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 ↓ |
|---|---|---|---|
| Anson Capital, Inc. | 121,725 | $4,054,655 | 7.52% |
| Asset Allocation Strategies LLC | 418,008 | $13,923,866 | 6.57% |
| First PREMIER Bank | 424,020 | $14,124 | 4.03% |
| Baron Financial Group, LLC | 129,170 | $4,302,653 | 2.66% |
| Family Capital Management, Inc. | 112,522 | $3,748,108 | 2.34% |
| WFA of San Diego, LLC | 65,029 | $2,166,100 | 2.13% |
| Financial Enhancement Group LLC | 146,264 | $4,921,784 | 0.91% |
| WealthPlan Investment Management, LLC | 85,799 | $2,857,951 | 0.85% |
| Beta Wealth Group, Inc. | 41,322 | $1,376,445 | 0.80% |
| Lunt Capital Management, Inc. | 30,554 | $1,017,754 | 0.55% |