Purchases and Sales Made in Q1 2025 in Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
126KNew |
$4.55M - $4.88M
|
126K
$4.43M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67.9K+ 161.33% |
$2.46M - $2.63M
|
110K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 170.25% |
$2.14M - $2.29M
|
93.7K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.4KNew |
$1.5M - $1.61M
|
41.4K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.6K+ 474.63% |
$1.39M - $1.49M
|
46.7K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.6KNew |
$962K - $1.03M
|
26.6K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$870K - $933K
|
24.1K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.6KNew |
$818K - $877K
|
22.6K
$797K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
18.4KNew |
$665K - $713K
|
18.4K
$648K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
8.21KNew |
$297K - $318K
|
8.21K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.48KNew |
$234K - $251K
|
6.48K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.17K+ 9.86% |
$223K - $239K
|
68.7K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.59K+ 2.3% |
$93.6K - $100K
|
115K
$4.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.69K+ 2.35% |
$61.1K - $65.5K
|
73.6K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
325New |
$11.8K - $12.6K
|
325
$11.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93New |
$3.36K - $3.61K
|
93
$3.27K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
63+ 3.32% |
$2.28K - $2.44K
|
1.96K
$69K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7+ 0.1% |
$253 - $271
|
6.94K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.34% |
$108 - $116
|
891
$31.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$36.2 - $38.8
|
86
$3.03K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$36.2 - $38.8
|
1
$35.2
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$36.2 - $38.8
|
2.37K
$83.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60- 1.01% |
$2.17K - $2.33K
|
5.86K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-135- 0.43% |
$4.88K - $5.23K
|
31.3K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-365- 2.41% |
$13.2K - $14.2K
|
14.8K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-417- 1.64% |
$15.1K - $16.2K
|
25.1K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-651- 2.39% |
$23.5K - $25.2K
|
26.5K
$934K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-746- 10.07% |
$27K - $28.9K
|
6.66K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-954- 0.82% |
$34.5K - $37K
|
115K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.22K- 5.73% |
$44.2K - $47.4K
|
20.1K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.41K- 8.28% |
$51K - $54.7K
|
15.6K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42K- 1.36% |
$51.2K - $54.9K
|
103K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-1.42K- 0.41% |
$51.3K - $55K
|
348K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.68K- 13.15% |
$60.7K - $65.1K
|
11.1K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.4K- 12.85% |
$86.9K - $93.2K
|
16.3K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.19K- 22.75% |
$152K - $163K
|
14.2K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.31K- 54.3% |
$192K - $206K
|
4.47K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25.6K- 9.68% |
$927K - $994K
|
239K
$8.43M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-30.4K- 74.61% |
$1.1M - $1.18M
|
10.3K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.5K- 32.43% |
$1.9M - $2.04M
|
109K
$3.85M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-66.9K- 60.81% |
$2.42M - $2.59M
|
43.1K
$1.52M
|