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 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 47.86% |
$69.6K - $70.1K
|
8.65K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.41KNew |
$59.9K - $60.3K
|
2.41K
$60.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.57K+ 18.1% |
$39.1K - $39.4K
|
10.3K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25K+ 9.16% |
$31.1K - $31.3K
|
14.9K
$374K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.2K+ 40033.33% |
$29.9K - $30.1K
|
1.2K
$30.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.15K+ 2.87% |
$28.5K - $28.7K
|
41K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.03K+ 1.04% |
$25.6K - $25.7K
|
100K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.03K+ 12.94% |
$25.5K - $25.7K
|
8.96K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
948New |
$23.6K - $23.7K
|
948
$23.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
920+ 0.17% |
$22.9K - $23K
|
536K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
854+ 21.96% |
$21.2K - $21.4K
|
4.74K
$119K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
521+ 1.23% |
$13K - $13K
|
43K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
472+ 715.15% |
$11.7K - $11.8K
|
538
$13.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
462+ 2.1% |
$11.5K - $11.6K
|
22.5K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
309New |
$7.68K - $7.74K
|
309
$7.75K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
239+ 1.65% |
$5.94K - $5.98K
|
14.7K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
201+ 1.41% |
$5K - $5.03K
|
14.4K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
169+ 0.84% |
$4.2K - $4.23K
|
20.3K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
114+ 1.04% |
$2.84K - $2.85K
|
11K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.9% |
$2.49K - $2.5K
|
11.2K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
22+ 0.79% |
$547 - $551
|
2.8K
$70.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$174 - $175
|
36.4K
$914K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$74.6 - $75.1
|
3
$75.3
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 1.02% |
$74.6 - $75.1
|
296
$7.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-54- 0.05% |
$1.34K - $1.35K
|
102K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-140- 70.0% |
$3.48K - $3.51K
|
60
$1.51K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-199- 0.13% |
$4.95K - $4.98K
|
148K
$3.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-367- 0.41% |
$9.13K - $9.19K
|
89.1K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-544- 3.54% |
$13.5K - $13.6K
|
14.8K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-782- 8.25% |
$19.4K - $19.6K
|
8.7K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-905- 1.63% |
$22.5K - $22.7K
|
54.8K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-932- 0.6% |
$23.2K - $23.3K
|
154K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.14K- 3.07% |
$28.3K - $28.5K
|
35.9K
$901K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.26K- 6.02% |
$31.4K - $31.6K
|
19.7K
$494K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.77K- 8.65% |
$44.1K - $44.4K
|
18.7K
$470K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.97K- 16.25% |
$49K - $49.4K
|
10.2K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.8K- 3.81% |
$69.5K - $70K
|
70.6K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.77K- 6.08% |
$93.8K - $94.4K
|
58.3K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.68K- 5.87% |
$116K - $117K
|
75.1K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.85K- 15.68% |
$121K - $121K
|
26.1K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.55K- 18.23% |
$163K - $164K
|
29.4K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.14K- 11.18% |
$227K - $229K
|
72.6K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 11.59% |
$292K - $294K
|
89.6K
$2.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-23.2K- 41.88% |
$576K - $580K
|
32.2K
$807K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.7K- 8.38% |
$640K - $644K
|
281K
$7.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27.4K- 7.49% |
$682K - $687K
|
339K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.2K- 25.18% |
$726K - $731K
|
86.7K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.6K- 14.66% |
$760K - $765K
|
178K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-45.2K- 73.27% |
$1.12M - $1.13M
|
16.5K
$414K
|