Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / S&P500 DOWNSID
-
Total 13F shares
-
1,415,155
-
Share change
-
-443,737
-
Total reported value
-
$52,687,733
-
Price per share
-
$37.24
-
Number of holders
-
44
-
Value change
-
-$16,306,265
-
Number of buys
-
16
-
Number of sells
-
26
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) as of Q3 2025
As of 30 Sep 2025,
INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID (PHDG) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,415,155 shares.
The largest 10 holders included
First PREMIER Bank, Asset Allocation Strategies LLC, Geneos Wealth Management Inc., LPL Financial LLC, Blueprint Investment Partners LLC, Blueprint Financial Advisors LLC, Lunt Capital Management, Inc., Darwin Wealth Management, LLC, Private Advisor Group, LLC, and WFA of San Diego, LLC.
This page lists
44
institutional shareholders reporting positions in this security
for the Q3 2025 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.