Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / TOTAL RETURN
-
Number of holders
-
89
-
Total 13F shares, excl. options
-
7,437,314
-
Shares change
-
+1,582,872
-
Total reported value, excl. options
-
$416,622,233
-
Value change
-
+$88,443,591
-
Number of buys
-
52
-
Number of sells
-
-34
-
Price
-
$56.02
Significant Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q1 2021
97 filings reported holding GTO - INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN as of Q1 2021.
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,437,314 shares
.
Largest 10 shareholders include ADVISOR GROUP HOLDINGS, INC. (767,146 shares), LPL Financial LLC (737,427 shares), Spire Wealth Management (527,348 shares), ENVESTNET ASSET MANAGEMENT INC (462,117 shares), Beaumont Financial Partners, LLC (388,313 shares), MERCER GLOBAL ADVISORS INC /ADV (361,683 shares), Focus Financial Network, Inc. (323,650 shares), Insight Wealth Partners, LLC (322,934 shares), MORGAN STANLEY (261,876 shares), and Leelyn Smith, LLC (260,753 shares).
This table shows the top 89 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.