Purchases and Sales Made in Q3 2025 in Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10KNew |
$352K - $374K
|
10K
$379K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.81KNew |
$346K - $367K
|
9.81K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.61KNew |
$268K - $285K
|
7.61K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 67.39% |
$194K - $206K
|
13.7K
$518K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.5K+ 231.61% |
$194K - $206K
|
7.87K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.32K+ 1.58% |
$46.5K - $49.4K
|
85K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08K+ 7.42% |
$38.1K - $40.5K
|
15.7K
$593K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
695New |
$24.5K - $26K
|
695
$26.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240+ 1.83% |
$8.45K - $8.98K
|
13.4K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128New |
$4.51K - $4.79K
|
128
$4.85K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 90.91% |
$3.52K - $3.74K
|
210
$7.96K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
44+ 0.08% |
$1.55K - $1.65K
|
58.6K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40+ 0.13% |
$1.41K - $1.5K
|
31.7K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38+ 0.14% |
$1.34K - $1.42K
|
27.4K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.71% |
$35.2 - $37.4
|
142
$5.38K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-30- 0.13% |
$1.06K - $1.12K
|
23.8K
$901K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 22.43% |
$4.15K - $4.42K
|
408
$15.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-171- 1.17% |
$6.02K - $6.4K
|
14.4K
$545K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-232- 0.25% |
$8.17K - $8.68K
|
91.5K
$3.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-233- 1.89% |
$8.2K - $8.72K
|
12.1K
$458K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-237- 1.71% |
$8.34K - $8.87K
|
13.6K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-328- 0.38% |
$11.5K - $12.3K
|
84.9K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 20.89% |
$78.1K - $83K
|
8.4K
$318K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.29K- 3.92% |
$80.8K - $85.9K
|
56.2K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.04K- 7.44% |
$107K - $114K
|
37.8K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.42K- 76.43% |
$120K - $128K
|
1.05K
$39.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.88K- 15.33% |
$137K - $145K
|
21.4K
$812K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-5.76K- 1.74% |
$203K - $216K
|
325K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.3K- 11.58% |
$396K - $421K
|
85.9K
$3.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 29.18% |
$596K - $634K
|
41.1K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-20K- 36.95% |
$705K - $750K
|
34.2K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.1K- 34.34% |
$956K - $1.02M
|
51.9K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-59.5K- 69.1% |
$2.09M - $2.23M
|
26.6K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-107K- 92.8% |
$3.76M - $4M
|
8.29K
$314K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-110K- 51.53% |
$3.89M - $4.13M
|
104K
$3.93M
|
|