Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
316KNew |
$15.8M - $15.9M
|
316K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
307K+ 25.3% |
$15.3M - $15.4M
|
1.52M
$76.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
197KNew |
$9.82M - $9.91M
|
197K
$9.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
165K+ 35.46% |
$8.24M - $8.32M
|
631K
$31.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
154K+ 33.03% |
$7.67M - $7.74M
|
619K
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
127K+ 32.93% |
$6.35M - $6.41M
|
514K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 28.5% |
$5.83M - $5.89M
|
527K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
113K+ 1604.23% |
$5.65M - $5.7M
|
120K
$6.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
110K+ 216.46% |
$5.48M - $5.53M
|
161K
$8.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 4.78% |
$5.47M - $5.52M
|
2.41M
$121M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
95.5KNew |
$4.76M - $4.81M
|
95.5K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
95.5KNew |
$4.76M - $4.81M
|
95.5K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
74.6K+ 172.59% |
$3.72M - $3.76M
|
118K
$5.91M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
74.3KNew |
$3.71M - $3.74M
|
74.3K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.7K+ 10.23% |
$3.58M - $3.61M
|
772K
$38.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
70.4KNew |
$3.51M - $3.54M
|
70.4K
$3.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60.5K+ 18.64% |
$3.02M - $3.05M
|
385K
$19.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.2K+ 3.58% |
$2.45M - $2.48M
|
1.42M
$71.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
48.1KNew |
$2.4M - $2.42M
|
48.1K
$2.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
45.3K+ 32.81% |
$2.26M - $2.28M
|
183K
$9.2M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
42.7K+ 217.06% |
$2.13M - $2.15M
|
62.4K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.3K+ 358.97% |
$2.06M - $2.08M
|
52.8K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
40.9K+ 459.89% |
$2.04M - $2.06M
|
49.8K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
34.8K+ 27.07% |
$1.74M - $1.75M
|
163K
$8.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
33.4KNew |
$1.66M - $1.68M
|
33.4K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30.3KNew |
$1.51M - $1.53M
|
30.3K
$1.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
30.2KNew |
$1.51M - $1.52M
|
30.2K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.6K+ 1.25% |
$1.48M - $1.49M
|
2.4M
$120M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.6K+ 953.53% |
$1.47M - $1.49M
|
32.6K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25.3KNew |
$1.26M - $1.27M
|
25.3K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
22.8K+ 7.22% |
$1.14M - $1.15M
|
338K
$17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.7K+ 38.89% |
$1.08M - $1.09M
|
77.3K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.3KNew |
$1.01M - $1.02M
|
20.3K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.6KNew |
$927K - $935K
|
18.6K
$931K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.9K+ 67.5% |
$891K - $900K
|
44.3K
$2.22M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 1.34% |
$874K - $882K
|
1.33M
$66.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 1.34% |
$874K - $882K
|
1.33M
$66.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.1K+ 3.25% |
$754K - $761K
|
480K
$24.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 8.85% |
$723K - $730K
|
178K
$8.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.9K+ 17.52% |
$645K - $652K
|
86.8K
$4.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
12.9K+ 17.74% |
$642K - $649K
|
85.5K
$4.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.7K+ 102.52% |
$631K - $637K
|
25K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5K+ 24.19% |
$626K - $632K
|
64.4K
$3.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 219.42% |
$544K - $549K
|
15.9K
$796K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.1K+ 34.63% |
$502K - $506K
|
39.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10KNew |
$499K - $504K
|
10K
$502K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.31K+ 5.08% |
$415K - $419K
|
172K
$8.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8KNew |
$399K - $403K
|
8K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.64KNew |
$381K - $385K
|
7.64K
$383K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.88KNew |
$343K - $347K
|
6.88K
$345K
|