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 2.22 Million shares, which have been reported (via 13F filing form) to have a value of $85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
349,099
shares
|
$13.4 Million
3.31% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
313,916
shares
|
$12 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
|
$8.11 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
116,466
shares
|
$4.46 Million
3.38% of portfolio
|
Q2 2022
Reduced 0.8%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
112,446
shares
|
$4.3 Million
0.54% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
106,831
shares
|
$4.09 Million
0.93% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
103,987
shares
|
$3.98 Million
0.02% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
99,853
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
72,959
shares
|
$2.79 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
62,561
shares
|
$2.39 Million
0.91% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
55,334
shares
|
$2.12 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
55,223
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
51,507
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 76.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
42,084
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
40,748
shares
|
$1.56 Million
0.28% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
40,331
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,036
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,292
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,423
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2020
Added 14.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
31,386
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
25,485
shares
|
$975,056
0.57% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
23,585
shares
|
$902,362
0.09% of portfolio
|
Q4 2024
Added 25.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
21,358
shares
|
$817,157
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,732
shares
|
$754,946
0.0% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
17,648
shares
|
$675,212
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|