Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09M+ 2331.43% |
$33.8M - $37.2M
|
1.13M
$43.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111KNew |
$3.44M - $3.79M
|
111K
$4.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
92.4KNew |
$2.87M - $3.16M
|
92.4K
$3.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
41.6KNew |
$1.29M - $1.42M
|
41.6K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.2KNew |
$877K - $966K
|
28.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$780K - $860K
|
25.1K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.1KNew |
$594K - $655K
|
19.1K
$728K
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
19.1KNew |
$594K - $655K
|
19.1K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.7K+ 11.7% |
$520K - $573K
|
160K
$6.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.8K+ 7.21% |
$273K - $301K
|
131K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6K+ 48.49% |
$186K - $205K
|
18.4K
$700K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.06K+ 2.67% |
$64.1K - $70.7K
|
79.3K
$3.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.34K+ 3.83% |
$41.8K - $46K
|
36.5K
$1.39M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15K+ 11.7% |
$35.6K - $39.2K
|
10.9K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
695New |
$21.6K - $23.8K
|
695
$26.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$9.32K - $10.3K
|
300
$11.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
190+ 0.36% |
$5.9K - $6.51K
|
52.4K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36+ 0.08% |
$1.12K - $1.23K
|
44.6K
$1.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.44% |
$124 - $137
|
921
$35.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.63% |
$62.1 - $68.5
|
317
$12.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-47- 1.68% |
$1.46K - $1.61K
|
2.74K
$105K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-350- 41.67% |
$10.9K - $12K
|
490
$18.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-432- 0.89% |
$13.4K - $14.8K
|
48.3K
$1.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 50.0% |
$18.6K - $20.6K
|
600
$22.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-695- 13.72% |
$21.6K - $23.8K
|
4.37K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.58K- 15.98% |
$49K - $54K
|
8.29K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.68K- 6.71% |
$52.1K - $57.4K
|
23.3K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.33K- 65.07% |
$103K - $114K
|
1.79K
$68K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.85K- 11.0% |
$120K - $132K
|
31.2K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.87K- 26.14% |
$120K - $132K
|
10.9K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.88K- 10.3% |
$120K - $133K
|
33.8K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.21K- 6.72% |
$131K - $144K
|
58.4K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.38K- 30.0% |
$136K - $150K
|
10.2K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.62K- 7.59% |
$143K - $158K
|
56.2K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.72K- 47.88% |
$178K - $196K
|
6.22K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.76K- 16.37% |
$179K - $197K
|
29.4K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-8.32K- 5.64% |
$258K - $285K
|
139K
$5.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.4K- 33.4% |
$572K - $631K
|
36.7K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.4K- 28.96% |
$790K - $871K
|
62.4K
$2.38M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-26.2K- 6.59% |
$814K - $897K
|
371K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-26.8K- 6.19% |
$832K - $918K
|
406K
$15.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-69.6K- 63.64% |
$2.16M - $2.39M
|
39.8K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-74.6K- 38.97% |
$2.32M - $2.55M
|
117K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-98K- 79.54% |
$3.04M - $3.36M
|
25.2K
$961K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-110K- 86.64% |
$3.41M - $3.76M
|
17K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-133K- 86.84% |
$4.14M - $4.56M
|
20.2K
$769K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.1M- 97.08% |
$34.2M - $37.7M
|
33.1K
$1.26M
|