Purchases and Sales Made in Q1 2024 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 2024. 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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7K+ 526.43% |
$1.1M - $1.2M
|
39K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
29.1K+ 51.86% |
$978K - $1.07M
|
85.3K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.7KNew |
$730K - $799K
|
21.7K
$843K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11.3K+ 12.28% |
$381K - $417K
|
104K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.85KNew |
$230K - $252K
|
6.85K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.78K+ 30.22% |
$194K - $212K
|
24.9K
$965K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.89K+ 11.53% |
$131K - $143K
|
37.7K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.36K+ 11.91% |
$113K - $124K
|
31.6K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 129.85% |
$109K - $120K
|
5.76K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.17K+ 3.99% |
$106K - $116K
|
82.5K
$3.2M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53KNew |
$85K - $93.1K
|
2.53K
$98.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.76K+ 4.84% |
$59.2K - $64.9K
|
38.2K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.05K+ 1.8% |
$35.3K - $38.7K
|
59.5K
$2.31M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
702+ 7.17% |
$23.6K - $25.8K
|
10.5K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
518+ 2.82% |
$17.4K - $19.1K
|
18.9K
$732K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
511New |
$17.2K - $18.8K
|
511
$19.8K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
501+ 1.61% |
$16.8K - $18.4K
|
31.7K
$1.23M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15+ 0.04% |
$504 - $552
|
37.7K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$33.6 - $36.8
|
2.74K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.06% |
$33.6 - $36.8
|
1.78K
$69.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 4.78% |
$1.48K - $1.62K
|
877
$34K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-120- 0.27% |
$4.03K - $4.41K
|
44.5K
$1.72M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-443- 4.05% |
$14.9K - $16.3K
|
10.5K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-443- 4.05% |
$14.9K - $16.3K
|
10.5K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-888- 2.42% |
$29.8K - $32.7K
|
35.8K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-897- 4.45% |
$30.1K - $33K
|
19.3K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.32K- 30.19% |
$44.3K - $48.5K
|
3.05K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.78KClosed |
$59.9K - $65.6K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 21.07% |
$72.2K - $79.1K
|
8.06K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-2.71K- 0.73% |
$90.9K - $99.6K
|
369K
$14.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.16K- 12.96% |
$173K - $190K
|
34.6K
$1.34M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.36K- 25.25% |
$281K - $307K
|
24.8K
$960K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-8.64K- 2.13% |
$290K - $318K
|
398K
$15.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.8K- 18.94% |
$397K - $435K
|
50.6K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.1K- 54.78% |
$541K - $593K
|
13.3K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 20.06% |
$786K - $861K
|
93.4K
$3.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-72.1K- 45.17% |
$2.42M - $2.65M
|
87.5K
$3.39M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-125K- 95.21% |
$4.18M - $4.58M
|
6.27K
$243K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-137K- 98.36% |
$4.59M - $5.03M
|
2.28K
$88.4K
|