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 56 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $84.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
22,628
shares
|
$760,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
20,135
shares
|
$676,938
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
18,400
shares
|
$618,608
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,303
shares
|
$548,106
0.0% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,612
shares
|
$524,875
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,760
shares
|
$496,231
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,235
shares
|
$478,580
0.0% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,852
shares
|
$398,464
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,085
shares
|
$372,677
0.04% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
10,483
shares
|
$352,438
0.02% of portfolio
|
Q3 2023
Reduced 61.14%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
10,344
shares
|
$347,765
0.07% of portfolio
|
Q1 2025
Reduced 74.61%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
8,214
shares
|
$276,154
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,944
shares
|
$233,457
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,659
shares
|
$223,875
0.0% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,481
shares
|
$217,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,864
shares
|
$197,147
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,760
shares
|
$193,651
0.0% of portfolio
|
Q1 2024
Added 129.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,471
shares
|
$150,315
0.0% of portfolio
|
Q1 2025
Reduced 54.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,052
shares
|
$102,608
0.02% of portfolio
|
Q1 2024
Reduced 30.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,374
shares
|
$79,813
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,959
shares
|
$65,861
0.0% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
891
shares
|
$29,955
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
461
shares
|
$15,498
0.0% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
325
shares
|
$10,926
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
93
shares
|
$3,126
0.0% of portfolio
|
Q1 2025
New holding
|