Purchases and Sales Made in Q1 2024 in Invesco Actively Managed ETF T (GTO)
This table provides information about the institutional ownership of Invesco Actively Managed ETF T (GTO) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
386KNew |
$17.9M - $18.3M
|
386K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
326K+ 3388.59% |
$15.1M - $15.5M
|
336K
$15.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
254K+ 37.3% |
$11.7M - $12M
|
934K
$43.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
212K+ 13.68% |
$9.8M - $10M
|
1.76M
$82.1M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 614.43% |
$7.88M - $8.07M
|
198K
$9.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
148KNew |
$6.86M - $7.02M
|
148K
$6.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
123K+ 40.53% |
$5.68M - $5.81M
|
426K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
123KNew |
$5.67M - $5.81M
|
123K
$5.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
114KNew |
$5.29M - $5.42M
|
114K
$5.34M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.8K+ 599.29% |
$4.38M - $4.49M
|
111K
$5.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
78K+ 54.95% |
$3.61M - $3.69M
|
220K
$10.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
66.1K+ 7.61% |
$3.06M - $3.13M
|
934K
$43.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.3K+ 732.87% |
$2.93M - $3M
|
71.9K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
57KNew |
$2.64M - $2.7M
|
57K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.8K+ 54.63% |
$2.26M - $2.31M
|
138K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44KNew |
$2.03M - $2.08M
|
44K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
34.9K+ 307.78% |
$1.62M - $1.65M
|
46.3K
$2.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
34.1K+ 34.82% |
$1.58M - $1.62M
|
132K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
33.9KNew |
$1.57M - $1.6M
|
33.9K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9K+ 5.07% |
$1.52M - $1.56M
|
681K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.2K+ 29.83% |
$1.44M - $1.48M
|
136K
$6.33M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.3K+ 2.23% |
$1.4M - $1.44M
|
1.39M
$64.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.3K+ 308.04% |
$1.4M - $1.43M
|
40.1K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.9K+ 157.6% |
$1.34M - $1.37M
|
47.3K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
27.3K+ 7.44% |
$1.26M - $1.29M
|
394K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.12M - $1.15M
|
24.2K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.5KNew |
$1.09M - $1.11M
|
23.5K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1K+ 7.06% |
$1.02M - $1.05M
|
336K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.8K+ 174.93% |
$1.01M - $1.03M
|
34.2K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
21.7K+ 9.95% |
$1M - $1.03M
|
240K
$11.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.3K+ 9.44% |
$893K - $914K
|
224K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.4K+ 50.58% |
$849K - $870K
|
54.7K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18K+ 13.24% |
$831K - $851K
|
154K
$7.17M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
16.2K+ 16.56% |
$748K - $766K
|
114K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
15.9KNew |
$736K - $754K
|
15.9K
$742K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
15.6K+ 22.7% |
$723K - $740K
|
84.5K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.3K+ 9.68% |
$707K - $724K
|
173K
$8.07M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.1K+ 98.9% |
$698K - $715K
|
30.4K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 19.56% |
$669K - $685K
|
88.5K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.2K+ 9.34% |
$610K - $625K
|
155K
$7.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.1KNew |
$608K - $622K
|
13.1K
$613K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
12.9KNew |
$595K - $609K
|
12.9K
$599K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12K+ 14.68% |
$554K - $567K
|
93.6K
$4.36M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11K+ 206.47% |
$509K - $521K
|
16.3K
$762K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9.15K+ 1.61% |
$423K - $433K
|
577K
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.09K+ 93.81% |
$420K - $431K
|
18.8K
$876K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9K+ 119.57% |
$416K - $426K
|
16.5K
$770K
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
8.74K+ 26.27% |
$404K - $414K
|
42K
$1.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.3K+ 11.39% |
$384K - $393K
|
81.1K
$3.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.19K+ 1.1% |
$379K - $388K
|
752K
$35.1M
|