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 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $73.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
324,613
shares
|
$12.4 Million
2.75% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
211,868
shares
|
$8.07 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
116,466
shares
|
$4.44 Million
3.38% of portfolio
|
Q2 2022
Reduced 0.8%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
103,841
shares
|
$3.96 Million
0.77% of portfolio
|
Q3 2025
Reduced 51.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
97,205
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
91,464
shares
|
$3.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
86,051
shares
|
$3.28 Million
0.66% of portfolio
|
Q2 2025
Reduced 25.31%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
85,234
shares
|
$3.25 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
83,641
shares
|
$3.19 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,058
shares
|
$3.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
58,549
shares
|
$2.23 Million
0.79% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
58,007
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 40.01%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
56,215
shares
|
$2.14 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
54,216
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 139.6%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
49,780
shares
|
$1.9 Million
1.33% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
40,849
shares
|
$1.56 Million
0.15% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,423
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2020
Added 14.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
31,641
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
27,360
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
25,322
shares
|
$965,021
0.01% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
23,779
shares
|
$906,217
0.42% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,536
shares
|
$706,406
0.0% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,760
shares
|
$562,503
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,576
shares
|
$555,491
0.0% of portfolio
|
Q2 2025
Reduced 68.78%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
14,560
shares
|
$554,881
0.0% of portfolio
|
Q2 2025
Reduced 1.36%
|