Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Number of holders
-
53
-
Total 13F shares, excl. options
-
2,848,336
-
Shares change
-
+733,103
-
Total reported value, excl. options
-
$102,316,545
-
Value change
-
+$26,812,965
-
Number of buys
-
32
-
Number of sells
-
-15
-
Price
-
$35.73
Significant Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q3 2021
56 filings reported holding PHDG - INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID as of Q3 2021.
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,848,336 shares
.
Largest 10 shareholders include LPL Financial LLC (467,903 shares), First PREMIER Bank (387,846 shares), WealthPLAN Partners, LLC (243,026 shares), Garrett Investment Advisors LLC (178,562 shares), Congress Park Capital LLC (112,733 shares), Beta Wealth Group, Inc. (101,685 shares), Strategic Wealth Advisors Group, LLC (101,387 shares), MML INVESTORS SERVICES, LLC (93,321 shares), WFA of San Diego, LLC (93,232 shares), and Stratos Wealth Partners, LTD. (75,802 shares).
This table shows the top 53 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.