Institutional Ownership Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $80.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
347,680
shares
|
$11.7 Million
3.22% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
313,916
shares
|
$10.6 Million
3.41% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
211,868
shares
|
$7.12 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
161,906
shares
|
$5.44 Million
0.0% of portfolio
|
Q4 2024
Added 62.14%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
116,466
shares
|
$3.92 Million
3.38% of portfolio
|
Q2 2022
Reduced 0.8%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
116,164
shares
|
$3.91 Million
0.98% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
115,034
shares
|
$3.87 Million
0.51% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
102,571
shares
|
$3.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
94,971
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
73,615
shares
|
$2.47 Million
0.13% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
72,959
shares
|
$2.45 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
68,728
shares
|
$2.31 Million
0.91% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
55,334
shares
|
$1.86 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
46,683
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 474.63%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
42,084
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
40,849
shares
|
$1.37 Million
0.16% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,684
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,423
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2020
Added 14.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
31,641
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
31,251
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
27,185
shares
|
$913,959
0.0% of portfolio
|
Q4 2024
Reduced 26.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
26,605
shares
|
$894,460
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
25,068
shares
|
$842,786
0.56% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
21,358
shares
|
$718,055
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
18,707
shares
|
$628,929
0.0% of portfolio
|
Q4 2024
Added 62.22%
|