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Invesco Actively Managed ETF

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geneos Wealth Management Inc.
DECREASED
Shares8,311 from 10,128
Change-1,817 (-18%)
Value$122.9K (-$27.7K)
Filed 2023-08-08
LPL Financial LLC
CLOSED
Shares0 from 152,862
Change-152,862 (-100%)
Value$0 (-$2.3M)
Filed 2023-07-31
Retireful, LLC
CLOSED
Shares0 from 112,480
Change-112,480 (-100%)
Value$0 (-$1.7M)
Filed 2023-07-11
Denver Wealth Management, Inc.
CLOSED
Shares0 from 94,968
Change-94,968 (-100%)
Value$0 (-$1.4M)
Filed 2023-07-17
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 32,013
Change-32,013 (-100%)
Value$0 (-$476)
Filed 2023-07-13
Equitable Holdings, Inc.
CLOSED
Shares0 from 25,660
Change-25,660 (-100%)
Value$0 (-$382.3K)
Filed 2023-08-15
Osaic Holdings, Inc.
CLOSED
Shares0 from 23,200
Change-23,200 (-100%)
Value$0 (-$345.5K)
Filed 2023-08-21
Susquehanna International Group, LLP
CLOSED
Shares0 from 18,521
Change-18,521 (-100%)
Value$0 (-$275.5K)
Filed 2023-08-11
Cetera Investment Advisers
CLOSED
Shares0 from 18,041
Change-18,041 (-100%)
Value$0 (-$268.3K)
Filed 2023-08-10
Private Advisor Group, LLC
CLOSED
Shares0 from 14,717
Change-14,717 (-100%)
Value$0 (-$218.9K)
Filed 2023-08-10
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 12,254
Change-12,254 (-100%)
Value$0 (-$182)
Filed 2023-08-10
Fifth Third Securities, Inc.
CLOSED
Shares0 from 11,359
Change-11,359 (-100%)
Value$0 (-$169.0K)
Filed 2023-07-19
National Bank of Canada
CLOSED
Shares0 from 10,075
Change-10,075 (-100%)
Value$0 (-$150.9K)
Filed 2023-07-26
Royal Bank of Canada
CLOSED
Shares0 from 4,146
Change-4,146 (-100%)
Value$0 (-$62.0K)
Filed 2023-08-14
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 3,774
Change-3,774 (-100%)
Value$0 (-$56.7K)
Filed 2023-07-25
UBS Group AG
CLOSED
Shares0 from 1,912
Change-1,912 (-100%)
Value$0 (-$28.4K)
Filed 2023-08-11
Sunbelt Securities, Inc.
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 (-$12.0K)
Filed 2023-08-16
Global Retirement Partners, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$12.0K)
Filed 2023-07-20
Spire Wealth Management
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$3.2K)
Filed 2023-08-09
Advisory Services Network, LLC
CLOSED
Shares0 from 163
Change-163 (-100%)
Value$0 (-$2.4K)
Filed 2023-08-09
ICA Group Wealth Management, LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$491)
Filed 2023-08-11
Key FInancial Inc
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$461)
Filed 2023-07-28
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Wells Fargo & Company
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2023-08-15
Status
Geneos Wealth Management Inc.
DECREASED8,31110,128-1,817-18%$150.6K$122.9K-$27.7K2023-08-08
LPL Financial LLC
CLOSED0152,862-152,862-100%$2.3M$0-$2.3M2023-07-31
Retireful, LLC
CLOSED0112,480-112,480-100%$1.7M$0-$1.7M2023-07-11
Denver Wealth Management, Inc.
CLOSED094,968-94,968-100%$1.4M$0-$1.4M2023-07-17
Cambridge Investment Research Advisors, Inc.
CLOSED032,013-32,013-100%$476$0-$4762023-07-13
Equitable Holdings, Inc.
CLOSED025,660-25,660-100%$382.3K$0-$382.3K2023-08-15
Osaic Holdings, Inc.
CLOSED023,200-23,200-100%$345.5K$0-$345.5K2023-08-21
Susquehanna International Group, LLP
CLOSED018,521-18,521-100%$275.5K$0-$275.5K2023-08-11
Cetera Investment Advisers
CLOSED018,041-18,041-100%$268.3K$0-$268.3K2023-08-10
Private Advisor Group, LLC
CLOSED014,717-14,717-100%$218.9K$0-$218.9K2023-08-10
Commonwealth Equity Services, LLC
CLOSED012,254-12,254-100%$182$0-$1822023-08-10
Fifth Third Securities, Inc.
CLOSED011,359-11,359-100%$169.0K$0-$169.0K2023-07-19
National Bank of Canada
CLOSED010,075-10,075-100%$150.9K$0-$150.9K2023-07-26
Royal Bank of Canada
CLOSED04,146-4,146-100%$62.0K$0-$62.0K2023-08-14
Ameritas Advisory Services, LLC
CLOSED03,774-3,774-100%$56.7K$0-$56.7K2023-07-25
UBS Group AG
CLOSED01,912-1,912-100%$28.4K$0-$28.4K2023-08-11
Sunbelt Securities, Inc.
CLOSED0810-810-100%$12.0K$0-$12.0K2023-08-16
Global Retirement Partners, LLC
CLOSED0800-800-100%$12.0K$0-$12.0K2023-07-20
Spire Wealth Management
CLOSED0216-216-100%$3.2K$0-$3.2K2023-08-09
Advisory Services Network, LLC
CLOSED0163-163-100%$2.4K$0-$2.4K2023-08-09
ICA Group Wealth Management, LLC
CLOSED033-33-100%$491$0-$4912023-08-11
Key FInancial Inc
CLOSED031-31-100%$461$0-$4612023-07-28
Proequities, Inc.
CLOSED000—$0$0$02023-08-10
Wells Fargo & Company
CLOSED000—$1$0-$12023-08-15
Showing 24 of 24 institutions