Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.05M+ 38.77% |
$52.4M - $52.6M
|
3.75M
$187M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
742K+ 28.79% |
$37.1M - $37.3M
|
3.32M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
478K+ 13.82% |
$23.9M - $24M
|
3.94M
$197M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
386K+ 236734.36% |
$19.3M - $19.4M
|
386K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
313K+ 30.25% |
$15.7M - $15.7M
|
1.35M
$67.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
272K+ 43.9% |
$13.6M - $13.7M
|
893K
$44.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
247K+ 31.52% |
$12.4M - $12.4M
|
1.03M
$51.6M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
223K+ 349.63% |
$11.2M - $11.2M
|
287K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157K+ 15.8% |
$7.88M - $7.91M
|
1.15M
$57.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
138KNew |
$6.9M - $6.93M
|
138K
$6.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131K+ 11.46% |
$6.57M - $6.6M
|
1.28M
$63.8M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
88.2K+ 52.21% |
$4.41M - $4.43M
|
257K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84K+ 12.06% |
$4.2M - $4.22M
|
780K
$39M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
83.8K+ 5.96% |
$4.19M - $4.21M
|
1.49M
$74.5M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
81.2KNew |
$4.06M - $4.08M
|
81.2K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.2K+ 9.32% |
$3.91M - $3.93M
|
917K
$45.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.1KNew |
$3.06M - $3.07M
|
61.1K
$3.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
56.1K+ 8.39% |
$2.81M - $2.82M
|
724K
$36.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
50.7KNew |
$2.53M - $2.55M
|
50.7K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
47.3K+ 6.61% |
$2.37M - $2.38M
|
763K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 289.79% |
$2.27M - $2.28M
|
61K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.2K+ 24.11% |
$2.26M - $2.27M
|
233K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
39.7K+ 1527.5% |
$1.98M - $1.99M
|
42.3K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.3K+ 21.21% |
$1.81M - $1.82M
|
207K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
33.6K+ 14.4% |
$1.68M - $1.69M
|
267K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
32.6KNew |
$1.63M - $1.64M
|
32.6K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.6K+ 69.28% |
$1.58M - $1.59M
|
77.1K
$3.86M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
31.2K+ 6.21% |
$1.56M - $1.57M
|
533K
$26.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.6K+ 29.08% |
$1.53M - $1.54M
|
136K
$6.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.1K+ 126.91% |
$1.51M - $1.51M
|
53.8K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
27.1K+ 22.39% |
$1.36M - $1.36M
|
148K
$7.41M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27K+ 215.28% |
$1.35M - $1.36M
|
39.6K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
25.7K+ 36.07% |
$1.28M - $1.29M
|
96.9K
$4.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25.5K+ 7.86% |
$1.27M - $1.28M
|
349K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24KNew |
$1.2M - $1.2M
|
24K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.8K+ 6.92% |
$1.19M - $1.2M
|
368K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9K+ 59.78% |
$1.05M - $1.05M
|
55.9K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.8K+ 4.86% |
$940K - $945K
|
405K
$20.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.4KNew |
$921K - $926K
|
18.4K
$921K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 88.72% |
$897K - $902K
|
38.2K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$876K - $880K
|
17.5K
$875K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
17.2K+ 11.25% |
$861K - $866K
|
170K
$8.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.8KNew |
$839K - $843K
|
16.8K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 28.83% |
$648K - $652K
|
57.9K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.8K+ 6.34% |
$591K - $594K
|
198K
$9.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 11.94% |
$558K - $560K
|
105K
$5.23M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.6K+ 11.55% |
$531K - $534K
|
103K
$5.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 36.72% |
$518K - $520K
|
38.5K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$504K - $506K
|
10.1K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10K+ 40.0% |
$500K - $503K
|
35K
$1.75M
|