Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
210,480
-
Shares change
-
-6,161
-
Total reported value, excl. options
-
$5,523,168
-
Value change
-
-$179,386
-
Number of buys
-
7
-
Number of sells
-
-7
-
Price
-
$26.24
Significant Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q4 2018
20 filings reported holding PHDG - INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID as of Q4 2018.
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 210,480 shares
.
Largest 10 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (37,153 shares), Patten Group, Inc. (29,570 shares), Arete Wealth Advisors, LLC (23,520 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (23,332 shares), NATIXIS (20,023 shares), UBS Group AG (18,207 shares), COMMONWEALTH EQUITY SERVICES, LLC (16,062 shares), LPL Financial LLC (13,022 shares), American Portfolios Advisors (11,211 shares), and LADENBURG THALMANN FINANCIAL SERVICES INC. (4,990 shares).
This table shows the top 18 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.