Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / ACTIVE US REAL
-
Number of holders
-
46
-
Total 13F shares, excl. options
-
456,116
-
Shares change
-
+1,726
-
Total reported value, excl. options
-
$42,746,662
-
Value change
-
+$291,519
-
Number of buys
-
25
-
Number of sells
-
-15
-
Price
-
$93.54
Significant Holders of INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) as of Q1 2021
51 filings reported holding PSR - INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL as of Q1 2021.
INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 456,116 shares
.
Largest 10 shareholders include Change Path, LLC (100,825 shares), Brio Consultants, LLC (87,861 shares), GeoWealth Management, LLC (40,847 shares), LPL Financial LLC (20,626 shares), AVANTAX ADVISORY SERVICES, INC. (19,461 shares), ADVISOR GROUP HOLDINGS, INC. (18,571 shares), BEAM Asset Management, LLC (17,670 shares), Cambridge Investment Research Advisors, Inc. (11,861 shares), Steward Partners Investment Advisory, LLC (10,297 shares), and Field & Main Bank (10,150 shares).
This table shows the top 46 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.