PHDG — Invesco Actively Managed Exc 机构持仓 · 2026年Q2

Name: 谁持有 PHDG？43 家机构、5,163 万美元（2026年Q2）
Creator: ko.io

谁持有 Invesco Actively Managed Exc（PHDG）？2026年Q2（报告期截至 2026-06-30）共有 43 家机构在 SEC 13F 申报中报告持有，合计 5,162.98 万美元。前几大持有机构：AE Wealth Management LLC（1,080.00 万美元）、First PREMIER Bank（1,070.00 万美元）、LPL Financial LLC（340.00 万美元）。

排名	机构	市值	股数	变动
1	AE Wealth Management LLC	$10.8M	263,698	增持
2	First PREMIER Bank	$10.7M	262,005	减持
3	LPL Financial LLC	$3.4M	83,340	增持
4	Blueprint Investment Partners LLC	$3.2M	77,234	增持
5	Blueprint Financial Advisors LLC	$3.2M	77,234	增持
6	Asset Allocation Strategies LLC	$2.4M	58,853	减持
7	WFA of San Diego, LLC	$2.0M	48,254	减持
8	OLD MISSION CAPITAL LLC	$1.8M	43,871	增持
9	Private Advisor Group, LLC	$1.6M	39,201	减持
10	Kovack Advisors, Inc.	$1.4M	32,924	减持
11	MORGAN STANLEY	$1.3M	32,638	增持
12	JANE STREET GROUP, LLC	$1.1M	28,005	新建仓
13	First Growth Capital LLC	$1.1M	26,298	增持
14	January Capital Advisors LLC	$963,891	23,544	减持
15	Royal Bank of Canada	$852,000	20,825	增持
16	Family Capital Management, Inc.	$820,806	20,049	持平
17	BANK OF AMERICA CORP /DE/	$664,211	16,224	减持
18	Darwin Wealth Management, LLC	$658,040	16,073	减持
19	AXXCESS WEALTH MANAGEMENT, LLC	$658,040	16,073	新建仓
20	Stratos Wealth Partners, LTD.	$530,374	12,954	减持
21	Orion Porfolio Solutions, LLC	$526,514	12,861	减持
22	Connecticut Wealth Management, LLC	$429,152	10,482	持平
23	Grant Private Wealth Management Inc	$279,375	6,824	减持
24	OSAIC HOLDINGS, INC.	$266,757	6,514	增持
25	ENVESTNET ASSET MANAGEMENT INC	$232,323	5,675	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30