Purchases and Sales Made in Q1 2023 in Invesco Actively Mngd ETF Tr S (PHDG)

PHDG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Actively Mngd ETF Tr S (PHDG) during Q1 2023. 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
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
480K
+ 352.18%
$15.3M - $16.4M
616K $23.9M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
40.9K
New
$1.3M - $1.4M
40.9K $1.58M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
22.7K
New
$720K - $776K
22.7K $878K
May 15, 2023 Q1 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
21.7K
+ 23.85%
$690K - $744K
113K $4.37M
Apr 06, 2023 Q1 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
15.4K
+ 14.21%
$490K - $528K
124K $4.8M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14.9K
+ 48.89%
$475K - $512K
45.5K $1.76M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
12.2K
New
$388K - $418K
12.2K $473K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
6.11K
+ 5.02%
$194K - $209K
128K $4.95M
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
5.07K
New
$161K - $174K
5.07K $196K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.89K
+ 19.78%
$155K - $168K
29.6K $1.15M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3K
New
$95.3K - $103K
3K $116K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.54K
+ 15.0%
$80.6K - $86.9K
19.4K $753K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.26K
+ 0.71%
$40.2K - $43.3K
178K $6.9M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
457
+ 55.94%
$14.5K - $15.7K
1.27K $49.3K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
435
+ 3.69%
$13.8K - $14.9K
12.2K $473K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
313
New
$9.94K - $10.7K
313 $12.1K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
247
+ 1.57%
$7.85K - $8.46K
16K $618K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
128
New
$4.07K - $4.39K
128 $4.96K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
42
+ 0.57%
$1.33K - $1.44K
7.43K $288K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
Closed
$31.8 - $34.3
0 $0
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-81
- 7.18%
$2.57K - $2.78K
1.05K $40.6K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-253
- 4.23%
$8.04K - $8.67K
5.73K $222K
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-273
- 3.97%
$8.67K - $9.35K
6.61K $256K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-299
- 25.8%
$9.5K - $10.2K
860 $33.3K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-379
- 1.03%
$12K - $13K
36.5K $1.42M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

SELL
 -
-666
- 1.15%
$21.2K - $22.8K
57.3K $2.22M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-1.39K
- 2.2%
$44K - $47.5K
61.6K $2.39M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-2.1K
- 39.06%
$66.7K - $71.9K
3.28K $127K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-3.91K
- 6.26%
$124K - $134K
58.4K $2.26M
Apr 10, 2023 Q1 2023
First Premier Bank

SELL
 -
-4.14K
- 0.94%
$131K - $142K
434K $16.8M
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-6.75K
- 30.73%
$214K - $231K
15.2K $589K
May 12, 2023 Q1 2023
Natixis

Paris, I0
SELL
 -
-7.02K
- 20.15%
$223K - $241K
27.8K $1.08M
Apr 17, 2023 Q1 2023
Wfa Of San Diego, LLC

SELL
 -
-7.65K
- 8.83%
$243K - $262K
78.9K $3.06M
May 15, 2023 Q1 2023
Anson Capital, Inc.

SELL
 -
-8.18K
- 7.15%
$260K - $280K
106K $4.11M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-20.9K
- 6.49%
$664K - $716K
302K $11.7M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-27.9K
- 27.47%
$887K - $957K
73.7K $2.85M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-28.1K
- 27.84%
$893K - $963K
72.8K $2.82M
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

SELL
 -
-40.5K
- 49.7%
$1.29M - $1.39M
41K $1.59M
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-46.8K
- 28.75%
$1.49M - $1.6M
116K $4.49M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-48.3K
- 87.76%
$1.54M - $1.66M
6.74K $261K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-97.4K
- 50.99%
$3.1M - $3.34M
93.6K $3.63M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-108K
- 66.45%
$3.44M - $3.71M
54.7K $2.12M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

SELL
 -
-143K
- 69.46%
$4.55M - $4.91M
63K $2.44M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-157K
- 61.57%
$4.99M - $5.38M
98.1K $3.8M
May 15, 2023 Q1 2023
Asset Allocation Strategies LLC

Farmington, MI
SELL
 -
-274K
- 82.64%
$8.71M - $9.39M
57.5K $2.23M
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-297K
- 55.56%
$9.43M - $10.2M
237K $9.19M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

SELL
 -
-309K
- 85.17%
$9.82M - $10.6M
53.8K $2.09M

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