Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / TOTAL RETURN
-
Number of holders
-
121
-
Total 13F shares, excl. options
-
11,900,621
-
Shares change
-
+668,410
-
Total reported value, excl. options
-
$670,025,948
-
Value change
-
+$37,289,410
-
Number of buys
-
64
-
Number of sells
-
-49
-
Price
-
$56.36
Significant Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q4 2021
135 filings reported holding GTO - INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN as of Q4 2021.
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) has 121 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,900,621 shares
.
Largest 10 shareholders include LPL Financial LLC (1,964,458 shares), Spire Wealth Management (643,431 shares), ADVISOR GROUP HOLDINGS, INC. (568,995 shares), MORGAN STANLEY (496,617 shares), ENVESTNET ASSET MANAGEMENT INC (490,393 shares), MERCER GLOBAL ADVISORS INC /ADV (434,330 shares), Beaumont Financial Partners, LLC (428,026 shares), Insight Wealth Partners, LLC (422,800 shares), CWM, LLC (406,507 shares), and Paragon Wealth Strategies, LLC (388,891 shares).
This table shows the top 121 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.