Invesco Actively Managed ETF

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Sort by

Geneos Wealth Management Inc.

DECREASED

Shares9,172 from 11,102

Change-1,930 (-17%)

Value$152.4K (-$32.5K)

Filed 2023-08-08

IFP Advisors, Inc

UNCHANGED

Shares303 from 303

Change0 (0%)

Value$5.0K (+$782)

Filed 2023-08-14

Equitable Holdings, Inc.

CLOSED

Shares0 from 45,554

Change-45,554 (-100%)

Value$0 (-$758.9K)

Filed 2023-08-15

LPL Financial LLC

CLOSED

Shares0 from 29,834

Change-29,834 (-100%)

Value$0 (-$497.0K)

Filed 2023-07-31

HF Advisory Group, LLC

CLOSED

Shares0 from 25,074

Change-25,074 (-100%)

Value$0 (-$417.7K)

Filed 2023-07-20

Private Advisor Group, LLC

CLOSED

Shares0 from 14,503

Change-14,503 (-100%)

Value$0 (-$241.6K)

Filed 2023-08-10

Thoroughbred Financial Services, LLC

CLOSED

Shares0 from 14,385

Change-14,385 (-100%)

Value$0 (-$239)

Filed 2023-08-03

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 12,925

Change-12,925 (-100%)

Value$0 (-$215)

Filed 2023-08-15

Osaic Holdings, Inc.

CLOSED

Shares0 from 11,500

Change-11,500 (-100%)

Value$0 (-$191.7K)

Filed 2023-08-21

Susquehanna International Group, LLP

CLOSED

Shares0 from 10,026

Change-10,026 (-100%)

Value$0 (-$167.0K)

Filed 2023-08-11

Advisory Services Network, LLC

CLOSED

Shares0 from 4,868

Change-4,868 (-100%)

Value$0 (-$81.1K)

Filed 2023-08-09

UBS Group AG

CLOSED

Shares0 from 2,887

Change-2,887 (-100%)

Value$0 (-$48.1K)

Filed 2023-08-11

Key FInancial Inc

CLOSED

Shares0 from 1,068

Change-1,068 (-100%)

Value$0 (-$17.8K)

Filed 2023-07-28

Ameritas Advisory Services, LLC

CLOSED

Shares0 from 644

Change-644 (-100%)

Value$0 (-$10.9K)

Filed 2023-07-25

Harbour Investments, Inc.

CLOSED

Shares0 from 397

Change-397 (-100%)

Value$0 (-$6.6K)

Filed 2023-08-15

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$5.0K)

Filed 2023-07-28

Mascoma Wealth Management LLC

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$452)

Filed 2023-08-09

Wells Fargo & Company

CLOSED

Shares0 from 0

Change0

Value$0 (-$13)

Filed 2023-08-15

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

	Status
Geneos Wealth Management Inc.	DECREASED	9,172	11,102	-1,930	-17%	$185.0K	$152.4K	-$32.5K	2023-08-08
IFP Advisors, Inc	UNCHANGED	303	303	0	0%	$4.2K	$5.0K	+$782	2023-08-14
Equitable Holdings, Inc.	CLOSED	0	45,554	-45,554	-100%	$758.9K	$0	-$758.9K	2023-08-15
LPL Financial LLC	CLOSED	0	29,834	-29,834	-100%	$497.0K	$0	-$497.0K	2023-07-31
HF Advisory Group, LLC	CLOSED	0	25,074	-25,074	-100%	$417.7K	$0	-$417.7K	2023-07-20
Private Advisor Group, LLC	CLOSED	0	14,503	-14,503	-100%	$241.6K	$0	-$241.6K	2023-08-10
Thoroughbred Financial Services, LLC	CLOSED	0	14,385	-14,385	-100%	$239	$0	-$239	2023-08-03
Integrated Wealth Concepts LLC	CLOSED	0	12,925	-12,925	-100%	$215	$0	-$215	2023-08-15
Osaic Holdings, Inc.	CLOSED	0	11,500	-11,500	-100%	$191.7K	$0	-$191.7K	2023-08-21
Susquehanna International Group, LLP	CLOSED	0	10,026	-10,026	-100%	$167.0K	$0	-$167.0K	2023-08-11
Advisory Services Network, LLC	CLOSED	0	4,868	-4,868	-100%	$81.1K	$0	-$81.1K	2023-08-09
UBS Group AG	CLOSED	0	2,887	-2,887	-100%	$48.1K	$0	-$48.1K	2023-08-11
Key FInancial Inc	CLOSED	0	1,068	-1,068	-100%	$17.8K	$0	-$17.8K	2023-07-28
Ameritas Advisory Services, LLC	CLOSED	0	644	-644	-100%	$10.9K	$0	-$10.9K	2023-07-25
Harbour Investments, Inc.	CLOSED	0	397	-397	-100%	$6.6K	$0	-$6.6K	2023-08-15
Capital Investment Advisory Services, LLC	CLOSED	0	300	-300	-100%	$5.0K	$0	-$5.0K	2023-07-28
Mascoma Wealth Management LLC	CLOSED	0	27	-27	-100%	$452	$0	-$452	2023-08-09
Wells Fargo & Company	CLOSED	0	0	0	—	$13	$0	-$13	2023-08-15
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2023-08-10

Showing 19 of 19 institutions