Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / TOTAL RETURN
-
Number of holders
-
107
-
Total 13F shares, excl. options
-
10,352,622
-
Shares change
-
+1,621,152
-
Total reported value, excl. options
-
$588,085,878
-
Value change
-
+$92,066,047
-
Number of buys
-
78
-
Number of sells
-
-35
-
Price
-
$56.80
Significant Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q3 2021
119 filings reported holding GTO - INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN as of Q3 2021.
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) has 107 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,352,622 shares
.
Largest 10 shareholders include LPL Financial LLC (1,576,640 shares), ADVISOR GROUP HOLDINGS, INC. (899,769 shares), Spire Wealth Management (629,216 shares), ENVESTNET ASSET MANAGEMENT INC (471,953 shares), MORGAN STANLEY (436,261 shares), MERCER GLOBAL ADVISORS INC /ADV (423,858 shares), Beaumont Financial Partners, LLC (419,880 shares), Paragon Wealth Strategies, LLC (406,101 shares), Insight Wealth Partners, LLC (373,082 shares), and Focus Financial Network, Inc. (357,541 shares).
This table shows the top 107 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.