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
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
9.53KNew |
$477K - $479K
|
9.53K
$477K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.43K+ 117912.5% |
$472K - $474K
|
9.44K
$472K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.4KNew |
$470K - $473K
|
9.4K
$470K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.09K+ 27.54% |
$455K - $457K
|
42.1K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.05K+ 9.8% |
$453K - $455K
|
101K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.86KNew |
$443K - $445K
|
8.86K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
8.66K+ 5.33% |
$433K - $435K
|
171K
$8.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.84K+ 3.34% |
$392K - $394K
|
243K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
7.46KNew |
$373K - $375K
|
7.46K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.46K+ 13.08% |
$373K - $375K
|
64.4K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.27K+ 13.37% |
$364K - $366K
|
61.7K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
6.99KNew |
$350K - $351K
|
6.99K
$349K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
6.98KNew |
$349K - $351K
|
6.98K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.83K+ 99.27% |
$341K - $343K
|
13.7K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.75K+ 38.74% |
$338K - $339K
|
24.2K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.58KNew |
$329K - $331K
|
6.58K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6.52KNew |
$326K - $328K
|
6.52K
$326K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.66KNew |
$283K - $284K
|
5.66K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.5K+ 36.72% |
$275K - $276K
|
20.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.45KNew |
$273K - $274K
|
5.45K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.35KNew |
$268K - $269K
|
5.35K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75K+ 34.59% |
$238K - $239K
|
18.5K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.67K+ 113.72% |
$234K - $235K
|
8.78K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.66K+ 20.32% |
$233K - $234K
|
27.6K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4.6KNew |
$230K - $231K
|
4.6K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.35K+ 15.99% |
$218K - $219K
|
31.6K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.29KNew |
$215K - $216K
|
4.29K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
4.23KNew |
$212K - $213K
|
4.23K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.08KNew |
$204K - $205K
|
4.08K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.99K+ 16.13% |
$200K - $201K
|
28.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.98K+ 75.6% |
$199K - $200K
|
9.25K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.2K+ 8.96% |
$160K - $161K
|
38.9K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3K+ 8.76% |
$150K - $151K
|
37.3K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.99K+ 3.64% |
$149K - $150K
|
85.1K
$4.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 4.42% |
$147K - $148K
|
69.6K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.82K+ 43.6% |
$141K - $142K
|
9.3K
$465K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.69K+ 9.72% |
$135K - $135K
|
30.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61K+ 15.48% |
$131K - $131K
|
19.5K
$974K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
2.33K+ 17.31% |
$116K - $117K
|
15.8K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.18K+ 19.82% |
$109K - $110K
|
13.2K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.11K+ 10.57% |
$106K - $106K
|
22.1K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.02K+ 14.43% |
$101K - $101K
|
16K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
1.8K+ 3.35% |
$89.9K - $90.3K
|
55.5K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.76KNew |
$87.8K - $88.2K
|
1.76K
$87.8K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.76K+ 25.43% |
$87.8K - $88.2K
|
8.66K
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.55K+ 0.83% |
$77.7K - $78.1K
|
189K
$9.47M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.43K+ 186.22% |
$71.6K - $72K
|
2.2K
$110K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.41K+ 12.43% |
$70.6K - $70.9K
|
12.8K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 7.76% |
$70.5K - $70.9K
|
19.6K
$979K
|