Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
478KNew |
$23.7M - $23.8M
|
478K
$24M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
440K+ 169.77% |
$21.8M - $21.9M
|
699K
$35M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
255K+ 44.31% |
$12.7M - $12.7M
|
831K
$41.7M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
251K+ 42.85% |
$12.4M - $12.5M
|
836K
$41.9M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
205K+ 3768.8% |
$10.2M - $10.2M
|
211K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 12.96% |
$8.39M - $8.42M
|
1.47M
$73.8M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
130K+ 998.99% |
$6.43M - $6.46M
|
143K
$7.14M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
126K+ 24.12% |
$6.26M - $6.29M
|
650K
$32.6M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
68.2K+ 37.11% |
$3.39M - $3.4M
|
252K
$12.6M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
64.1K+ 42.33% |
$3.18M - $3.19M
|
215K
$10.8M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
52KNew |
$2.58M - $2.59M
|
52K
$2.61M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45K+ 18.28% |
$2.23M - $2.24M
|
291K
$14.6M
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
42.3KNew |
$2.1M - $2.11M
|
42.3K
$2.12M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
41.2K+ 163.31% |
$2.04M - $2.05M
|
66.4K
$3.33M
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
40K+ 41.63% |
$1.99M - $1.99M
|
136K
$6.82M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.6K+ 8.28% |
$1.72M - $1.73M
|
453K
$22.7M
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
31.5K+ 31.2% |
$1.56M - $1.57M
|
132K
$6.63M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
25.6K+ 21.35% |
$1.27M - $1.28M
|
146K
$7.31M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
22.7KNew |
$1.13M - $1.13M
|
22.7K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$983K - $988K
|
19.8K
$993K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8K+ 8.63% |
$834K - $838K
|
212K
$10.6M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
13.1KNew |
$650K - $653K
|
13.1K
$656K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 22.75% |
$621K - $623K
|
67.5K
$3.38M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
11.5KNew |
$572K - $575K
|
11.5K
$578K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.9KNew |
$539K - $541K
|
10.9K
$544K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$508K - $510K
|
10.2K
$513K
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 7.53% |
$503K - $505K
|
145K
$7.24M
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7.57KNew |
$375K - $377K
|
7.57K
$379K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
7.29K+ 21.01% |
$362K - $363K
|
42K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.1K+ 104.65% |
$352K - $354K
|
13.9K
$696K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.01K+ 3.19% |
$348K - $350K
|
227K
$11.4M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.93K+ 0.22% |
$344K - $345K
|
3.17M
$159M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.89K+ 26.89% |
$342K - $343K
|
32.5K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.42KNew |
$319K - $320K
|
6.42K
$322K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.28K+ 8.33% |
$312K - $313K
|
81.7K
$4.09M
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
6.1K+ 32.28% |
$303K - $304K
|
25K
$1.25M
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.01K+ 27.32% |
$298K - $300K
|
28K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.49KNew |
$272K - $273K
|
5.49K
$275K
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
5.47KNew |
$272K - $273K
|
5.47K
$274K
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.22K+ 43.52% |
$259K - $260K
|
17.2K
$862K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.78KNew |
$237K - $238K
|
4.78K
$240K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
4.74K+ 1.11% |
$235K - $236K
|
433K
$21.7M
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.65K+ 4.09% |
$231K - $232K
|
118K
$5.94M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.45K+ 8.04% |
$221K - $222K
|
59.7K
$2.99M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.43KNew |
$220K - $221K
|
4.43K
$222K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.37KNew |
$217K - $218K
|
4.37K
$219K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.35K+ 9.31% |
$216K - $217K
|
51K
$2.56M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.2KNew |
$208K - $209K
|
4.2K
$211K
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.97K+ 6.6% |
$197K - $198K
|
64.1K
$3.21M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.89K+ 48.75% |
$193K - $194K
|
11.9K
$594K
|