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 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $90.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
387,793
shares
|
$14.8 Million
4.88% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
First Premier Bank
|
Jul 17, 2024 Q2 2024 |
353,642
shares
|
$13.5 Million
3.54% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
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%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
196,293
shares
|
$7.47 Million
1.2% of portfolio
|
Q2 2024
New holding
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
116,466
shares
|
$4.43 Million
3.38% of portfolio
|
Q2 2022
Reduced 0.8%
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 23, 2024 Q2 2024 |
107,221
shares
|
$4.08 Million
2.67% of portfolio
|
Q2 2024
Added 3.37%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
94,254
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2024
Added 0.96%
|
|
Patten Group, Inc.
|
Jul 25, 2024 Q2 2024 |
92,775
shares
|
$3.53 Million
0.83% of portfolio
|
Q2 2024
Added 12.48%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
86,217
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
78,069
shares
|
$2.97 Million
1.48% of portfolio
|
Q2 2024
Reduced 8.46%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
56,206
shares
|
$2.14 Million
1.92% of portfolio
|
Q2 2024
Reduced 9.75%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
55,867
shares
|
$2.13 Million
0.1% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
44,351
shares
|
$1.69 Million
0.82% of portfolio
|
Q2 2024
Added 16.05%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
42,842
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2024
Reduced 15.27%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
40,516
shares
|
$1.54 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
37,652
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
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%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
34,401
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2024
Added 8.94%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
33,010
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.77%
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 17, 2024 Q2 2024 |
30,568
shares
|
$1.16 Million
0.78% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
29,204
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.06%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
21,753
shares
|
$828,136
0.08% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
21,413
shares
|
$815,192
0.0% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
19,130
shares
|
$728,279
0.0% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
18,827
shares
|
$716,743
0.01% of portfolio
|
Q2 2024
Reduced 24.36%
|