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 54 institutions that hold shares in the stock, with a total of 2.25 Million shares, which have been reported (via 13F filing form) to have a value of $81.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,760
shares
|
$535,345
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,576
shares
|
$528,671
0.0% of portfolio
|
Q2 2025
Reduced 68.78%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
14,560
shares
|
$528,091
0.0% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,835
shares
|
$501,795
0.0% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
13,128
shares
|
$476,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
12,315
shares
|
$446,665
0.0% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,852
shares
|
$429,872
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,482
shares
|
$380,182
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
8,885
shares
|
$322,258
0.03% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
8,165
shares
|
$296,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
6,840
shares
|
$248,086
0.0% of portfolio
|
Q2 2025
Reduced 58.04%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
6,000
shares
|
$217,620
0.07% of portfolio
|
Q2 2025
Reduced 67.39%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,471
shares
|
$162,163
0.0% of portfolio
|
Q1 2025
Reduced 54.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,052
shares
|
$110,696
0.01% of portfolio
|
Q1 2024
Reduced 30.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,373
shares
|
$86,068
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,664
shares
|
$60,353
0.0% of portfolio
|
Q2 2025
Reduced 76.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
526
shares
|
$19,078
0.0% of portfolio
|
Q2 2025
Reduced 40.97%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
461
shares
|
$16,720
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
257
shares
|
$9,321
0.0% of portfolio
|
Q2 2025
Reduced 86.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
141
shares
|
$5,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
110
shares
|
$3,989
0.0% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
95
shares
|
$3,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
93
shares
|
$3,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
26
shares
|
$943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
21
shares
|
$761
0.0% of portfolio
|
Q2 2025
New holding
|