Purchases and Sales Made in Q1 2021 in Invesco Actively Mngd ETF Tr S (PHDG)
This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MNGD ETF TR S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
124K+ 119229.81% |
$4.08M - $4.32M
|
124K
$4.71M
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
BUY
|
- |
67K+ 73.64% |
$2.21M - $2.34M
|
158K
$6M
|
|
May 10, 2024
Q1 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
50.1K+ 661.42% |
$1.65M - $1.75M
|
57.7K
$2.19M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
28.3KNew |
$931K - $985K
|
28.3K
$1.07M
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.6KNew |
$677K - $716K
|
20.6K
$781K
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.5K+ 11.62% |
$578K - $611K
|
168K
$6.4M
|
|
Apr 14, 2021
Q1 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
15K+ 56.71% |
$495K - $524K
|
41.5K
$1.58M
|
|
May 14, 2021
Q1 2021
|
Natixis
Paris, I0 |
BUY
|
- |
13.3K+ 72.64% |
$438K - $464K
|
31.6K
$1.2M
|
|
May 11, 2021
Q1 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.5K+ 12.01% |
$347K - $367K
|
98.1K
$3.73M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.74KNew |
$288K - $304K
|
8.74K
$332K
|
|
May 12, 2021
Q1 2021
|
Palladiem, LLC
|
BUY
|
- |
7K+ 36.82% |
$231K - $244K
|
26K
$989K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
6.6KNew |
$217K - $230K
|
6.6K
$251K
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.6KNew |
$217K - $230K
|
6.6K
$251K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.22KNew |
$205K - $217K
|
6.22K
$236K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6K+ 9.95% |
$198K - $209K
|
66.3K
$2.52M
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
BUY
|
- |
5.48K+ 20.18% |
$180K - $191K
|
32.6K
$1.24M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.24K+ 13.98% |
$173K - $183K
|
42.7K
$1.62M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.88K+ 55.97% |
$161K - $170K
|
13.6K
$517K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.71K+ 25.63% |
$122K - $129K
|
18.2K
$690K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.32KNew |
$76.4K - $80.8K
|
2.32K
$88K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74KNew |
$57.3K - $60.6K
|
1.74K
$66K
|
|
Apr 19, 2021
Q1 2021
|
Congress Park Capital LLC
|
BUY
|
- |
1.7K+ 1.95% |
$55.9K - $59.1K
|
88.9K
$3.38M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$19.8K - $20.9K
|
600
$22.8K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
479+ 1.52% |
$15.8K - $16.7K
|
32.1K
$1.22M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
301+ 30100.0% |
$9.91K - $10.5K
|
302
$11.5K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
151+ 100.67% |
$4.97K - $5.26K
|
301
$11.4K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-389- 0.16% |
$12.8K - $13.6K
|
241K
$9.17M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-500Closed |
$16.5K - $17.4K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-811Closed |
$26.7K - $28.3K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.29K- 3.99% |
$42.5K - $45K
|
31.1K
$1.18M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.15K- 6.04% |
$70.7K - $74.8K
|
33.4K
$1.27M
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-2.67KClosed |
$88K - $93.1K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.9K- 14.69% |
$95.5K - $101K
|
16.8K
$639K
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-3.67KClosed |
$121K - $128K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.02K- 11.69% |
$133K - $140K
|
30.4K
$1.15M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.61K- 26.17% |
$185K - $195K
|
15.8K
$601K
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.94K- 28.36% |
$196K - $207K
|
15K
$569K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.51K- 31.0% |
$247K - $262K
|
16.7K
$634K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.16K- 56.15% |
$302K - $319K
|
7.16K
$272K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.3KClosed |
$406K - $429K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24KClosed |
$791K - $837K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.9KClosed |
$1.12M - $1.18M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-52.1KClosed |
$1.72M - $1.82M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-69.9K- 60.1% |
$2.3M - $2.44M
|
46.4K
$1.76M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-124K- 99.92% |
$4.08M - $4.32M
|
104
$3.95K
|