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 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
107+ 0.99% |
$2.66K - $2.68K
|
10.9K
$275K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
55+ 0.27% |
$1.37K - $1.38K
|
20.1K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35New |
$872 - $877
|
35
$880
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
22+ 0.8% |
$548 - $551
|
2.77K
$69.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$174 - $175
|
36.4K
$916K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-86- 0.45% |
$2.14K - $2.16K
|
19.2K
$483K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-163- 0.77% |
$4.06K - $4.08K
|
21K
$527K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-194- 2.18% |
$4.83K - $4.86K
|
8.69K
$219K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-421- 0.27% |
$10.5K - $10.6K
|
155K
$3.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-663- 1.18% |
$16.5K - $16.6K
|
55.7K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-740- 73.05% |
$18.4K - $18.5K
|
273
$6.86K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1K- 11.52% |
$24.9K - $25.1K
|
7.68K
$193K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.19K- 1.31% |
$29.5K - $29.7K
|
89.5K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.43K- 3.71% |
$35.6K - $35.8K
|
37.1K
$932K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.5K- 95.79% |
$37.4K - $37.7K
|
66
$1.66K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.63K- 3.7% |
$40.6K - $40.8K
|
42.4K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.2K- 9.79% |
$54.8K - $55.1K
|
20.3K
$510K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.45K- 1.49% |
$86K - $86.5K
|
228K
$5.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.09K- 22.31% |
$102K - $103K
|
14.2K
$358K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.72K- 29.3% |
$117K - $118K
|
11.4K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5K- 46.08% |
$125K - $125K
|
5.85K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.43K- 4.48% |
$135K - $136K
|
116K
$2.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.01K- 10.15% |
$174K - $176K
|
62K
$1.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.98K- 13.97% |
$224K - $225K
|
55.3K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.94K- 9.74% |
$247K - $249K
|
92K
$2.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-10.9K- 2.89% |
$271K - $273K
|
366K
$9.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-18.1K- 54.1% |
$451K - $454K
|
15.4K
$386K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.2K- 33.65% |
$503K - $506K
|
39.8K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-23K- 9.88% |
$573K - $577K
|
210K
$5.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-25K- 4.45% |
$622K - $626K
|
536K
$13.5M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-28.7K- 5.47% |
$714K - $719K
|
496K
$12.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31.8K- 25.66% |
$793K - $798K
|
92.3K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39.5K- 28.49% |
$982K - $989K
|
99K
$2.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-46.3K- 5.96% |
$1.15M - $1.16M
|
731K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-57.1K- 6.89% |
$1.42M - $1.43M
|
772K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-91.5K- 1.25% |
$2.28M - $2.29M
|
7.21M
$181M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-97.8K- 73.13% |
$2.43M - $2.45M
|
35.9K
$903K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-202K- 58.73% |
$5.04M - $5.07M
|
142K
$3.57M
|