Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Number of holders
-
51
-
Total 13F shares, excl. options
-
2,239,336
-
Shares change
-
+546,303
-
Total reported value, excl. options
-
$79,526,638
-
Value change
-
+$19,513,772
-
Number of buys
-
35
-
Number of sells
-
-13
-
Price
-
$35.55
Significant Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q2 2021
56 filings reported holding PHDG - INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID as of Q2 2021.
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,239,336 shares
.
Largest 10 shareholders include First PREMIER Bank (347,691 shares), LPL Financial LLC (254,188 shares), Garrett Investment Advisors LLC (170,259 shares), Advisor Resource Council (131,788 shares), CWM, LLC (124,103 shares), Beta Wealth Group, Inc. (102,080 shares), WFA of San Diego, LLC (96,981 shares), Congress Park Capital LLC (94,347 shares), Stratos Wealth Partners, LTD. (74,151 shares), and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (70,747 shares).
This table shows the top 51 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.