Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / TOTAL RETURN
-
Number of holders
-
103
-
Total 13F shares, excl. options
-
8,734,923
-
Shares change
-
+1,375,909
-
Total reported value, excl. options
-
$498,726,832
-
Value change
-
+$78,603,915
-
Number of buys
-
72
-
Number of sells
-
-32
-
Price
-
$57.06
Significant Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q2 2021
114 filings reported holding GTO - INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN as of Q2 2021.
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) has 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,734,923 shares
.
Largest 10 shareholders include LPL Financial LLC (1,184,362 shares), OSAIC HOLDINGS, INC. (760,490 shares), Spire Wealth Management (546,601 shares), ENVESTNET ASSET MANAGEMENT INC (460,582 shares), Beaumont Financial Partners, LLC (438,672 shares), MORGAN STANLEY (406,318 shares), MERCER GLOBAL ADVISORS INC /ADV (397,931 shares), Insight Wealth Partners, LLC (341,737 shares), Focus Financial Network, Inc. (328,465 shares), and Leelyn Smith, LLC (270,814 shares).
This table shows the top 103 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.