Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / TOTAL RETURN
-
Number of holders
-
167
-
Total 13F shares, excl. options
-
24,831,805
-
Shares change
-
+1,225,534
-
Total reported value, excl. options
-
$1,152,303,187
-
Value change
-
+$56,918,466
-
Number of buys
-
85
-
Number of sells
-
-81
-
Price
-
$46.36
Significant Holders of INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) as of Q2 2024
181 filings reported holding GTO - INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN as of Q2 2024.
INVESCO ACTIVELY MANAGED EXC - TOTAL RETURN (GTO) has 167 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24,831,805 shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (3,159,037 shares), LPL Financial LLC (2,294,612 shares), ENVESTNET ASSET MANAGEMENT INC (2,026,023 shares), MORGAN STANLEY (1,358,060 shares), CWM, LLC (1,022,715 shares), Brio Consultants, LLC (817,267 shares), BANK OF AMERICA CORP /DE/ (791,532 shares), KWB Wealth (765,597 shares), RTD Financial Advisors, Inc. (748,865 shares), and Tidemark, LLC (659,675 shares).
This table shows the top 167 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.