INVESCO ACTIVELY MANAGED ETF (PSMB)
Institutional ownership reported to the SEC as of Q2 2023, across 19 quarters.
1
Reporting holders
$122.9K
Reported value
0.0%
Held as options
-20
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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | $122.9K | 8,311 | 0.01% | 17q | -17.9%-$26.9K |
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 2023 | 1 | $122.9K | 8,311 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 21 | $7.5M | 503,896 | 9 | 0 | 11 | 0.0% |
| Q4 2022 | 17 | $12.6M | 866,376 | 8 | 3 | 2 | 0.0% |
| Q3 2022 | 12 | $9.9M | 718,197 | 1 | 7 | 3 | 0.0% |
| Q2 2022 | 15 | $4.0M | 271,915 | 3 | 6 | 4 | 0.0% |
| Q1 2022 | 15 | $4.8M | 295,665 | 4 | 7 | 0 | 0.0% |
| Q4 2021 | 12 | $2.8M | 163,098 | 3 | 4 | 0 | 0.0% |
| Q3 2021 | 11 | $2.0M | 123,473 | 2 | 6 | 1 | 0.0% |
| Q2 2021 | 12 | $1.6M | 99,093 | 4 | 5 | 0 | 0.0% |
| Q1 2021 | 10 | $1.1M | 68,180 | 3 | 3 | 1 | 0.0% |
| Q4 2020 | 6 | $777.5K | 50,796 | 0 | 3 | 2 | 0.0% |
| Q3 2020 | 11 | $2.4M | 178,292 | 4 | 5 | 0 | 0.0% |
| Q2 2020 | 8 | $727.3K | 55,053 | 2 | 3 | 1 | 0.0% |
| Q1 2020 | 9 | $1.0M | 90,164 | 4 | 2 | 2 | 0.0% |
| Q4 2019 | 9 | $936.0K | 66,663 | 3 | 1 | 1 | 0.0% |
| Q3 2019 | 5 | $1.5M | 106,121 | 2 | 2 | 1 | 0.0% |
| Q2 2019 | 4 | $1.2M | 84,466 | 1 | 2 | 0 | 0.0% |
| Q1 2019 | 3 | $794.0K | 58,340 | 1 | 0 | 2 | 0.0% |
| Q4 2018 | 3 | $736.0K | 58,796 | 0 | 0 | 0 | 0.0% |