Institutional Ownership Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
12,705,183
shares
|
$319 Million
0.06% of portfolio
|
Q3 2024
Added 58.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,555,800
shares
|
$64.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,986,846
shares
|
$49.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,269,505
shares
|
$31.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
1,049,404
shares
|
$26.4 Million
11.24% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
895,984
shares
|
$22.5 Million
6.22% of portfolio
|
Q1 2023
Added 0.66%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
847,989
shares
|
$21.3 Million
8.29% of portfolio
|
Q4 2024
Added 93.87%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
625,042
shares
|
$15.7 Million
7.99% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
618,019
shares
|
$15.5 Million
1.37% of portfolio
|
Q3 2022
Reduced 5.78%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
606,605
shares
|
$15.2 Million
4.61% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
580,746
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
528,671
shares
|
$13.3 Million
3.7% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
512,014
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
484,493
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
478,788
shares
|
$12 Million
0.84% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
467,681
shares
|
$11.7 Million
0.12% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
438,845
shares
|
$11 Million
1.73% of portfolio
|
Q2 2024
Reduced 18.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
424,777
shares
|
$10.7 Million
0.94% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
393,730
shares
|
$9.89 Million
0.0% of portfolio
|
Q3 2024
Added 19.19%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
389,136
shares
|
$9.77 Million
3.31% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
382,620
shares
|
$9.61 Million
0.9% of portfolio
|
Q3 2022
Added 17.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
307,815
shares
|
$7.73 Million
0.02% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
257,215
shares
|
$6.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
252,745
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
235,516
shares
|
$5.91 Million
1.99% of portfolio
|
Q4 2024
Added 75.0%
|