Institutional Ownership Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 2.19 Million shares, which have been reported (via 13F filing form) to have a value of $79.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
330,373
shares
|
$12 Million
2.82% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
214,233
shares
|
$7.77 Million
1.67% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
211,868
shares
|
$7.68 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
116,466
shares
|
$4.22 Million
3.38% of portfolio
|
Q2 2022
Reduced 0.8%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
115,151
shares
|
$4.18 Million
0.52% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
97,205
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
86,051
shares
|
$3.12 Million
0.66% of portfolio
|
Q2 2025
Reduced 25.31%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
85,234
shares
|
$3.09 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
83,641
shares
|
$3.03 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,058
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
77,737
shares
|
$2.82 Million
0.12% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
58,549
shares
|
$2.12 Million
0.79% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
58,509
shares
|
$2.12 Million
0.77% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
58,007
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Added 40.01%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
54,216
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 139.6%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
49,780
shares
|
$1.81 Million
1.33% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
43,098
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 60.81%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
40,849
shares
|
$1.48 Million
0.15% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,423
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2020
Added 14.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
31,641
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
27,360
shares
|
$992,347
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
26,628
shares
|
$965,797
0.08% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
25,322
shares
|
$918,428
0.01% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
23,809
shares
|
$863,552
0.44% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,536
shares
|
$672,300
0.0% of portfolio
|
Q2 2025
Reduced 7.94%
|