
|
502K
$25.2M
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
91.5K+ 50.41% |
$4.56M - $4.6M
|
273K
$13.7M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80.1K+ 25.76% |
$3.99M - $4.03M
|
391K
$19.6M
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
74.5KNew |
$3.71M - $3.74M
|
74.5K
$3.74M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
59.9KNew |
$2.98M - $3.01M
|
59.9K
$3.01M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
56.9K+ 125.23% |
$2.83M - $2.86M
|
102K
$5.14M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
52.3KNew |
$2.6M - $2.63M
|
52.3K
$2.63M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
51.2K+ 1217.37% |
$2.55M - $2.58M
|
55.4K
$2.78M
|
|
May 16, 2022
Q1 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
35.6K+ 50.83% |
$1.77M - $1.79M
|
106K
$5.3M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34.2K+ 151.45% |
$1.7M - $1.72M
|
56.7K
$2.85M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
32.6K+ 33.89% |
$1.62M - $1.64M
|
129K
$6.46M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.1K+ 36.37% |
$1.45M - $1.46M
|
109K
$5.48M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26.2KNew |
$1.31M - $1.32M
|
26.2K
$1.32M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
25.7KNew |
$1.28M - $1.29M
|
25.7K
$1.29M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22.8K+ 285.64% |
$1.14M - $1.15M
|
30.8K
$1.55M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.6K+ 221.09% |
$1.13M - $1.14M
|
32.8K
$1.65M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 91.92% |
$966K - $975K
|
40.5K
$2.03M
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
19.1K+ 159.5% |
$952K - $961K
|
31.1K
$1.56M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
17K+ 85.13% |
$848K - $856K
|
37K
$1.86M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.2KNew |
$758K - $765K
|
15.2K
$764K
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 20.97% |
$689K - $696K
|
79.8K
$4.01M
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
13.4K+ 201.35% |
$669K - $676K
|
20.1K
$1.01M
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13K+ 6.77% |
$646K - $653K
|
205K
$10.3M
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13K+ 0.93% |
$646K - $652K
|
1.41M
$71M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3K+ 35.49% |
$562K - $567K
|
43.1K
$2.16M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$561K - $567K
|
11.3K
$566K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 38.62% |
$537K - $543K
|
38.7K
$1.94M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$530K - $535K
|
10.7K
$535K
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.4K+ 111.73% |
$518K - $523K
|
19.7K
$989K
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
10.3K+ 4.83% |
$514K - $519K
|
224K
$11.3M
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
9.8K+ 12.76% |
$488K - $493K
|
86.6K
$4.35M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.52KNew |
$474K - $479K
|
9.52K
$478K
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
9.16KNew |
$456K - $461K
|
9.16K
$460K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
8.32K+ 100.75% |
$414K - $418K
|
16.6K
$833K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8.27K+ 6.35% |
$412K - $416K
|
139K
$6.96M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
7.53K+ 25.44% |
$375K - $378K
|
37.1K
$1.86M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.31K+ 28.58% |
$364K - $368K
|
32.9K
$1.65M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.2KNew |
$309K - $312K
|
6.2K
$311K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.17K+ 61.68% |
$307K - $310K
|
16.2K
$812K
|