INVESCO ACTIVELY MANAGED EXC

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PHDG·46090A705·US·ETF

PHDG (INVESCO ACTIVELY MANAGED EXC) is held by 12 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($10.8M), LPL Financial LLC ($3.4M), Private Advisor Group, LLC ($1.6M). Net institutional sentiment: Mixed.

12

Holders

(2 Elite)

$21.7M

Total Value

44% (16)

Consensus

7 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)84

Activist (13D/13G)42

Congressional (STOCK Act)50

Holder Quality

30

★★★★★

Elite

80

★★★★

Strong

38

★★★

Solid

76

★★

Below

81

★

Weak

Held by 12 funds

2 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PHDG.

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	263,698(+3295x)	$10.8M	0.1%	+2.54%	45
LPL Financial LLC	Increased	83,340(+4.9%)	$3.4M	0.0%	+21.76%	28
Private Advisor Group, LLC	Decreased	39,201(-3.4%)	$1.6M	0.0%	+29.05%	0
MORGAN STANLEY	Increased	32,638(+2993.7%)	$1.3M	0.0%	+2.94%	41
JANE STREET GROUP, LLC	New	28,005	$1.1M	0.0%	+2.53%	35
ROYAL BANK OF CANADA	Increased	20,825(+3.3%)	$852,000	0.0%	+18.02%	26
BANK OF AMERICA CORP /DE/	Decreased	16,224(-0.9%)	$664,211	0.0%	+19.30%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	16,073	$658,040	0.0%	+2.53%	34
OPOrion Porfolio Solutions, LLC	Decreased	12,861(-3.0%)	$526,514	0.0%	+26.42%	0
OSAIC HOLDINGS, INC.	Increased	6,514(+51.5%)	$266,757	0.0%	+16.52%	32
ENVESTNET ASSET MANAGEMENT INC	Decreased	5,675(-9.3%)	$232,323	0.0%	+17.26%	0
UBS Group AG	Decreased	4,270(-64.5%)	$174,814	0.0%	+28.46%	0
Mariner, LLC	Exited	0(-100.0%)	$501,423	0.0%	+32.76%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$1.4M	0.0%	+13.61%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$1.2M	0.0%	+13.16%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$3,779	0.0%	+11.26%	0

PHDGINVESCO ACTIVELY MANAGED EXC

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer