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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-5K- 14.93% |
$249K - $250K
|
28.5K
$1.43M
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.54K- 16.02% |
$276K - $277K
|
29K
$1.45M
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-7.38K- 17.33% |
$367K - $370K
|
35.2K
$1.76M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-7.4K- 3.13% |
$368K - $371K
|
229K
$11.5M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-7.82K- 2.05% |
$389K - $392K
|
373K
$18.7M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.94K- 45.84% |
$395K - $398K
|
9.39K
$470K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.18K- 6.55% |
$407K - $409K
|
117K
$5.84M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.91K- 24.16% |
$443K - $446K
|
28K
$1.4M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.16K- 1.97% |
$456K - $459K
|
457K
$22.9M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-11.1K- 43.55% |
$551K - $554K
|
14.3K
$719K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.7K- 5.0% |
$584K - $587K
|
223K
$11.2M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 3.0% |
$632K - $636K
|
410K
$20.6M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13.5K- 3.01% |
$671K - $675K
|
435K
$21.8M
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-14.7K- 10.98% |
$732K - $737K
|
119K
$5.98M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-16.1K- 3.94% |
$799K - $804K
|
391K
$19.6M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.5K- 1.32% |
$871K - $877K
|
1.31M
$65.6M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.4K- 45.32% |
$1.01M - $1.02M
|
24.6K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.6K- 7.86% |
$1.02M - $1.03M
|
241K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.4K- 5.94% |
$1.21M - $1.22M
|
387K
$19.4M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.4K- 2.58% |
$1.36M - $1.37M
|
1.04M
$51.9M
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-32.1K- 32.58% |
$1.6M - $1.61M
|
66.5K
$3.33M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35.2K- 13.53% |
$1.75M - $1.76M
|
225K
$11.3M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.4K- 9.16% |
$2.16M - $2.17M
|
430K
$21.5M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-46.9K- 22.26% |
$2.33M - $2.35M
|
164K
$8.2M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-47K- 80.34% |
$2.34M - $2.35M
|
11.5K
$576K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.2K- 50.28% |
$2.55M - $2.56M
|
50.6K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-83K- 8.12% |
$4.13M - $4.16M
|
939K
$47.1M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-91.7K- 37.27% |
$4.56M - $4.59M
|
154K
$7.73M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-93.4K- 16.69% |
$4.65M - $4.68M
|
466K
$23.4M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206K- 8.0% |
$10.3M - $10.3M
|
2.37M
$119M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-280K- 46.99% |
$13.9M - $14M
|
316K
$15.8M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-328K- 21.3% |
$16.3M - $16.4M
|
1.21M
$60.7M
|