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 52 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $90.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,428
shares
|
$706,713
0.0% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
17,022
shares
|
$652,793
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
15,125
shares
|
$580,043
0.01% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,764
shares
|
$489,499
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,852
shares
|
$454,524
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
10,483
shares
|
$402,023
0.02% of portfolio
|
Q3 2023
Reduced 61.14%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,784
shares
|
$375,216
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,124
shares
|
$311,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,405
shares
|
$283,981
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,937
shares
|
$266,033
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,924
shares
|
$227,185
0.02% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,760
shares
|
$220,896
0.0% of portfolio
|
Q1 2024
Added 129.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,052
shares
|
$117,044
0.02% of portfolio
|
Q1 2024
Reduced 30.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,373
shares
|
$91,004
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,058
shares
|
$78,924
0.0% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,896
shares
|
$72,711
0.0% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
888
shares
|
$34,054
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
461
shares
|
$17,679
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
447
shares
|
$17,142
0.0% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
229
shares
|
$8,782
0.0% of portfolio
|
Q4 2024
Added 5625.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
85
shares
|
$3,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
26
shares
|
$997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
21
shares
|
$805
0.0% of portfolio
|
Q3 2023
Reduced 93.33%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
4
shares
|
$153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$76
0.0% of portfolio
|
Q3 2023
New holding
|