Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-9.16K- 26.19% |
$455K - $459K
|
25.8K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-12.4K- 21.66% |
$616K - $622K
|
44.9K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-12.7K- 19.74% |
$628K - $634K
|
51.5K
$2.59M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-12.9K- 2.97% |
$639K - $645K
|
420K
$21.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-13K- 9.52% |
$643K - $649K
|
123K
$6.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-13.7K- 40.87% |
$678K - $684K
|
19.8K
$994K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-13.9K- 57.77% |
$688K - $695K
|
10.1K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16K- 7.57% |
$795K - $802K
|
196K
$9.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.6K- 2.82% |
$1.17M - $1.18M
|
813K
$40.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-23.7K- 68.31% |
$1.18M - $1.19M
|
11K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-28.5K- 39.37% |
$1.41M - $1.43M
|
43.8K
$2.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.6K- 34.0% |
$1.52M - $1.54M
|
59.5K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-32K- 48.19% |
$1.59M - $1.6M
|
34.4K
$1.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-39.3K- 34.57% |
$1.95M - $1.97M
|
74.4K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.5K- 12.4% |
$1.96M - $1.98M
|
279K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-73.3K- 2.93% |
$3.64M - $3.67M
|
2.42M
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-81K- 16.94% |
$4.02M - $4.06M
|
397K
$20M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-172K- 41.93% |
$8.55M - $8.64M
|
239K
$12M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-178K- 5.64% |
$8.85M - $8.93M
|
2.98M
$150M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-185K- 53.23% |
$9.18M - $9.27M
|
163K
$8.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-185K- 53.23% |
$9.18M - $9.27M
|
163K
$8.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-186K- 5.87% |
$9.24M - $9.32M
|
2.98M
$150M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-354K- 98.0% |
$17.6M - $17.7M
|
7.25K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-454K- 25.35% |
$22.5M - $22.8M
|
1.34M
$67.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-578K- 98.76% |
$28.7M - $28.9M
|
7.23K
$363K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.31M- 98.35% |
$64.8M - $65.4M
|
21.9K
$1.1M
|