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 51 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 $83.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
351,869
shares
|
$13.4 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
313,916
shares
|
$11.9 Million
3.41% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
211,868
shares
|
$8.06 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.56%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
116,466
shares
|
$4.43 Million
3.38% of portfolio
|
Q2 2022
Reduced 0.8%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
111,890
shares
|
$4.26 Million
0.52% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
106,831
shares
|
$4.06 Million
0.93% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
99,853
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
88,914
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
72,959
shares
|
$2.77 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
55,334
shares
|
$2.1 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
55,223
shares
|
$2.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
52,279
shares
|
$1.99 Million
0.93% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
51,507
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 76.37%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
40,331
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
39,248
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,036
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,292
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,423
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2020
Added 14.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
34,403
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
34,299
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
25,582
shares
|
$972,883
0.63% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
21,358
shares
|
$812,244
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,732
shares
|
$750,407
0.0% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
19,700
shares
|
$749,191
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
18,801
shares
|
$715,002
0.08% of portfolio
|
Q3 2024
Added 319.85%
|