Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
779,718
-
Shares change
-
-14,246
-
Total reported value, excl. options
-
$21,904,108
-
Value change
-
-$394,914
-
Number of buys
-
7
-
Number of sells
-
-8
-
Price
-
$28.09
Significant Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q2 2019
18 filings reported holding PHDG - INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID as of Q2 2019.
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 779,718 shares
.
Largest 10 shareholders include TMD & ASSOCIATES, INC (617,074 shares), Patten Group, Inc. (38,937 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (23,537 shares), NATIXIS (16,791 shares), UBS Group AG (15,954 shares), COMMONWEALTH EQUITY SERVICES, LLC (15,309 shares), Stratos Wealth Partners, LTD. (13,579 shares), LPL Financial LLC (11,795 shares), American Portfolios Advisors (11,252 shares), and LADENBURG THALMANN FINANCIAL SERVICES INC. (6,675 shares).
This table shows the top 15 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.