Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
272K+ 367.5% |
$8.82M - $9.87M
|
346K
$13.1M
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
122KNew |
$3.95M - $4.42M
|
122K
$4.6M
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
91KNew |
$2.95M - $3.3M
|
91K
$3.44M
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
72.8K+ 114.14% |
$2.36M - $2.64M
|
137K
$5.16M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
58KNew |
$1.88M - $2.11M
|
58K
$2.19M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
55K+ 9.33% |
$1.78M - $2M
|
645K
$24.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
34.4KNew |
$1.12M - $1.25M
|
34.4K
$1.3M
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
31.9KNew |
$1.04M - $1.16M
|
31.9K
$1.21M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30.5KNew |
$988K - $1.11M
|
30.5K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 82.92% |
$947K - $1.06M
|
64.4K
$2.43M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.2K+ 26.61% |
$946K - $1.06M
|
139K
$5.24M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.7K+ 25.88% |
$704K - $788K
|
106K
$3.99M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$382K - $428K
|
11.8K
$445K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$382K - $428K
|
11.8K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.21KNew |
$266K - $298K
|
8.21K
$310K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.15K+ 20.76% |
$264K - $296K
|
47.4K
$1.79M
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.11KNew |
$198K - $222K
|
6.11K
$231K
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.98KNew |
$194K - $217K
|
5.98K
$226K
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
5.61K+ 1.28% |
$182K - $204K
|
444K
$16.8M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.45KNew |
$79.6K - $89.1K
|
2.45K
$92.7K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.1K+ 3.01% |
$68K - $76.1K
|
71.7K
$2.71M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.01K+ 75.25% |
$65.1K - $72.9K
|
4.67K
$177K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.74K+ 11.01% |
$56.6K - $63.3K
|
17.6K
$664K
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.34K+ 2.39% |
$43.5K - $48.7K
|
57.4K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 7.91% |
$37.9K - $42.4K
|
15.9K
$602K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
838+ 2.91% |
$27.2K - $30.4K
|
29.6K
$1.12M
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
518+ 0.6% |
$16.8K - $18.8K
|
86.8K
$3.28M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
497+ 166.22% |
$16.1K - $18.1K
|
796
$30.1K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
440+ 1.87% |
$14.3K - $16K
|
24K
$905K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
335+ 4.79% |
$10.9K - $12.2K
|
7.33K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
189+ 1.15% |
$6.13K - $6.86K
|
16.6K
$627K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 1.3% |
$2.27K - $2.54K
|
5.45K
$206K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-197- 5.47% |
$6.39K - $7.16K
|
3.4K
$129K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-454- 1.13% |
$14.7K - $16.5K
|
39.8K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.26K- 21.44% |
$73.4K - $82.2K
|
8.29K
$313K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.96K- 5.25% |
$96K - $107K
|
53.4K
$2.02M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.17K- 28.01% |
$168K - $188K
|
13.3K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-6.65K- 23.98% |
$216K - $242K
|
21.1K
$797K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.25K- 11.17% |
$235K - $263K
|
57.6K
$2.18M
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-10.8K- 11.93% |
$350K - $391K
|
79.6K
$3.01M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.5K- 49.58% |
$374K - $419K
|
11.7K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.8K- 64.99% |
$383K - $429K
|
6.36K
$240K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12K- 60.92% |
$390K - $437K
|
7.71K
$291K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.3K- 7.56% |
$562K - $629K
|
212K
$8.01M
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-18.2K- 18.1% |
$590K - $661K
|
82.3K
$3.11M
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-21.2K- 55.85% |
$687K - $769K
|
16.7K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.8K- 30.44% |
$740K - $828K
|
52.1K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-50.6K- 75.16% |
$1.64M - $1.84M
|
16.7K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-93.5K- 20.02% |
$3.04M - $3.4M
|
374K
$14.1M
|