Purchases and Sales Made in Q1 2024 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 17.34% |
$37.5K - $37.8K
|
10.2K
$255K
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.5K+ 1.48% |
$37.4K - $37.6K
|
103K
$2.58M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.47KNew |
$36.8K - $37.1K
|
1.47K
$37K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.34K+ 5.95% |
$33.4K - $33.7K
|
23.8K
$598K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.29K+ 0.13% |
$32.2K - $32.4K
|
966K
$24.3M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.07K+ 9.68% |
$26.8K - $27K
|
12.2K
$306K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
489+ 2.97% |
$12.2K - $12.3K
|
17K
$426K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
300+ 24.92% |
$7.5K - $7.55K
|
1.5K
$37.8K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
163+ 0.8% |
$4.07K - $4.1K
|
20.4K
$513K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
121+ 0.22% |
$3.02K - $3.05K
|
54.9K
$1.38M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
111+ 1.01% |
$2.77K - $2.79K
|
11.1K
$280K
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
94+ 0.5% |
$2.35K - $2.37K
|
18.8K
$473K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$125 - $126
|
8.97K
$225K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-47- 0.54% |
$1.17K - $1.18K
|
8.65K
$217K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-156- 0.1% |
$3.9K - $3.93K
|
154K
$3.87M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-378- 13.52% |
$9.45K - $9.51K
|
2.42K
$60.7K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-520- 1.99% |
$13K - $13.1K
|
25.6K
$642K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-599- 0.79% |
$15K - $15.1K
|
75.4K
$1.9M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-674- 20.82% |
$16.8K - $17K
|
2.56K
$64.4K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-700- 9.11% |
$17.5K - $17.6K
|
6.98K
$175K
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-993- 2.73% |
$24.8K - $25K
|
35.4K
$890K
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.2K- 6.65% |
$29.9K - $30.1K
|
16.8K
$421K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.5K- 7.93% |
$37.5K - $37.8K
|
17.4K
$438K
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.7K- 1.28% |
$42.5K - $42.8K
|
131K
$3.29M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.15% |
$44.4K - $44.7K
|
80.7K
$2.03M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.8K- 13.67% |
$45K - $45.3K
|
11.4K
$286K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.1K- 4.88% |
$52.4K - $52.8K
|
40.9K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.24K- 6.96% |
$55.9K - $56.3K
|
29.9K
$751K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.44K- 16.59% |
$60.9K - $61.3K
|
12.2K
$308K
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.83K- 19.08% |
$70.6K - $71.2K
|
12K
$301K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.35K- 70.59% |
$83.7K - $84.3K
|
1.4K
$35K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.79K- 0.56% |
$94.8K - $95.5K
|
678K
$17M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.54K- 44.68% |
$114K - $114K
|
5.62K
$141K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.82K- 1.71% |
$121K - $121K
|
277K
$6.95M
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.96K- 8.51% |
$124K - $125K
|
53.3K
$1.34M
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.47K- 1.21% |
$162K - $163K
|
530K
$13.3M
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-8.27K- 5.59% |
$207K - $208K
|
140K
$3.51M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.21K- 12.26% |
$230K - $232K
|
65.9K
$1.66M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-9.39K- 67.9% |
$235K - $236K
|
4.44K
$111K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.7K- 8.08% |
$242K - $244K
|
110K
$2.77M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-10.9K- 35.09% |
$272K - $274K
|
20.2K
$507K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13K- 14.58% |
$325K - $327K
|
76.1K
$1.91M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.1K- 18.6% |
$403K - $406K
|
70.6K
$1.77M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 0.89% |
$427K - $431K
|
1.91M
$48M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 0.89% |
$427K - $431K
|
1.91M
$48M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.3K- 20.01% |
$507K - $511K
|
81.1K
$2.04M
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.8K- 17.04% |
$521K - $525K
|
101K
$2.55M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.1K- 4.37% |
$528K - $532K
|
462K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-23.2K- 32.9% |
$581K - $585K
|
47.4K
$1.19M
|