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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
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geneos Wealth Management Inc.
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$34.9K (-$178)
Filed 2023-08-08
LPL Financial LLC
CLOSED
Shares0 from 190,142
Change-190,142 (-100%)
Value$0 (-$2.6M)
Filed 2023-07-31
Susquehanna International Group, LLP
CLOSED
Shares0 from 56,107
Change-56,107 (-100%)
Value$0 (-$772.2K)
Filed 2023-08-11
HF Advisory Group, LLC
CLOSED
Shares0 from 45,365
Change-45,365 (-100%)
Value$0 (-$624.3K)
Filed 2023-07-20
Osaic Holdings, Inc.
CLOSED
Shares0 from 16,896
Change-16,896 (-100%)
Value$0 (-$232.7K)
Filed 2023-08-21
Cetera Investment Advisers
CLOSED
Shares0 from 13,155
Change-13,155 (-100%)
Value$0 (-$181.0K)
Filed 2023-08-10
Kestra Advisory Services, LLC
CLOSED
Shares0 from 11,506
Change-11,506 (-100%)
Value$0 (-$158.3K)
Filed 2023-08-11
Harbour Investments, Inc.
CLOSED
Shares0 from 4,635
Change-4,635 (-100%)
Value$0 (-$63.8K)
Filed 2023-08-15
UBS Group AG
CLOSED
Shares0 from 3,652
Change-3,652 (-100%)
Value$0 (-$50.3K)
Filed 2023-08-11
Coastal Capital Group, Inc.
CLOSED
Shares0 from 2,505
Change-2,505 (-100%)
Value$0 (-$34.5K)
Filed 2023-07-27
Sunbelt Securities, Inc.
CLOSED
Shares0 from 2,362
Change-2,362 (-100%)
Value$0 (-$32.3K)
Filed 2023-08-16
Venturi Wealth Management, LLC
CLOSED
Shares0 from 1,769
Change-1,769 (-100%)
Value$0 (-$24.3K)
Filed 2023-07-24
Advisory Services Network, LLC
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$5.1K)
Filed 2023-08-09
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.
UNCHANGED2,5492,54900%$35.1K$34.9K-$1782023-08-08
LPL Financial LLC
CLOSED0190,142-190,142-100%$2.6M$0-$2.6M2023-07-31
Susquehanna International Group, LLP
CLOSED056,107-56,107-100%$772.2K$0-$772.2K2023-08-11
HF Advisory Group, LLC
CLOSED045,365-45,365-100%$624.3K$0-$624.3K2023-07-20
Osaic Holdings, Inc.
CLOSED016,896-16,896-100%$232.7K$0-$232.7K2023-08-21
Cetera Investment Advisers
CLOSED013,155-13,155-100%$181.0K$0-$181.0K2023-08-10
Kestra Advisory Services, LLC
CLOSED011,506-11,506-100%$158.3K$0-$158.3K2023-08-11
Harbour Investments, Inc.
CLOSED04,635-4,635-100%$63.8K$0-$63.8K2023-08-15
UBS Group AG
CLOSED03,652-3,652-100%$50.3K$0-$50.3K2023-08-11
Coastal Capital Group, Inc.
CLOSED02,505-2,505-100%$34.5K$0-$34.5K2023-07-27
Sunbelt Securities, Inc.
CLOSED02,362-2,362-100%$32.3K$0-$32.3K2023-08-16
Venturi Wealth Management, LLC
CLOSED01,769-1,769-100%$24.3K$0-$24.3K2023-07-24
Advisory Services Network, LLC
CLOSED0371-371-100%$5.1K$0-$5.1K2023-08-09
Proequities, Inc.
CLOSED000—$0$0$02023-08-10
Wells Fargo & Company
CLOSED000—$1$0-$12023-08-15
Showing 15 of 15 institutions