Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A705S&P500 DOWNSIDPHDGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
42
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 79.5K | $3.00M |
| 2 | Asset Allocation Strategies LLC | 63.7K | $2.41M |
| 3 | Blueprint Investment Partners LLC | 63.6K | $2.40M |
| 4 | Blueprint Financial Advisors LLC | 63.6K | $2.40M |
| 5 | Wfa Of San Diego, LLC | 49.9K | $1.88M |
| 6 | Private Advisor Group, LLC | 40.6K | $1.53M |
| 7 | Old Mission Capital LLC | 38.8K | $1.46M |
| 8 | Susquehanna International Group, LLP | 37.3K | $1.41M |
| 9 | Kovack Advisors, Inc. | 33.2K | $1.26M |
| 10 | Goldman Sachs Group Inc | 31.7K | $1.20M |