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 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $85.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
86
shares
|
$3,028
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
26
shares
|
$915
0.0% of portfolio
|
Q4 2024
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
4
shares
|
$140
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2
shares
|
$70
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|