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 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $68.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,667
shares
|
$517,842
0.0% of portfolio
|
Q3 2025
Added 67.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,598
shares
|
$515,228
0.0% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
13,368
shares
|
$506,513
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,082
shares
|
$457,786
0.0% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,852
shares
|
$449,072
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,482
shares
|
$397,162
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,999
shares
|
$378,862
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
9,814
shares
|
$371,852
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,885
shares
|
$336,652
0.03% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,401
shares
|
$318,313
0.0% of portfolio
|
Q3 2025
Reduced 20.89%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
8,287
shares
|
$313,994
0.04% of portfolio
|
Q3 2025
Reduced 92.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,869
shares
|
$298,156
0.02% of portfolio
|
Q3 2025
Added 231.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,609
shares
|
$288,305
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,052
shares
|
$115,640
0.01% of portfolio
|
Q1 2024
Reduced 30.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,054
shares
|
$39,936
0.0% of portfolio
|
Q3 2025
Reduced 76.43%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
695
shares
|
$26,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
461
shares
|
$17,467
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
408
shares
|
$15,459
0.0% of portfolio
|
Q3 2025
Reduced 22.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
257
shares
|
$9,737
0.0% of portfolio
|
Q2 2025
Reduced 86.88%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
210
shares
|
$7,956
0.0% of portfolio
|
Q3 2025
Added 90.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
142
shares
|
$5,380
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
128
shares
|
$4,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
26
shares
|
$985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4
shares
|
$151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2
shares
|
$75
0.0% of portfolio
|
Q3 2023
New holding
|
|