Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.07K- 0.87% |
$103K - $104K
|
237K
$11.9M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.09K- 30.0% |
$104K - $105K
|
4.88K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.15K- 4.41% |
$107K - $107K
|
46.5K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.25K- 4.11% |
$112K - $112K
|
52.3K
$2.63M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.26K- 14.21% |
$112K - $113K
|
13.6K
$686K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-2.39K- 5.32% |
$119K - $119K
|
42.5K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 14.19% |
$162K - $163K
|
19.7K
$989K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.27K- 31.23% |
$162K - $163K
|
7.19K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.02K- 31.37% |
$250K - $251K
|
11K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.72K- 13.43% |
$284K - $286K
|
36.9K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.85K- 29.89% |
$291K - $292K
|
13.7K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.63K- 3.15% |
$380K - $382K
|
235K
$11.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.7K- 22.49% |
$383K - $385K
|
26.5K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.41K- 47.2% |
$418K - $421K
|
9.41K
$473K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-8.49K- 10.94% |
$422K - $425K
|
69.1K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.86K- 44.82% |
$441K - $443K
|
10.9K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.11K- 20.86% |
$453K - $456K
|
34.6K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.2K- 39.46% |
$507K - $510K
|
15.6K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.8K- 48.04% |
$586K - $589K
|
12.7K
$641K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-12.1K- 50.67% |
$601K - $605K
|
11.8K
$591K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-12.2K- 50.0% |
$608K - $611K
|
12.2K
$614K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-12.8K- 3.05% |
$638K - $641K
|
407K
$20.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.7K- 45.48% |
$733K - $737K
|
17.7K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.7K- 45.59% |
$781K - $785K
|
18.7K
$941K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18.5K- 5.99% |
$922K - $926K
|
291K
$14.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-19.5K- 12.68% |
$968K - $973K
|
134K
$6.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-20.2K- 76.08% |
$1.01M - $1.01M
|
6.35K
$319K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-25.8K- 33.64% |
$1.28M - $1.29M
|
50.9K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.9K- 20.31% |
$1.29M - $1.3M
|
102K
$5.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-27.4K- 22.24% |
$1.36M - $1.37M
|
95.8K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28.3K- 32.58% |
$1.41M - $1.41M
|
58.5K
$2.94M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-37.8K- 23.24% |
$1.88M - $1.89M
|
125K
$6.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.6K- 21.64% |
$2.12M - $2.13M
|
154K
$7.76M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-44K- 90.45% |
$2.19M - $2.2M
|
4.65K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51.6K- 84.91% |
$2.57M - $2.58M
|
9.17K
$461K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-53.6K- 35.22% |
$2.67M - $2.68M
|
98.6K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.1K- 55.98% |
$2.84M - $2.86M
|
44.9K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-140K- 98.45% |
$6.98M - $7.02M
|
2.2K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 4.75% |
$7.05M - $7.09M
|
2.84M
$143M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 4.75% |
$7.05M - $7.09M
|
2.84M
$143M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-143K- 19.36% |
$7.11M - $7.15M
|
595K
$29.9M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-230K- 29.11% |
$11.4M - $11.5M
|
559K
$28.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-320K- 10.13% |
$15.9M - $16M
|
2.84M
$143M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-339K- 41.75% |
$16.9M - $17M
|
473K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-781K- 76.04% |
$38.9M - $39.1M
|
246K
$12.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.24M- 93.74% |
$61.9M - $62.2M
|
83K
$4.17M
|