Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
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Equity / REAL ASSETS ESG
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Number of holders
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7
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Total 13F shares, excl. options
-
53.4K
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Shares change
-
-33.4K
-
Total reported value, excl. options
-
$723K
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Value change
-
-$473K
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Number of buys
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1
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Number of sells
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-4
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Price
-
$14.18
Significant Holders of INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG (IVRA) as of Q1 2024
8 filings reported holding IVRA - INVESCO ACTIVELY MANAGED EXC - REAL ASSETS ESG as of Q1 2024.
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 53.4K shares
.
Largest 8 shareholders include NATIONAL BANK OF CANADA /FI/ (37.6K shares), CITADEL ADVISORS LLC (14.1K shares), AdvisorNet Financial, Inc (674 shares), Geneos Wealth Management Inc. (570 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (366 shares), Royal Bank of Canada (80 shares), UBS Group AG (28 shares), and Cetera Investment Advisers (0 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.