Purchases and Sales Made in Q4 2022 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
757K+ 45.25% |
$18.6M - $18.7M
|
2.43M
$61.1M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
485KNew |
$11.9M - $12M
|
485K
$12.2M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
467KNew |
$11.5M - $11.6M
|
467K
$11.7M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
409KNew |
$10M - $10.1M
|
409K
$10.3M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 41.72% |
$6.95M - $7.02M
|
962K
$24.2M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
101KNew |
$2.49M - $2.51M
|
101K
$2.55M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
99.1KNew |
$2.43M - $2.46M
|
99.1K
$2.49M
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
88K+ 521.79% |
$2.16M - $2.18M
|
105K
$2.64M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
75.9K+ 60.34% |
$1.86M - $1.88M
|
202K
$5.08M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
41.7K+ 42.53% |
$1.02M - $1.03M
|
140K
$3.51M
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
39.4KNew |
$967K - $976K
|
39.4K
$991K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.8KNew |
$782K - $789K
|
31.8K
$801K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
25.8KNew |
$633K - $639K
|
25.8K
$648K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
24.1K+ 33.99% |
$591K - $596K
|
94.9K
$2.39M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 22.3% |
$446K - $450K
|
99.5K
$2.5M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
14.2K+ 35.92% |
$349K - $352K
|
53.7K
$1.35M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.6KNew |
$334K - $337K
|
13.6K
$343K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 18.04% |
$317K - $320K
|
84.6K
$2.13M
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
12KNew |
$295K - $297K
|
12K
$302K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.71K+ 14.94% |
$238K - $241K
|
74.7K
$1.88M
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
9.36KNew |
$230K - $232K
|
9.36K
$235K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
9.18KNew |
$225K - $227K
|
9.18K
$231K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
6.76K+ 22.02% |
$166K - $168K
|
37.5K
$942K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.31K+ 4.21% |
$130K - $132K
|
131K
$3.3M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.42KNew |
$83.8K - $84.6K
|
3.42K
$85.9K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$83.3K - $84K
|
3.39K
$85.3K
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.13K+ 1.51% |
$76.8K - $77.5K
|
211K
$5.3M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.93KNew |
$71.9K - $72.5K
|
2.93K
$73.6K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.75K+ 4.11% |
$67.4K - $68K
|
69.6K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.49K+ 25.58% |
$61.2K - $61.8K
|
12.2K
$308K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.21KNew |
$54.3K - $54.8K
|
2.21K
$55.7K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.5KNew |
$36.8K - $37.2K
|
1.5K
$37.7K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.42K+ 109.09% |
$34.8K - $35.1K
|
2.71K
$68.3K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 96.24% |
$29.5K - $29.8K
|
2.45K
$61.7K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 14.27% |
$29.5K - $29.7K
|
9.62K
$242K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.1KNew |
$26.9K - $27.1K
|
1.1K
$27.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.1KNew |
$26.9K - $27.1K
|
1.1K
$27.5K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
755+ 1.71% |
$18.5K - $18.7K
|
44.9K
$1.13M
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
570+ 0.09% |
$14K - $14.1K
|
670K
$16.8M
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
400+ 4.17% |
$9.82K - $9.91K
|
10K
$252K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
326+ 0.75% |
$8K - $8.08K
|
44K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
180+ 0.47% |
$4.42K - $4.46K
|
38.9K
$977K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
123New |
$3.02K - $3.05K
|
123
$3.09K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
113+ 0.82% |
$2.77K - $2.8K
|
13.9K
$350K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
81+ 0.77% |
$1.99K - $2.01K
|
10.6K
$267K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 1.19% |
$73.7 - $74.3
|
255
$6.41K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50- 4.0% |
$1.23K - $1.24K
|
1.2K
$30.2K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-79- 0.15% |
$1.94K - $1.96K
|
52.5K
$1.32M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-425- 11.54% |
$10.4K - $10.5K
|
3.26K
$82K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-504- 0.73% |
$12.4K - $12.5K
|
68.4K
$1.72M
|