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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.3K- 15.56% |
$661K - $664K
|
72.3K
$3.62M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.1K- 23.65% |
$750K - $754K
|
48.8K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.4K- 60.37% |
$762K - $766K
|
10.1K
$506K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-19.3K- 5.02% |
$960K - $964K
|
366K
$18.3M
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-22.4K- 39.27% |
$1.11M - $1.12M
|
34.7K
$1.74M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-22.5K- 44.7% |
$1.11M - $1.12M
|
27.8K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-26.3K- 49.75% |
$1.3M - $1.31M
|
26.5K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.4K- 46.07% |
$1.41M - $1.42M
|
33.2K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.2K- 10.2% |
$1.79M - $1.8M
|
318K
$16M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40.2K- 11.12% |
$2M - $2.01M
|
322K
$16.1M
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-52.1K- 60.86% |
$2.59M - $2.6M
|
33.5K
$1.68M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-58.8K- 74.63% |
$2.92M - $2.93M
|
20K
$1M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-65.3K- 15.82% |
$3.24M - $3.26M
|
348K
$17.4M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-65.3K- 15.82% |
$3.24M - $3.26M
|
348K
$17.4M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-68.9K- 81.56% |
$3.42M - $3.43M
|
15.6K
$781K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94.1K- 51.08% |
$4.67M - $4.69M
|
90.1K
$4.52M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-120K- 33.09% |
$5.97M - $6M
|
243K
$12.2M
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-124K- 78.78% |
$6.16M - $6.19M
|
33.4K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 27.55% |
$6.46M - $6.49M
|
342K
$17.2M
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-146K- 84.66% |
$7.27M - $7.3M
|
26.6K
$1.33M
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-189K- 62.49% |
$9.4M - $9.44M
|
114K
$5.7M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-206K- 52.42% |
$10.2M - $10.3M
|
187K
$9.38M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-408K- 14.04% |
$20.2M - $20.3M
|
2.5M
$125M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-423K- 68.56% |
$21M - $21.1M
|
194K
$9.73M
|