Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.9K- 11.13% |
$536K - $540K
|
86.6K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.5K- 5.67% |
$566K - $570K
|
191K
$9.58M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 25.61% |
$568K - $572K
|
33.4K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.4K- 24.37% |
$662K - $667K
|
41.6K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-14K- 13.01% |
$692K - $696K
|
93.5K
$4.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.6K- 56.4% |
$823K - $828K
|
12.9K
$646K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-17.1K- 50.19% |
$845K - $851K
|
17K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18K- 8.01% |
$888K - $894K
|
206K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-20.4K- 65.13% |
$1.01M - $1.02M
|
10.9K
$549K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-27.8K- 27.63% |
$1.38M - $1.38M
|
72.9K
$3.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-29.9K- 32.44% |
$1.48M - $1.49M
|
62.2K
$3.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-30.6K- 9.14% |
$1.51M - $1.52M
|
304K
$15.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-33.4K- 87.3% |
$1.65M - $1.66M
|
4.87K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35.4K- 42.63% |
$1.75M - $1.76M
|
47.6K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.3K- 6.63% |
$1.79M - $1.81M
|
511K
$25.7M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-36.5K- 17.77% |
$1.8M - $1.81M
|
169K
$8.47M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.1K- 7.84% |
$1.84M - $1.85M
|
436K
$21.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-41.6K- 67.6% |
$2.06M - $2.07M
|
19.9K
$1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.8K- 9.14% |
$2.21M - $2.23M
|
445K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.9K- 9.89% |
$2.27M - $2.28M
|
418K
$21M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-51.5K- 20.62% |
$2.55M - $2.56M
|
198K
$9.96M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-52.5K- 71.97% |
$2.6M - $2.61M
|
20.5K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-53.5K- 82.5% |
$2.65M - $2.66M
|
11.4K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.2K- 1.93% |
$3.27M - $3.29M
|
3.37M
$169M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74.6K- 37.61% |
$3.69M - $3.71M
|
124K
$6.22M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84.6K- 35.35% |
$4.18M - $4.21M
|
155K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89K- 2.49% |
$4.4M - $4.43M
|
3.48M
$175M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-92.2K- 92.97% |
$4.56M - $4.59M
|
6.97K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-137K- 9.09% |
$6.78M - $6.83M
|
1.37M
$68.9M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-176K- 63.22% |
$8.72M - $8.78M
|
103K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-248K- 11.83% |
$12.2M - $12.3M
|
1.85M
$92.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-417K- 60.79% |
$20.6M - $20.7M
|
269K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-551K- 71.48% |
$27.3M - $27.4M
|
220K
$11M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-626K- 61.2% |
$30.9M - $31.1M
|
397K
$19.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-931K- 92.75% |
$46M - $46.3M
|
72.7K
$3.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.47M- 95.52% |
$72.7M - $73.2M
|
69K
$3.46M
|