INVESCO ACTIVELY MANAGED ETF (PSMC)
Institutional ownership reported to the SEC as of Q2 2023, across 19 quarters.
2
Reporting holders
$202.2K
Reported value
0.0%
Held as options
-10
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. | $202.1K | 16,756 | 0.01% | 17q | HELD |
| VitalStone Financial, LLC | $137 | 11,174 | 0.08% | 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 2023 | 2 | $202.2K | 27,930 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 12 | $3.0M | 182,738 | 3 | 0 | 5 | 0.0% |
| Q4 2022 | 15 | $6.6M | 552,655 | 4 | 5 | 4 | 0.0% |
| Q3 2022 | 13 | $3.0M | 256,358 | 3 | 0 | 6 | 0.0% |
| Q2 2022 | 13 | $5.1M | 343,515 | 3 | 2 | 4 | 0.0% |
| Q1 2022 | 13 | $7.6M | 579,854 | 4 | 4 | 2 | 0.0% |
| Q4 2021 | 9 | $4.5M | 327,365 | 2 | 1 | 3 | 0.0% |
| Q3 2021 | 7 | $3.7M | 271,806 | 1 | 1 | 1 | 0.0% |
| Q2 2021 | 7 | $3.6M | 265,108 | 1 | 2 | 2 | 0.0% |
| Q1 2021 | 7 | $3.8M | 282,375 | 2 | 3 | 0 | 0.0% |
| Q4 2020 | 5 | $2.6M | 193,717 | 1 | 2 | 2 | 0.0% |
| Q3 2020 | 7 | $4.1M | 316,330 | 2 | 3 | 2 | 0.0% |
| Q2 2020 | 7 | $4.1M | 324,768 | 2 | 3 | 1 | 0.0% |
| Q1 2020 | 7 | $2.1M | 183,182 | 3 | 3 | 0 | 0.0% |
| Q4 2019 | 5 | $1.1M | 88,651 | 2 | 2 | 1 | 0.0% |
| Q3 2019 | 6 | $1.6M | 120,249 | 3 | 1 | 1 | 0.0% |
| Q2 2019 | 4 | $916.0K | 70,603 | 3 | 0 | 0 | 0.0% |
| Q1 2019 | 3 | $9.3M | 722,078 | 3 | 0 | 0 | 0.0% |
| Q4 2018 | 4 | $478.0K | 39,386 | 0 | 0 | 0 | 0.0% |