Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
531KNew |
$26.7M - $26.8M
|
531K
$26.6M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
411K+ 86.92% |
$20.6M - $20.7M
|
883K
$44.3M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
369K+ 99.58% |
$18.6M - $18.6M
|
740K
$37.1M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 4.09% |
$12.6M - $12.6M
|
6.36M
$319M
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
194K+ 994.25% |
$9.77M - $9.8M
|
214K
$10.7M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
169K+ 101.19% |
$8.48M - $8.51M
|
335K
$16.8M
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
96.8KNew |
$4.87M - $4.88M
|
96.8K
$4.85M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80K+ 27.31% |
$4.02M - $4.03M
|
373K
$18.7M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.7K+ 868.11% |
$3.61M - $3.62M
|
80K
$4.01M
|
|
Feb 14, 2022
Q4 2021
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
70KNew |
$3.52M - $3.53M
|
70K
$3.51M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67.8K+ 68.9% |
$3.41M - $3.42M
|
166K
$8.34M
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
64.3K+ 4.81% |
$3.23M - $3.24M
|
1.4M
$70.2M
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
61.5K+ 51.25% |
$3.09M - $3.1M
|
182K
$9.1M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
60.7K+ 931.44% |
$3.05M - $3.06M
|
67.3K
$3.37M
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
56KNew |
$2.82M - $2.83M
|
56K
$2.81M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
55.4KNew |
$2.78M - $2.79M
|
55.4K
$2.77M
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
48.9K+ 6.34% |
$2.46M - $2.47M
|
820K
$41.1M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.8K+ 23.97% |
$2.25M - $2.26M
|
232K
$11.6M
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
43.8K+ 197.43% |
$2.2M - $2.21M
|
66K
$3.31M
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
39.8K+ 596.03% |
$2M - $2.01M
|
46.5K
$2.33M
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
35.8K+ 22.97% |
$1.8M - $1.81M
|
192K
$9.61M
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
35.3KNew |
$1.77M - $1.78M
|
35.3K
$1.77M
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
33.6KNew |
$1.69M - $1.69M
|
33.6K
$1.68M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.2K+ 1.02% |
$1.67M - $1.68M
|
3.29M
$165M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.8KNew |
$1.6M - $1.6M
|
31.8K
$1.59M
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
29.5KNew |
$1.48M - $1.49M
|
29.5K
$1.48M
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$1.38M - $1.38M
|
27.4K
$1.37M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
25.4K+ 22.99% |
$1.28M - $1.28M
|
136K
$6.82M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.1KNew |
$1.06M - $1.06M
|
21.1K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
20.8KNew |
$1.05M - $1.05M
|
20.8K
$1.04M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
20.3K+ 7.58% |
$1.02M - $1.02M
|
287K
$14.4M
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
20.3K+ 4.89% |
$1.02M - $1.02M
|
435K
$21.8M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
20.2K+ 21.37% |
$1.01M - $1.02M
|
115K
$5.74M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20.1K+ 18.27% |
$1.01M - $1.02M
|
130K
$6.53M
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
20KNew |
$1.01M - $1.01M
|
20K
$1M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$939K - $943K
|
18.7K
$936K
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
18.3K+ 61.54% |
$919K - $923K
|
48K
$2.41M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
17.7KNew |
$887K - $891K
|
17.7K
$885K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
16.9K+ 183.28% |
$849K - $853K
|
26.1K
$1.31M
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
15.8K+ 4.02% |
$792K - $795K
|
408K
$20.4M
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
15.7KNew |
$788K - $791K
|
15.7K
$786K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.6KNew |
$782K - $785K
|
15.6K
$780K
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
14.9KNew |
$750K - $752K
|
14.9K
$747K
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
14.5K+ 11.15% |
$729K - $732K
|
145K
$7.25M
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13.7KNew |
$688K - $690K
|
13.7K
$686K
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
13.2K+ 19.79% |
$665K - $667K
|
80.1K
$4.01M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
12.6K+ 56.4% |
$634K - $637K
|
35K
$1.75M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1K+ 34.2% |
$611K - $613K
|
47.7K
$2.39M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12K+ 100.64% |
$604K - $606K
|
24K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
11.4K+ 40.4% |
$571K - $574K
|
39.5K
$1.98M
|