17 institutions reported holding $31.9M of INVESCO ACTIVELY MANAGED EXC (PHDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($10.8M), First PREMIER Bank ($10.7M), Blueprint Investment Partners LLC ($3.2M), Private Advisor Group, LLC ($1.6M), Kovack Advisors, Inc. ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $10.8M | 263,698 | Added |
| 2 | First PREMIER Bank | $10.7M | 262,005 | Trimmed |
| 3 | Blueprint Investment Partners LLC | $3.2M | 77,234 | Added |
| 4 | Private Advisor Group, LLC | $1.6M | 39,201 | Trimmed |
| 5 | Kovack Advisors, Inc. | $1.4M | 32,924 | Trimmed |
| 6 | First Growth Capital LLC | $1.1M | 26,298 | Added |
| 7 | Family Capital Management, Inc. | $820,806 | 20,049 | Hold |
| 8 | Darwin Wealth Management, LLC | $658,040 | 16,073 | Trimmed |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $658,040 | 16,073 | New |
| 10 | Connecticut Wealth Management, LLC | $429,152 | 10,482 | Hold |
| 11 | Grant Private Wealth Management Inc | $279,375 | 6,824 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $232,323 | 5,675 | Trimmed |
| 13 | HHM Wealth Advisors, LLC | $124,949 | 3,052 | Hold |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1,151 | 28 | Hold |
| 15 | Creative Capital Management Investments LLC | $164 | 4 | Hold |
| 16 | DHJJ Financial Advisors, Ltd. | $82 | 2 | Hold |
| 17 | Lunt Capital Management, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30