INVESCO ACTIVELY MANAGED ETF's ticker is PHDG and the CUSIP is 46090A705. A total of 2 filers reported holding INVESCO ACTIVELY MANAGED ETF in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,940,418 | -10.4% | 62,279 | -4.2% | 2.01% | -5.7% |
| Q2 2023 | $2,166,100 | -16.5% | 65,029 | -17.6% | 2.13% | -21.5% |
| Q1 2023 | $2,593,896 | -7.2% | 78,914 | -8.8% | 2.71% | +26.8% |
| Q4 2022 | $2,794,186 | -5.3% | 86,561 | -0.3% | 2.14% | -19.6% |
| Q3 2022 | $2,950,000 | +4.8% | 86,778 | +0.6% | 2.66% | +10.3% |
| Q2 2022 | $2,814,000 | -16.2% | 86,260 | -7.1% | 2.41% | -5.7% |
| Q1 2022 | $3,356,000 | -5.6% | 92,860 | -0.6% | 2.56% | +23.6% |
| Q4 2021 | $3,556,000 | +6.8% | 93,403 | +0.2% | 2.07% | -11.3% |
| Q3 2021 | $3,331,000 | -3.4% | 93,232 | -3.9% | 2.33% | -13.0% |
| Q2 2021 | $3,448,000 | +2.0% | 96,981 | -11.1% | 2.68% | +238.4% |
| Q2 2020 | $3,380,000 | – | 109,094 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Allocation Strategies LLC | 331,553 | $10,702,399 | 7.27% |
| Anson Capital, Inc. | 114,403 | $3,693,000 | 4.88% |
| First PREMIER Bank | 438,550 | $14,157 | 4.29% |
| Baron Financial Group, LLC | 108,475 | $3,501,573 | 2.32% |
| WFA of San Diego, LLC | 86,561 | $2,794,186 | 2.14% |
| Family Capital Management, Inc. | 91,085 | $2,940,224 | 1.94% |
| Beta Wealth Group, Inc. | 81,423 | $2,628,346 | 1.76% |
| Darwin Wealth Management, LLC | 206,316 | $6,781,608 | 1.76% |
| FLAGSHIP HARBOR ADVISORS, LLC | 363,080 | $11,720,200 | 1.20% |
| Congress Park Capital LLC | 60,087 | $1,939,617 | 1.14% |