Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / REAL ASSETS ESG
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
86.8K
-
Shares change
-
-10.7K
-
Total reported value, excl. options
-
$1.2M
-
Value change
-
-$128K
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$14.17
Significant Holders of INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG (IVRA) as of Q4 2023
9 filings reported holding IVRA - INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG as of Q4 2023.
INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG (IVRA) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 86.8K shares
.
Largest 10 shareholders include NATIONAL BANK OF CANADA /FI/ (37.6K shares), Cetera Investment Advisers (24.3K shares), CITADEL ADVISORS LLC (21.4K shares), UBS Group AG (1.75K shares), AdvisorNet Financial, Inc (743 shares), Geneos Wealth Management Inc. (570 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (366 shares), ROYAL BANK OF CANADA (0 shares), J.P. Morgan Private Wealth Advisors LLC (0 shares), and MORGAN STANLEY (1 shares).
This table shows the top 7 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.