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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
17,085
shares
|
$653,672
0.01% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,764
shares
|
$488,350
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,852
shares
|
$453,457
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,532
shares
|
$441,214
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,392
shares
|
$435,857
0.0% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
10,483
shares
|
$401,079
0.02% of portfolio
|
Q3 2023
Reduced 61.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,785
shares
|
$374,374
0.0% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,747
shares
|
$372,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,436
shares
|
$284,501
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,937
shares
|
$265,409
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,259
shares
|
$239,469
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,924
shares
|
$226,652
0.02% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,760
shares
|
$220,377
0.0% of portfolio
|
Q1 2024
Added 129.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,052
shares
|
$116,769
0.02% of portfolio
|
Q1 2024
Reduced 30.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,712
shares
|
$103,761
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,969
shares
|
$75,333
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,933
shares
|
$73,956
0.0% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
885
shares
|
$33,860
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
600
shares
|
$22,956
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
461
shares
|
$17,637
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
447
shares
|
$17,102
0.0% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
21
shares
|
$803
0.0% of portfolio
|
Q3 2023
Reduced 93.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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
|