Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Total 13F shares
-
1,553,633
-
Share change
-
+50,286
-
Total reported value
-
$52,628,346
-
Price per share
-
$33.73
-
Number of holders
-
40
-
Value change
-
+$1,789,034
-
Number of buys
-
27
-
Number of sells
-
18
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q1 2021
As of 31 Mar 2021,
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,553,633 shares.
The largest 10 holders included
LPL Financial LLC, Garrett Investment Advisors LLC, First PREMIER Bank, CWM, LLC, Beta Wealth Group, Inc., Congress Park Capital LLC, Stratos Wealth Partners, LTD., V2 Financial group LLC, BAKER TILLY WEALTH MANAGEMENT, LLC, and ATRIA INVESTMENTS LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.