HolderBook

INVESCO ACTIVELY MANAGED EXC (INTM)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

5
Reporting holders
$101.5M
Reported value
0.0%
Held as options
+0
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

FilerValueShares Their book Held Change
Invesco Ltd.$100.2M1,913,1190.01%4qHELD
JANE STREET GROUP, LLC$514.6K9,8260.00%4q+22.8%+$95.6K
ENVESTNET ASSET MANAGEMENT INC$350.2K6,6860.00%3q+0.6%+$2.0K
&PARTNERS$221.7K4,2330.00%3q+0.9%+$2.0K
LPL Financial LLC$213.7K4,0810.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20265$101.5M1,937,9451300.0%
Q1 20265$99.3M1,937,6240500.0%
Q4 20255$90.9M1,755,8813110.0%
Q3 20252$25.2M495,0872000.0%