Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.23M+ 1477.0% |
$61M - $61.4M
|
1.31M
$65.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22M+ 788.35% |
$60.6M - $61M
|
1.37M
$68.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
322KNew |
$16M - $16.1M
|
322K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 11.27% |
$15.9M - $16M
|
3.16M
$159M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 11.27% |
$15.9M - $16M
|
3.16M
$159M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
297K+ 14.84% |
$14.8M - $14.9M
|
2.3M
$115M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
154K+ 12.16% |
$7.65M - $7.69M
|
1.42M
$71.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
138KNew |
$6.87M - $6.91M
|
138K
$6.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
92.1KNew |
$4.58M - $4.61M
|
92.1K
$4.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
88.6K+ 23.51% |
$4.41M - $4.44M
|
465K
$23.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
86.4K+ 22.78% |
$4.3M - $4.33M
|
466K
$23.4M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
80.1KNew |
$3.99M - $4.01M
|
80.1K
$4.02M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
68.3KNew |
$3.4M - $3.42M
|
68.3K
$3.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
66.7KNew |
$3.32M - $3.34M
|
66.7K
$3.35M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.8K+ 7.48% |
$2.43M - $2.44M
|
701K
$35.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
40K+ 32.42% |
$1.99M - $2M
|
163K
$8.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.4K+ 204.83% |
$1.86M - $1.87M
|
55.7K
$2.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.9K+ 8.12% |
$1.74M - $1.75M
|
465K
$23.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34.1K+ 11.75% |
$1.7M - $1.71M
|
325K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.1K+ 48.37% |
$1.2M - $1.21M
|
73.8K
$3.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
22.4K+ 253.18% |
$1.11M - $1.12M
|
31.2K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.3K+ 16.06% |
$1.11M - $1.12M
|
161K
$8.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
21.7K+ 22.86% |
$1.08M - $1.08M
|
116K
$5.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.5KNew |
$1.07M - $1.08M
|
21.5K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
16.2K+ 13.55% |
$808K - $813K
|
136K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16KNew |
$795K - $800K
|
16K
$802K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
13K+ 110.17% |
$645K - $649K
|
24.7K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 7.95% |
$637K - $641K
|
174K
$8.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 38.97% |
$603K - $607K
|
43.2K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
12.1K+ 98.73% |
$600K - $604K
|
24.3K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.8K+ 404.85% |
$586K - $590K
|
14.7K
$738K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
10.8K+ 403.56% |
$535K - $539K
|
13.4K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 27.11% |
$513K - $516K
|
48.3K
$2.43M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 13.99% |
$507K - $510K
|
83K
$4.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$499K - $502K
|
10K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.73K+ 2.48% |
$335K - $337K
|
278K
$13.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.4K+ 14.44% |
$319K - $321K
|
50.8K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.24K+ 10.93% |
$310K - $312K
|
63.3K
$3.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.94K+ 89.95% |
$296K - $298K
|
12.6K
$630K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.71K+ 8.53% |
$284K - $286K
|
72.6K
$3.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.66K+ 12.54% |
$282K - $284K
|
50.8K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.95K+ 5.73% |
$246K - $248K
|
91.3K
$4.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.53KNew |
$226K - $227K
|
4.53K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.29KNew |
$214K - $215K
|
4.29K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.25K+ 30.05% |
$211K - $213K
|
18.4K
$923K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.15K+ 14.29% |
$206K - $208K
|
33.2K
$1.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4K+ 33.37% |
$199K - $201K
|
16K
$804K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.9K+ 6.21% |
$194K - $195K
|
66.7K
$3.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.04K+ 0.73% |
$151K - $152K
|
418K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.03K+ 3.51% |
$151K - $152K
|
89.2K
$4.48M
|