HolderBook

INVESCO ACTIVELY MANAGED EXC (PIPE)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

5
Reporting holders
$62.3M
Reported value
0.0%
Held as options
+1
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.$60.9M2,038,0000.00%6qHELD
ROYAL BANK OF CANADA$730.0K24,4130.00%6q+73.9%+$310.3K
CITADEL ADVISORS LLC$499.5K16,7060.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$89.4K3,0300.01%newNEW
UBS Group AG$897300.00%3q+400.0%
Capital Analysts, LLC$175670.00%5q-12.1%

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$62.3M2,082,1792200.0%
Q1 20264$61.1M2,052,6860120.0%
Q4 20254$49.8M2,070,0011110.0%
Q3 20254$50.8M2,070,3391110.0%
Q2 20254$26.7M1,089,5442200.0%
Q1 20253$8.2M325,8283000.0%