Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
108K+ 22.51% |
$3.51M - $3.93M
|
590K
$22.9M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
63.8KNew |
$2.07M - $2.32M
|
63.8K
$2.47M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.7K+ 270.02% |
$1.77M - $1.98M
|
74.9K
$2.9M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
42.7K+ 172.57% |
$1.38M - $1.55M
|
67.4K
$2.61M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
37.9KNew |
$1.23M - $1.38M
|
37.9K
$1.47M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8K+ 85.39% |
$935K - $1.05M
|
62.6K
$2.43M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25.7K+ 53.11% |
$832K - $932K
|
74K
$2.87M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.2KNew |
$589K - $660K
|
18.2K
$704K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$573K - $642K
|
17.7K
$685K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2K+ 54.58% |
$460K - $515K
|
40.2K
$1.56M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.6KNew |
$342K - $383K
|
10.6K
$409K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$336K - $377K
|
10.4K
$402K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.51KNew |
$243K - $273K
|
7.51K
$291K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
7.02K+ 32.22% |
$227K - $255K
|
28.8K
$1.12M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.12K+ 8.92% |
$198K - $222K
|
74.7K
$2.9M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.38KNew |
$174K - $195K
|
5.38K
$208K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.74K+ 13.35% |
$88.8K - $99.5K
|
23.3K
$901K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.18KNew |
$70.7K - $79.1K
|
2.18K
$84.5K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.49KNew |
$48.3K - $54.1K
|
1.49K
$57.8K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.34K+ 7.81% |
$43.3K - $48.5K
|
18.4K
$715K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.32K+ 9.79% |
$42.7K - $47.8K
|
14.8K
$573K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$32.4K - $36.3K
|
1K
$38.8K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
247+ 0.72% |
$8.01K - $8.97K
|
34.7K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
36+ 0.22% |
$1.17K - $1.31K
|
16.4K
$636K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
36+ 0.22% |
$1.17K - $1.31K
|
16.4K
$636K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29+ 0.18% |
$940 - $1.05K
|
15.8K
$614K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.23% |
$195 - $218
|
2.67K
$103K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$97.3 - $109
|
3
$116
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-42- 0.07% |
$1.36K - $1.53K
|
56K
$2.17M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-70- 0.12% |
$2.27K - $2.54K
|
56.3K
$2.18M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-92- 2.49% |
$2.98K - $3.34K
|
3.6K
$140K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-105- 0.44% |
$3.41K - $3.81K
|
23.5K
$912K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-109- 24.44% |
$3.53K - $3.96K
|
337
$13.1K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-302- 99.67% |
$9.79K - $11K
|
1
$38.8
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-477- 1.34% |
$15.5K - $17.3K
|
35.2K
$1.36M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-490- 6.54% |
$15.9K - $17.8K
|
7K
$271K
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-943- 0.8% |
$30.6K - $34.2K
|
116K
$4.52M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.78K- 17.29% |
$57.7K - $64.6K
|
8.52K
$330K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.92K- 6.91% |
$94.6K - $106K
|
39.3K
$1.52M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.96KClosed |
$96K - $107K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.19K- 3.41% |
$104K - $116K
|
90.3K
$3.5M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.07K- 34.57% |
$132K - $148K
|
7.7K
$299K
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-5.26K- 4.97% |
$170K - $191K
|
100K
$3.9M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.38KClosed |
$174K - $195K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.5K- 13.41% |
$178K - $200K
|
35.5K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.57KClosed |
$181K - $202K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.92KClosed |
$192K - $215K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.6K- 7.11% |
$214K - $240K
|
86.3K
$3.34M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.98KClosed |
$259K - $290K
|
0
$0
|