Purchases and Sales Made in Q4 2023 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.9MNew |
$47.3M - $47.7M
|
1.9M
$47.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
660K+ 245.3% |
$16.4M - $16.5M
|
928K
$23.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
412K+ 36.76% |
$10.2M - $10.3M
|
1.53M
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
299K+ 21.18% |
$7.43M - $7.48M
|
1.71M
$42.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
244KNew |
$6.08M - $6.12M
|
244K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
216K+ 1154.19% |
$5.37M - $5.4M
|
234K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
184KNew |
$4.57M - $4.6M
|
184K
$4.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
154KNew |
$3.84M - $3.86M
|
154K
$3.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
122KNew |
$3.04M - $3.06M
|
122K
$3.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
120KNew |
$2.99M - $3.01M
|
120K
$3.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
111KNew |
$2.75M - $2.77M
|
111K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
89K+ 61.53% |
$2.21M - $2.23M
|
234K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
82.5KNew |
$2.05M - $2.07M
|
82.5K
$2.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
48.5KNew |
$1.21M - $1.22M
|
48.5K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46.4K+ 13.11% |
$1.15M - $1.16M
|
400K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
41.4KNew |
$1.03M - $1.04M
|
41.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.4K+ 10.61% |
$931K - $937K
|
390K
$9.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
34.1K+ 23.16% |
$849K - $855K
|
182K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 19.39% |
$798K - $804K
|
198K
$4.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26.5K+ 58.22% |
$658K - $662K
|
71.9K
$1.8M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
24KNew |
$596K - $600K
|
24K
$601K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
23.6KNew |
$586K - $590K
|
23.6K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 4.55% |
$579K - $583K
|
535K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
20.6KNew |
$513K - $516K
|
20.6K
$517K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
19.5KNew |
$484K - $488K
|
19.5K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
18.9KNew |
$471K - $474K
|
18.9K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
18KNew |
$447K - $450K
|
18K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
16.7K+ 12.26% |
$415K - $418K
|
153K
$3.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.3KNew |
$406K - $409K
|
16.3K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.3K+ 19.2% |
$405K - $408K
|
101K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.8KNew |
$392K - $394K
|
15.8K
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.5K+ 1552.4% |
$386K - $389K
|
16.5K
$415K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13.8KNew |
$344K - $346K
|
13.8K
$347K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.2KNew |
$328K - $330K
|
13.2K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8KNew |
$318K - $320K
|
12.8K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.9KNew |
$296K - $298K
|
11.9K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.7K+ 551.06% |
$292K - $294K
|
13.9K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
11.7K+ 5.57% |
$291K - $293K
|
222K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.6KNew |
$288K - $290K
|
11.6K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.1KNew |
$276K - $278K
|
11.1K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$264K - $266K
|
10.6K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 0.52% |
$249K - $251K
|
1.93M
$48.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
9.83K+ 348.83% |
$244K - $246K
|
12.6K
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.5K+ 55.54% |
$236K - $238K
|
26.6K
$668K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.36K+ 10.17% |
$233K - $234K
|
101K
$2.54M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.94K+ 39.01% |
$222K - $224K
|
31.9K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.5K+ 61.9% |
$162K - $163K
|
17K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.08K+ 5.67% |
$102K - $102K
|
76K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 15.74% |
$94.8K - $95.4K
|
28K
$703K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.24KNew |
$80.5K - $81.1K
|
3.24K
$81.2K
|