Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / TOTAL RETURN
-
Number of holders
-
138
-
Total 13F shares, excl. options
-
19,004,157
-
Shares change
-
+4,054,049
-
Total reported value, excl. options
-
$882,658,028
-
Value change
-
+$187,992,682
-
Number of buys
-
88
-
Number of sells
-
-56
-
Price
-
$46.46
Significant Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q2 2023
151 filings reported holding GTO - INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN as of Q2 2023.
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) has 138 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19,004,157 shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (3,489,564 shares), LPL Financial LLC (2,548,096 shares), ENVESTNET ASSET MANAGEMENT INC (1,252,242 shares), MORGAN STANLEY (1,115,118 shares), RTD Financial Advisors, Inc. (691,541 shares), Brio Consultants, LLC (616,945 shares), BANK OF AMERICA CORP /DE/ (596,376 shares), Spire Wealth Management (579,241 shares), PFS INVESTMENTS INC. (523,033 shares), and GeoWealth Management, LLC (482,162 shares).
This table shows the top 138 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.