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
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.8KNew |
$339K - $343K
|
6.8K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.76K+ 31.41% |
$337K - $341K
|
28.3K
$1.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.34KNew |
$316K - $319K
|
6.34K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.5K+ 47.25% |
$274K - $277K
|
17.1K
$859K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.86K+ 7.29% |
$243K - $245K
|
71.5K
$3.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.77K+ 2.08% |
$238K - $240K
|
234K
$11.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
4.67K+ 10.75% |
$233K - $235K
|
48.2K
$2.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.61KNew |
$230K - $232K
|
4.61K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.51KNew |
$225K - $227K
|
4.51K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.47K+ 38.02% |
$223K - $225K
|
16.2K
$813K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.27KNew |
$213K - $215K
|
4.27K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.26K+ 82.81% |
$213K - $215K
|
9.41K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.2K+ 3.09% |
$210K - $212K
|
140K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.08K+ 4.47% |
$204K - $206K
|
95.4K
$4.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.66K+ 6.33% |
$183K - $184K
|
61.5K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.4K+ 11.67% |
$170K - $171K
|
32.5K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.27K+ 4.79% |
$163K - $165K
|
71.6K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.18K+ 1598.49% |
$159K - $160K
|
3.38K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.12K+ 53.11% |
$156K - $157K
|
8.99K
$451K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.05K+ 4.81% |
$152K - $153K
|
66.3K
$3.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2.93KNew |
$146K - $148K
|
2.93K
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
2.49K+ 0.64% |
$124K - $125K
|
394K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.17K+ 48.43% |
$108K - $109K
|
6.65K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.13K+ 11.59% |
$106K - $107K
|
20.5K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.92K+ 2.61% |
$96K - $96.9K
|
75.7K
$3.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.9K+ 8.83% |
$94.7K - $95.6K
|
23.4K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.68KNew |
$83.7K - $84.5K
|
1.68K
$84.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.44K+ 17.19% |
$71.8K - $72.4K
|
9.81K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.07K+ 5.38% |
$53.1K - $53.6K
|
20.9K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
940+ 5.91% |
$46.9K - $47.3K
|
16.8K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
892+ 5.59% |
$44.5K - $44.9K
|
16.9K
$846K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
845+ 0.72% |
$42.2K - $42.6K
|
117K
$5.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
699+ 1.05% |
$34.9K - $35.2K
|
67.4K
$3.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
692+ 8650.0% |
$34.5K - $34.9K
|
700
$35.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
672New |
$33.5K - $33.8K
|
672
$33.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
668+ 4.98% |
$33.3K - $33.6K
|
14.1K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 98.51% |
$26.4K - $26.6K
|
1.07K
$53.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
485+ 6.06% |
$24.2K - $24.4K
|
8.49K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
450New |
$22.5K - $22.7K
|
450
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
419+ 2.52% |
$20.9K - $21.1K
|
17.1K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
360New |
$18K - $18.1K
|
360
$18.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
326+ 0.21% |
$16.3K - $16.4K
|
155K
$7.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
280+ 10.66% |
$14K - $14.1K
|
2.91K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
190+ 1.2% |
$9.48K - $9.57K
|
16K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
186+ 1.48% |
$9.28K - $9.37K
|
12.7K
$639K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
166+ 0.86% |
$8.28K - $8.36K
|
19.5K
$978K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
162+ 1.59% |
$8.08K - $8.16K
|
10.4K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
159+ 3.49% |
$7.93K - $8.01K
|
4.72K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
153+ 1.28% |
$7.63K - $7.71K
|
12.1K
$606K
|