Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
1,553,595
-
Shares change
-
+50,248
-
Total reported value, excl. options
-
$52,627,346
-
Value change
-
+$1,787,822
-
Number of buys
-
26
-
Number of sells
-
-18
-
Price
-
$33.73
Significant Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q1 2021
49 filings reported holding PHDG - INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID as of Q1 2021.
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,553,595 shares
.
Largest 10 shareholders include LPL Financial LLC (241,437 shares), Garrett Investment Advisors LLC (168,467 shares), First PREMIER Bank (158,075 shares), CWM, LLC (124,103 shares), Beta Wealth Group, Inc. (98,107 shares), Congress Park Capital LLC (88,870 shares), Stratos Wealth Partners, LTD. (66,251 shares), V2 Financial group LLC (57,693 shares), BAKER TILLY WEALTH MANAGEMENT, LLC (46,400 shares), and ATRIA INVESTMENTS LLC (42,738 shares).
This table shows the top 40 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.