Purchases and Sales Made in Q1 2023 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-914- 1.3% |
$22.5K - $22.9K
|
69.6K
$1.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1K- 10.0% |
$24.6K - $25.1K
|
9K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2K- 49.04% |
$29.6K - $30.1K
|
1.25K
$31.4K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.48K- 1.81% |
$36.4K - $37K
|
80K
$2.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.49K- 0.95% |
$36.7K - $37.3K
|
156K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.54K- 1.55% |
$37.8K - $38.5K
|
97.6K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.2K- 14.03% |
$54.1K - $55.1K
|
13.5K
$339K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.29K- 7.53% |
$56.4K - $57.4K
|
28.1K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.86K- 2.96% |
$95.1K - $96.8K
|
127K
$3.18M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 31.24% |
$106K - $107K
|
9.44K
$237K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-7.43K- 13.83% |
$183K - $186K
|
46.3K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8.43K- 2.06% |
$207K - $211K
|
401K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.97K- 11.79% |
$245K - $250K
|
74.6K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.1K- 4.14% |
$249K - $254K
|
234K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.6K- 99.76% |
$261K - $266K
|
25
$629
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.6K- 28.01% |
$310K - $315K
|
32.3K
$813K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-13K- 95.95% |
$319K - $325K
|
546
$13.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19K- 25.9% |
$467K - $475K
|
54.3K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-27.8K- 22.46% |
$685K - $697K
|
96K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-29.5K- 28.14% |
$727K - $740K
|
75.4K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-43.2K- 20.49% |
$1.06M - $1.08M
|
168K
$4.21M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-44.5K- 46.95% |
$1.1M - $1.12M
|
50.3K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.6K- 9.55% |
$1.1M - $1.12M
|
422K
$10.6M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-58.4K- 28.96% |
$1.44M - $1.46M
|
143K
$3.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-62.1K- 9.27% |
$1.53M - $1.56M
|
608K
$15.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-72.5K- 39.37% |
$1.79M - $1.82M
|
112K
$2.81M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-84K- 54.35% |
$2.07M - $2.1M
|
70.5K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-219K- 90.41% |
$5.39M - $5.49M
|
23.2K
$584K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-248K- 51.08% |
$6.1M - $6.21M
|
237K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-415K- 17.1% |
$10.2M - $10.4M
|
2.01M
$50.6M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-754K- 86.02% |
$18.6M - $18.9M
|
123K
$3.08M
|