Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.11MNew |
$308M - $308M
|
6.11M
$307M
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
379K+ 344.97% |
$19.1M - $19.1M
|
489K
$24.5M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
310K+ 156.2% |
$15.6M - $15.7M
|
509K
$25.6M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
269KNew |
$13.6M - $13.6M
|
269K
$13.5M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
223K+ 150.2% |
$11.2M - $11.2M
|
371K
$18.6M
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
198K+ 102.05% |
$9.99M - $10M
|
392K
$19.7M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
184K+ 262.77% |
$9.28M - $9.29M
|
254K
$12.8M
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
120KNew |
$6.05M - $6.06M
|
120K
$6.03M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 7.39% |
$6M - $6M
|
1.73M
$86.8M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 65.56% |
$5.69M - $5.69M
|
285K
$14.3M
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
112K+ 24.78% |
$5.65M - $5.65M
|
564K
$28.3M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98.3KNew |
$4.96M - $4.96M
|
98.3K
$4.94M
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
80.5KNew |
$4.06M - $4.07M
|
80.5K
$4.04M
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
62.9KNew |
$3.17M - $3.18M
|
62.9K
$3.16M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58K+ 14.0% |
$2.93M - $2.93M
|
472K
$23.7M
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
56.8K+ 4.44% |
$2.87M - $2.87M
|
1.34M
$67.2M
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
52.4K+ 25.56% |
$2.65M - $2.65M
|
258K
$12.9M
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
43.1KNew |
$2.17M - $2.18M
|
43.1K
$2.16M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
42.2K+ 19.76% |
$2.13M - $2.13M
|
256K
$12.8M
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41K+ 10.97% |
$2.07M - $2.07M
|
414K
$20.8M
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30.5K+ 209.29% |
$1.54M - $1.54M
|
45K
$2.26M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
28.5K+ 7.39% |
$1.44M - $1.44M
|
414K
$20.8M
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
23.2K+ 32.6% |
$1.17M - $1.17M
|
94.4K
$4.74M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
21.7K+ 96.48% |
$1.09M - $1.09M
|
44.1K
$2.22M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.1KNew |
$1.06M - $1.06M
|
21.1K
$1.06M
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
20.1K+ 22.16% |
$1.01M - $1.01M
|
111K
$5.55M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
19.5KNew |
$986K - $987K
|
19.5K
$981K
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
19.3K+ 22.99% |
$972K - $973K
|
103K
$5.18M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6K+ 3.39% |
$886K - $887K
|
536K
$26.9M
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 12.17% |
$853K - $854K
|
156K
$7.83M
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
15KNew |
$759K - $759K
|
15K
$755K
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
14.5KNew |
$732K - $733K
|
14.5K
$729K
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.4KNew |
$725K - $726K
|
14.4K
$722K
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 40.96% |
$717K - $718K
|
48.9K
$2.46M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.9KNew |
$602K - $603K
|
11.9K
$600K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11.1K+ 11.17% |
$558K - $559K
|
110K
$5.53M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$525K - $525K
|
10.4K
$522K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10K+ 29.55% |
$506K - $506K
|
43.9K
$2.21M
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10K+ 50.0% |
$505K - $505K
|
30K
$1.51M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.68K+ 19.55% |
$488K - $489K
|
59.2K
$2.97M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.47K+ 83.66% |
$478K - $478K
|
20.8K
$1.04M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
9.22KNew |
$465K - $466K
|
9.22K
$463K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
9.19K+ 24.11% |
$463K - $464K
|
47.3K
$2.37M
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
9.14K+ 3.54% |
$461K - $461K
|
267K
$13.4M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.12K+ 13.19% |
$460K - $461K
|
78.3K
$3.93M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.07K+ 1.19% |
$457K - $458K
|
771K
$38.7M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.94KNew |
$400K - $401K
|
7.94K
$399K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
7.77KNew |
$392K - $392K
|
7.77K
$390K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.75K+ 2.3% |
$340K - $341K
|
300K
$15.1M
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
6.63K+ 114.32% |
$334K - $335K
|
12.4K
$624K
|