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 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 2.57% |
$9.93K - $9.97K
|
7.59K
$380K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-202- 4.5% |
$10K - $10.1K
|
4.29K
$215K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-206- 33.83% |
$10.2K - $10.3K
|
403
$20.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-220- 99.55% |
$10.9K - $11K
|
1
$50.1
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-253- 63.25% |
$12.6K - $12.6K
|
147
$7.37K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-263- 0.08% |
$13.1K - $13.1K
|
315K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-305- 1.99% |
$15.1K - $15.2K
|
15K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-470- 7.83% |
$23.3K - $23.4K
|
5.53K
$277K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-615- 5.82% |
$30.5K - $30.7K
|
9.96K
$499K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-637- 5.09% |
$31.6K - $31.8K
|
11.9K
$595K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-678- 5.46% |
$33.6K - $33.8K
|
11.7K
$588K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-812- 14.7% |
$40.3K - $40.5K
|
4.71K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-815- 1.83% |
$40.4K - $40.6K
|
43.8K
$2.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-900- 13.06% |
$44.7K - $44.9K
|
5.99K
$300K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-900- 12.04% |
$44.7K - $44.9K
|
6.57K
$329K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1K- 19.23% |
$49.6K - $49.9K
|
4.2K
$211K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 7.49% |
$50K - $50.2K
|
12.4K
$624K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.01K- 19.26% |
$50.3K - $50.5K
|
4.25K
$213K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.12K- 7.56% |
$55.6K - $55.8K
|
13.7K
$687K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.09% |
$65.9K - $66.2K
|
62.2K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.52K- 0.36% |
$75.2K - $75.5K
|
424K
$21.2M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.74K- 9.67% |
$86.3K - $86.6K
|
16.2K
$814K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.02K- 15.54% |
$100K - $101K
|
11K
$551K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 19.97% |
$107K - $107K
|
8.62K
$432K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.16K- 8.95% |
$107K - $108K
|
22K
$1.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 8.37% |
$110K - $111K
|
24.3K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.34K- 14.22% |
$116K - $117K
|
14.1K
$708K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.36K- 1.76% |
$117K - $117K
|
131K
$6.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.55K- 0.62% |
$127K - $127K
|
411K
$20.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.57K- 9.67% |
$127K - $128K
|
24K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.6K- 6.93% |
$129K - $130K
|
35K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.65K- 5.57% |
$132K - $132K
|
45K
$2.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.82K- 24.96% |
$140K - $140K
|
8.47K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.83K- 27.93% |
$140K - $141K
|
7.29K
$365K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.06K- 22.01% |
$152K - $153K
|
10.9K
$544K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.4K- 23.21% |
$169K - $169K
|
11.2K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-3.79K- 13.03% |
$188K - $189K
|
25.3K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.84K- 62.42% |
$290K - $291K
|
3.51K
$176K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5.92K- 29.1% |
$294K - $295K
|
14.4K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.21K- 78.19% |
$358K - $359K
|
2.01K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.04K- 7.2% |
$399K - $401K
|
104K
$5.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-8.22K- 41.03% |
$408K - $410K
|
11.8K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.25K- 29.87% |
$410K - $411K
|
19.4K
$971K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-8.55K- 21.4% |
$424K - $426K
|
31.4K
$1.57M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 23.95% |
$500K - $502K
|
32K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 17.89% |
$558K - $560K
|
51.6K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-11.5K- 1.92% |
$569K - $572K
|
585K
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-11.5K- 54.97% |
$570K - $572K
|
9.4K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.8K- 13.4% |
$634K - $637K
|
82.5K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.2K- 2.05% |
$655K - $658K
|
631K
$31.6M
|