Purchases and Sales Made in Q1 2025 in Invesco Actively Managed ETF F (VRIG)
This table provides information about the institutional ownership of Invesco Actively Managed ETF F (VRIG) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY MANAGED ETF F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$307K - $308K
|
12.2K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
11.4K+ 9.61% |
$286K - $288K
|
130K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2K+ 9.48% |
$281K - $282K
|
129K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.7K+ 92.17% |
$269K - $270K
|
22.4K
$561K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.81KNew |
$246K - $247K
|
9.81K
$246K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
9.79KNew |
$245K - $247K
|
9.79K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.6K+ 100.0% |
$241K - $242K
|
19.2K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.94K+ 1.63% |
$174K - $175K
|
432K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.92K+ 31.93% |
$173K - $174K
|
28.6K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.51KNew |
$163K - $164K
|
6.51K
$163K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6.47K+ 1.22% |
$162K - $163K
|
535K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.65K+ 6.97% |
$142K - $142K
|
86.7K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.27K+ 105360.0% |
$132K - $133K
|
5.27K
$132K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.08K+ 1.16% |
$127K - $128K
|
444K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.23K+ 31.84% |
$106K - $107K
|
17.5K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.07K+ 9.63% |
$102K - $102K
|
46.3K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.78K+ 94.93% |
$94.8K - $95.3K
|
7.77K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.66K+ 20.16% |
$91.6K - $92.1K
|
21.8K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.23K+ 258.16% |
$80.9K - $81.3K
|
4.48K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.14K+ 10.62% |
$78.7K - $79.1K
|
32.7K
$820K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.05K+ 7.4% |
$76.5K - $76.9K
|
44.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.89K+ 44.76% |
$72.5K - $72.9K
|
9.36K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.51K+ 2.34% |
$63K - $63.3K
|
110K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2KNew |
$50.1K - $50.4K
|
2K
$50.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.99KNew |
$49.9K - $50.2K
|
1.99K
$49.9K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.55K+ 1.69% |
$38.9K - $39.1K
|
93.7K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.26K+ 3.65% |
$31.6K - $31.7K
|
35.8K
$896K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.12K+ 2.66% |
$28K - $28.2K
|
43.1K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.05KNew |
$26.2K - $26.3K
|
1.05K
$26.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
947New |
$23.7K - $23.9K
|
947
$23.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
766+ 9.37% |
$19.2K - $19.3K
|
8.94K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
757New |
$19K - $19.1K
|
757
$19K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
738+ 2.62% |
$18.5K - $18.6K
|
28.9K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
549New |
$13.8K - $13.8K
|
549
$13.8K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
305+ 2.42% |
$7.64K - $7.68K
|
12.9K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
298New |
$7.47K - $7.51K
|
298
$7.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
291New |
$7.29K - $7.33K
|
291
$7.29K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
269+ 1.63% |
$6.74K - $6.78K
|
16.8K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
201+ 1.15% |
$5.04K - $5.06K
|
17.7K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
178+ 0.16% |
$4.46K - $4.48K
|
114K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
161+ 0.52% |
$4.03K - $4.06K
|
31.4K
$786K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
140+ 1.27% |
$3.51K - $3.53K
|
11.2K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
95New |
$2.38K - $2.39K
|
95
$2.38K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
59+ 27.57% |
$1.48K - $1.49K
|
273
$6.84K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
29+ 0.24% |
$727 - $731
|
12.3K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 0.05% |
$601 - $605
|
50.1K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.01% |
$150 - $151
|
40.5K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$100 - $101
|
8.89K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-34- 0.02% |
$852 - $856
|
154K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-74- 0.02% |
$1.85K - $1.86K
|
389K
$9.75M
|