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 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.35K- 60.45% |
$369K - $371K
|
4.81K
$241K
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-7.98KClosed |
$401K - $403K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-8.01KClosed |
$403K - $404K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.15K- 56.64% |
$409K - $411K
|
6.24K
$313K
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.93KClosed |
$449K - $451K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.04K- 42.9% |
$454K - $456K
|
12K
$604K
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.43K- 9.96% |
$474K - $476K
|
85.2K
$4.28M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 12.17% |
$513K - $515K
|
73.7K
$3.69M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-10.4KClosed |
$525K - $526K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.5KClosed |
$527K - $529K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-10.6K- 26.3% |
$531K - $533K
|
29.6K
$1.48M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.9K- 17.92% |
$699K - $701K
|
63.7K
$3.19M
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-14.6K- 14.57% |
$736K - $739K
|
85.9K
$4.31M
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-15KClosed |
$756K - $759K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.3K- 67.25% |
$771K - $774K
|
7.47K
$374K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-16.8K- 40.22% |
$847K - $850K
|
25K
$1.26M
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 34.61% |
$851K - $855K
|
32K
$1.6M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.8KClosed |
$1.04M - $1.05M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-23KClosed |
$1.16M - $1.16M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23.8K- 54.18% |
$1.2M - $1.2M
|
20.1K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-24.1K- 54.7% |
$1.21M - $1.22M
|
20K
$1M
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28K- 13.14% |
$1.41M - $1.41M
|
185K
$9.3M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-29.5K- 18.29% |
$1.48M - $1.49M
|
132K
$6.61M
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-30KClosed |
$1.51M - $1.51M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-30.6K- 81.08% |
$1.54M - $1.54M
|
7.13K
$358K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-34.7K- 8.05% |
$1.74M - $1.75M
|
396K
$19.9M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-38.3KClosed |
$1.93M - $1.93M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.3K- 46.81% |
$2.12M - $2.13M
|
48K
$2.41M
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-43.1KClosed |
$2.17M - $2.17M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46.1K- 64.48% |
$2.32M - $2.33M
|
25.4K
$1.27M
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-46.1K- 8.18% |
$2.32M - $2.33M
|
517K
$26M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.9K- 2.66% |
$2.81M - $2.82M
|
2.05M
$103M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.6K- 20.22% |
$2.89M - $2.9M
|
227K
$11.4M
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-85.7K- 18.06% |
$4.31M - $4.32M
|
389K
$19.5M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101K- 18.92% |
$5.1M - $5.12M
|
434K
$21.8M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-106K- 20.93% |
$5.35M - $5.37M
|
402K
$20.2M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-107K- 42.31% |
$5.4M - $5.42M
|
147K
$7.35M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-108K- 70.44% |
$5.44M - $5.46M
|
45.4K
$2.28M
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-114K- 89.18% |
$5.74M - $5.76M
|
13.8K
$694K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117K- 6.75% |
$5.86M - $5.88M
|
1.61M
$80.8M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-124K- 22.54% |
$6.25M - $6.27M
|
427K
$21.4M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-134KClosed |
$6.74M - $6.76M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-148K- 80.35% |
$7.44M - $7.46M
|
36.2K
$1.82M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-269KClosed |
$13.5M - $13.6M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-299K- 93.35% |
$15M - $15.1M
|
21.3K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-327K- 51.25% |
$16.4M - $16.5M
|
311K
$15.6M
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-488K- 99.91% |
$24.5M - $24.6M
|
439
$22K
|