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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,478,251 | +17.8% | 130,828 | +7.2% | 0.72% | +6.7% |
| Q3 2023 | $3,802,116 | +33.0% | 122,032 | +42.2% | 0.67% | -21.1% |
| Q2 2023 | $2,857,951 | -25.1% | 85,799 | -26.1% | 0.85% | +29.7% |
| Q1 2023 | $3,814,127 | -30.2% | 116,037 | -28.7% | 0.66% | +72.0% |
| Q4 2022 | $5,463,823 | +2.1% | 162,856 | +1.8% | 0.38% | -2.3% |
| Q3 2022 | $5,350,000 | -53.5% | 159,999 | -51.9% | 0.39% | -51.1% |
| Q1 2022 | $11,513,000 | – | 332,650 | – | 0.80% | – |
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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% |