Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Total 13F shares
-
2,239,336
-
Share change
-
+546,303
-
Total reported value
-
$79,526,638
-
Price per share
-
$35.55
-
Number of holders
-
51
-
Value change
-
+$19,513,772
-
Number of buys
-
35
-
Number of sells
-
13
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q2 2021
As of 30 Jun 2021,
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,239,336 shares.
The largest 10 holders included
First PREMIER Bank, LPL Financial LLC, Garrett Investment Advisors LLC, Advisor Resource Council, CWM, LLC, Beta Wealth Group, Inc., WFA of San Diego, LLC, Congress Park Capital LLC, Stratos Wealth Partners, LTD., and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| 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.