Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
1,365,029
-
Shares change
-
-444,083
-
Total reported value, excl. options
-
$50,820,849
-
Value change
-
-$16,319,151
-
Number of buys
-
15
-
Number of sells
-
-26
-
Price
-
$37.24
Significant Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q3 2025
49 filings reported holding PHDG - INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID as of Q3 2025.
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,365,029 shares
.
Largest 10 shareholders include First PREMIER Bank (324,613 shares), Asset Allocation Strategies LLC (103,841 shares), Geneos Wealth Management Inc. (91,464 shares), LPL Financial LLC (85,944 shares), Blueprint Investment Partners LLC (84,961 shares), Blueprint Financial Advisors LLC (84,906 shares), Lunt Capital Management, Inc. (58,593 shares), Darwin Wealth Management, LLC (56,215 shares), Private Advisor Group, LLC (51,911 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (41,081 shares).
This table shows the top 43 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.