INVESCO ACTIVELY MANAGED EXC (CSTK)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
5
Reporting holders
$168.6M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $127.8M | 3,907,580 | 0.01% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $39.7M | 1,212,593 | 0.01% | 2q | +1063.3%+$36.2M |
| JONES FINANCIAL COMPANIES LLLP | $677.3K | 20,817 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $258.6K | 7,910 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $218.1K | 6,669 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $168.6M | 5,155,569 | 3 | 1 | 0 | 0.0% |
| Q1 2026 | 2 | $116.2M | 4,011,815 | 1 | 1 | 0 | 0.0% |
| Q4 2025 | 1 | $109.1M | 3,747,934 | 0 | 0 | 1 | 0.0% |
| Q3 2025 | 1 | $110.0M | 3,925,000 | 0 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $106.0M | 3,925,000 | 1 | 0 | 0 | 0.0% |