Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
332KNew |
$10.5M - $11.8M
|
332K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
191KNew |
$6.06M - $6.79M
|
191K
$7.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
191K+ 296.6% |
$6.05M - $6.79M
|
255K
$9.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
177KNew |
$5.61M - $6.29M
|
177K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
136KNew |
$4.32M - $4.85M
|
136K
$5.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
91.1KNew |
$2.89M - $3.24M
|
91.1K
$3.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
69.8K+ 51.09% |
$2.21M - $2.48M
|
206K
$7.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 76.36% |
$1.4M - $1.56M
|
102K
$3.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
39.9KNew |
$1.27M - $1.42M
|
39.9K
$1.55M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35.8KNew |
$1.14M - $1.27M
|
35.8K
$1.39M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
34.9KNew |
$1.11M - $1.24M
|
34.9K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
32.1K+ 39.03% |
$1.02M - $1.14M
|
114K
$4.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.3K+ 626.18% |
$676K - $758K
|
24.7K
$957K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 110.08% |
$614K - $688K
|
36.9K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18KNew |
$570K - $639K
|
18K
$696K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
17.5K+ 19.22% |
$555K - $622K
|
108K
$4.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17.2K+ 4.98% |
$547K - $613K
|
363K
$14.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1K+ 15.28% |
$512K - $573K
|
122K
$4.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.4KNew |
$426K - $477K
|
13.4K
$520K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13.4KNew |
$424K - $475K
|
13.4K
$518K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 77.31% |
$326K - $365K
|
23.5K
$912K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.6K+ 17.98% |
$304K - $341K
|
63K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.66K+ 16.16% |
$243K - $272K
|
55.1K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.88KNew |
$218K - $245K
|
6.88K
$267K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.39K+ 7.57% |
$139K - $156K
|
62.3K
$2.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.86K+ 1.79% |
$90.6K - $102K
|
163K
$6.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.87K+ 2.35% |
$59.2K - $66.4K
|
81.4K
$3.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33KNew |
$42.1K - $47.2K
|
1.33K
$51.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16KNew |
$36.8K - $41.2K
|
1.16K
$44.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.06K+ 17.64% |
$33.5K - $37.5K
|
7.04K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
969+ 6.08% |
$30.7K - $34.4K
|
16.9K
$655K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
875+ 1.52% |
$27.8K - $31.1K
|
58.3K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
817New |
$25.9K - $29K
|
817
$31.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
578New |
$18.3K - $20.5K
|
578
$22.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
576+ 23.47% |
$18.3K - $20.5K
|
3.03K
$117K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
167New |
$5.3K - $5.94K
|
167
$6.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
160New |
$5.08K - $5.69K
|
160
$6.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50+ 0.68% |
$1.59K - $1.78K
|
7.38K
$286K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 0.68% |
$1.02K - $1.14K
|
4.71K
$182K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 1.29% |
$2.22K - $2.49K
|
5.38K
$208K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 11.04% |
$4.44K - $4.98K
|
1.13K
$43.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-217- 0.25% |
$6.88K - $7.71K
|
86.6K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-870- 5.25% |
$27.6K - $30.9K
|
15.7K
$609K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.87K- 30.62% |
$59.4K - $66.5K
|
4.24K
$164K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.91K- 4.81% |
$60.6K - $67.9K
|
37.8K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.23K- 27.16% |
$70.7K - $79.3K
|
5.98K
$232K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.4K- 10.66% |
$108K - $121K
|
28.5K
$1.1M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-5.83K- 1.31% |
$185K - $207K
|
439K
$17M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.66K- 25.86% |
$243K - $272K
|
22K
$851K
|