Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / REAL ASSETS ESG
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
109K
-
Shares change
-
+23.2K
-
Total reported value, excl. options
-
$1.48M
-
Value change
-
+$315K
-
Number of buys
-
4
-
Number of sells
-
-3
-
Price
-
$13.57
Significant Holders of INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG (IVRA) as of Q1 2023
10 filings reported holding IVRA - INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG as of Q1 2023.
INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG (IVRA) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 109K shares
.
Largest 10 shareholders include CITADEL ADVISORS LLC (50.7K shares), Cetera Investment Advisers (23.9K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (15.3K shares), NATIONAL BANK OF CANADA /FI/ (14K shares), Geneos Wealth Management Inc. (2.36K shares), UBS Group AG (1.24K shares), AdvisorNet Financial, Inc (743 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (366 shares), MORGAN STANLEY (0 shares), and Royal Bank of Canada (0 shares).
This table shows the top 8 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.