Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Number of holders
-
64
-
Total 13F shares, excl. options
-
4,608,127
-
Shares change
-
+1,359,341
-
Total reported value, excl. options
-
$174,738,160
-
Value change
-
+$51,939,469
-
Number of buys
-
41
-
Number of sells
-
-15
-
Price
-
$38.07
Significant Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q4 2021
71 filings reported holding PHDG - INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID as of Q4 2021.
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,608,127 shares
.
Largest 10 shareholders include LPL Financial LLC (611,945 shares), CWM, LLC (476,064 shares), First PREMIER Bank (404,096 shares), Cassia Capital Partners, LLC (277,516 shares), WealthPLAN Partners, LLC (254,721 shares), Strategic Wealth Advisors Group, LLC (213,977 shares), Garrett Investment Advisors LLC (209,932 shares), January Capital Advisors LLC (187,210 shares), ADVISOR GROUP HOLDINGS, INC. (146,143 shares), and Dynamic Advisor Solutions LLC (143,405 shares).
This table shows the top 64 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.