Purchases and Sales Made in Q4 2024 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
733K+ 28.66% |
$18.4M - $18.5M
|
3.29M
$82.7M
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
411K+ 93.87% |
$10.3M - $10.3M
|
848K
$21.3M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
220KNew |
$5.51M - $5.54M
|
220K
$5.53M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
126K+ 27.03% |
$3.17M - $3.19M
|
594K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
121KNew |
$3.03M - $3.04M
|
121K
$3.04M
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
116KNew |
$2.92M - $2.94M
|
116K
$2.93M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
101K+ 75.0% |
$2.53M - $2.54M
|
236K
$5.92M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
78.2K+ 22.56% |
$1.96M - $1.97M
|
425K
$10.7M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
68.6K+ 42.28% |
$1.72M - $1.73M
|
231K
$5.81M
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
62.4K+ 11.1% |
$1.56M - $1.57M
|
625K
$15.7M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
49.5K+ 19.6% |
$1.24M - $1.25M
|
302K
$7.6M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.6K+ 19.01% |
$1.12M - $1.12M
|
279K
$7.03M
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
43.2K+ 28.03% |
$1.08M - $1.09M
|
197K
$4.96M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43K+ 10.92% |
$1.08M - $1.08M
|
437K
$11M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
42KNew |
$1.05M - $1.06M
|
42K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.5K+ 8.57% |
$1.04M - $1.05M
|
526K
$13.2M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
39.6K+ 9.91% |
$992K - $997K
|
439K
$11M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.5KNew |
$966K - $971K
|
38.5K
$969K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.4K+ 1.63% |
$811K - $816K
|
2.02M
$50.8M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
29.9KNew |
$749K - $753K
|
29.9K
$752K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
28.1KNew |
$705K - $709K
|
28.1K
$708K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22.7K+ 13.83% |
$569K - $572K
|
187K
$4.7M
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21.6K+ 2.1% |
$542K - $545K
|
1.05M
$26.4M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.1KNew |
$454K - $457K
|
18.1K
$456K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.5KNew |
$439K - $441K
|
17.5K
$441K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
16.5KNew |
$413K - $416K
|
16.5K
$415K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14.1K+ 14.1% |
$353K - $355K
|
114K
$2.87M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 9.07% |
$338K - $339K
|
162K
$4.07M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 4.37% |
$337K - $339K
|
321K
$8.08M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
13.4K+ 2.61% |
$337K - $338K
|
529K
$13.3M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.6KNew |
$292K - $293K
|
11.6K
$293K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.3K+ 7.98% |
$283K - $284K
|
153K
$3.84M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6K+ 35.33% |
$266K - $267K
|
40.6K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$264K - $265K
|
10.5K
$265K
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 4.73% |
$258K - $259K
|
228K
$5.73M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6KNew |
$241K - $242K
|
9.6K
$241K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.38K+ 21.5% |
$235K - $236K
|
53K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.21K+ 55.81% |
$231K - $232K
|
25.7K
$646K
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
8.86KNew |
$222K - $223K
|
8.86K
$223K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.28KNew |
$207K - $209K
|
8.28K
$208K
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.64K+ 13.67% |
$191K - $192K
|
63.5K
$1.6M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.6K+ 34.65% |
$190K - $191K
|
29.5K
$743K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.52K+ 6.79% |
$189K - $190K
|
118K
$2.97M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.5K+ 31.69% |
$188K - $189K
|
31.1K
$783K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.01K+ 20.94% |
$176K - $177K
|
40.5K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.37K+ 6365.0% |
$160K - $160K
|
6.47K
$163K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.88K+ 6.82% |
$147K - $148K
|
92.1K
$2.32M
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.1K+ 30.88% |
$128K - $128K
|
21.6K
$543K
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.75K+ 13.02% |
$119K - $120K
|
41.2K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.09K+ 19.3% |
$103K - $103K
|
25.3K
$636K
|