Purchases and Sales Made in Q3 2023 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.49M+ 2133.66% |
$62M - $62.4M
|
2.61M
$65.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
349K+ 45.36% |
$8.7M - $8.76M
|
1.12M
$28.2M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
302K+ 588.52% |
$7.51M - $7.56M
|
353K
$8.87M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
269KNew |
$6.69M - $6.74M
|
269K
$6.76M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
264KNew |
$6.57M - $6.61M
|
264K
$6.63M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 21.39% |
$6.19M - $6.23M
|
1.41M
$35.5M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
198K+ 1172.28% |
$4.92M - $4.95M
|
214K
$5.39M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 10.52% |
$4.55M - $4.58M
|
1.92M
$48.2M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
166K+ 88.63% |
$4.14M - $4.17M
|
354K
$8.9M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
166KNew |
$4.12M - $4.15M
|
166K
$4.16M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153K+ 98.77% |
$3.8M - $3.82M
|
307K
$7.72M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
147KNew |
$3.67M - $3.69M
|
147K
$3.71M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146K+ 33.16% |
$3.64M - $3.66M
|
587K
$14.8M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.2K+ 170.86% |
$2.27M - $2.29M
|
145K
$3.64M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.8K+ 68.49% |
$2.11M - $2.12M
|
209K
$5.24M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.4K+ 17.29% |
$1.88M - $1.89M
|
511K
$12.9M
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
73.4KNew |
$1.83M - $1.84M
|
73.4K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
50.2K+ 62.77% |
$1.25M - $1.26M
|
130K
$3.27M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
49.7K+ 414.46% |
$1.24M - $1.24M
|
61.7K
$1.55M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47.8K+ 89.32% |
$1.19M - $1.2M
|
101K
$2.55M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
45.3K+ 36839.02% |
$1.13M - $1.14M
|
45.4K
$1.14M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
22.9KNew |
$571K - $574K
|
22.9K
$576K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
22KNew |
$548K - $552K
|
22K
$554K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.2K+ 16.7% |
$303K - $305K
|
84.9K
$2.13M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$286K - $288K
|
11.5K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.1KNew |
$275K - $277K
|
11.1K
$278K
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.5KNew |
$263K - $264K
|
10.5K
$265K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.5KNew |
$261K - $263K
|
10.5K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.63KNew |
$240K - $241K
|
9.63K
$242K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
9.48KNew |
$236K - $238K
|
9.48K
$238K
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
8.89K+ 6.39% |
$221K - $223K
|
148K
$3.72M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.55K+ 84.33% |
$213K - $214K
|
18.7K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.95K+ 6.2% |
$198K - $199K
|
136K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.69K+ 7.49% |
$142K - $143K
|
81.7K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 30.64% |
$141K - $142K
|
24.2K
$609K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.92K+ 29.67% |
$97.5K - $98.1K
|
17.1K
$430K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.89KNew |
$96.8K - $97.5K
|
3.89K
$97.8K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.67K+ 4.81% |
$91.3K - $91.9K
|
79.8K
$2.01M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.17K+ 35.41% |
$79K - $79.5K
|
12.1K
$305K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.53K+ 67.01% |
$62.9K - $63.3K
|
6.3K
$158K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.13KNew |
$53.1K - $53.4K
|
2.13K
$53.6K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.98K+ 20.84% |
$49.3K - $49.6K
|
11.5K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.6K+ 2.27% |
$39.8K - $40.1K
|
72K
$1.81M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.24K+ 1.23% |
$30.9K - $31.1K
|
102K
$2.57M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.14K+ 11.44% |
$28.3K - $28.5K
|
11.1K
$278K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
626New |
$15.6K - $15.7K
|
626
$15.7K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
626New |
$15.6K - $15.7K
|
626
$15.7K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
293New |
$7.3K - $7.34K
|
293
$7.37K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
224+ 1.58% |
$5.58K - $5.61K
|
14.4K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156New |
$3.88K - $3.91K
|
156
$3.92K
|