Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
34.3KNew |
$1.26M - $1.35M
|
34.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 76.37% |
$822K - $876K
|
51.5K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
19.7KNew |
$726K - $773K
|
19.7K
$764K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.3K+ 319.85% |
$528K - $562K
|
18.8K
$729K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
14.1K+ 15.15% |
$518K - $552K
|
107K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
$359K - $383K
|
9.75K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.93K+ 17.88% |
$292K - $311K
|
52.3K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.26KNew |
$231K - $246K
|
6.26K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.6K+ 5.94% |
$206K - $220K
|
99.9K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.85K+ 14.09% |
$179K - $190K
|
39.2K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.67K+ 4.35% |
$172K - $183K
|
112K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.14K+ 57.0% |
$152K - $162K
|
11.4K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.28K+ 9.94% |
$121K - $129K
|
36.3K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 3.13% |
$99.4K - $106K
|
88.9K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
602+ 3.15% |
$22.2K - $23.6K
|
19.7K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 3.2% |
$2.21K - $2.36K
|
1.93K
$74.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43+ 0.63% |
$1.58K - $1.69K
|
6.91K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
38+ 1.97% |
$1.4K - $1.49K
|
1.97K
$76.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.57% |
$184 - $196
|
885
$34.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$147 - $157
|
4
$155
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-34- 1.24% |
$1.25K - $1.33K
|
2.71K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55- 0.26% |
$2.03K - $2.16K
|
21.4K
$828K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-77- 14.69% |
$2.84K - $3.02K
|
447
$17.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-92- 1.47% |
$3.39K - $3.61K
|
6.17K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-167- 0.94% |
$6.16K - $6.56K
|
17.6K
$684K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-185- 0.46% |
$6.82K - $7.26K
|
40.3K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-340- 4.37% |
$12.5K - $13.3K
|
7.44K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-616- 1.64% |
$22.7K - $24.2K
|
37K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-644- 1.15% |
$23.7K - $25.3K
|
55.2K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-872- 1.55% |
$32.1K - $34.2K
|
55.3K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.56K- 11.9% |
$57.4K - $61.1K
|
11.5K
$447K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.74K- 9.25% |
$64.2K - $68.4K
|
17.1K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.77K- 0.5% |
$65.4K - $69.6K
|
352K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.99K- 16.31% |
$184K - $196K
|
25.6K
$992K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.11K- 6.55% |
$188K - $201K
|
73K
$2.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.44K- 19.7% |
$311K - $331K
|
34.4K
$1.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-73.9K- 19.05% |
$2.72M - $2.9M
|
314K
$12.2M
|