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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,835
shares
|
$527,251
0.0% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
13,128
shares
|
$500,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
12,315
shares
|
$469,324
0.0% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,852
shares
|
$451,679
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,619
shares
|
$404,690
0.0% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,482
shares
|
$399,469
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
9,814
shares
|
$374,011
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
8,885
shares
|
$338,607
0.03% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
8,287
shares
|
$315,817
0.04% of portfolio
|
Q3 2025
Reduced 92.8%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
8,165
shares
|
$311,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,471
shares
|
$170,389
0.0% of portfolio
|
Q1 2025
Reduced 54.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,052
shares
|
$116,311
0.01% of portfolio
|
Q1 2024
Reduced 30.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,373
shares
|
$90,435
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,664
shares
|
$63,415
0.0% of portfolio
|
Q2 2025
Reduced 76.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
526
shares
|
$20,045
0.0% of portfolio
|
Q2 2025
Reduced 40.97%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
461
shares
|
$17,568
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
257
shares
|
$9,794
0.0% of portfolio
|
Q2 2025
Reduced 86.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
141
shares
|
$5,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
110
shares
|
$4,192
0.0% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
95
shares
|
$3,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
93
shares
|
$3,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
26
shares
|
$990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
21
shares
|
$800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4
shares
|
$152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2
shares
|
$76
0.0% of portfolio
|
Q3 2023
New holding
|