INVESCO ACTIVELY MANAGED ETF (PSMG)
Institutional ownership reported to the SEC as of Q2 2023, across 19 quarters.
2
Reporting holders
$161.7K
Reported value
0.0%
Held as options
-14
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. | $152.4K | 9,172 | 0.01% | 17q | -17.4%-$32.1K |
| IFP Advisors, Inc | $9.3K | 606 | 0.00% | 16q | +100.0%+$4.6K |
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 | $161.7K | 9,778 | 0 | 1 | 1 | 0.0% |
| Q1 2023 | 16 | $2.6M | 158,087 | 4 | 6 | 3 | 0.0% |
| Q4 2022 | 16 | $4.9M | 299,079 | 6 | 6 | 2 | 0.0% |
| Q3 2022 | 13 | $3.6M | 239,861 | 2 | 5 | 4 | 0.0% |
| Q2 2022 | 13 | $2.7M | 170,187 | 4 | 5 | 1 | 0.0% |
| Q1 2022 | 13 | $4.8M | 262,880 | 7 | 4 | 1 | 0.0% |
| Q4 2021 | 6 | $1.9M | 100,797 | 1 | 3 | 0 | 0.0% |
| Q3 2021 | 11 | $2.9M | 132,816 | 3 | 5 | 1 | 0.0% |
| Q2 2021 | 11 | $1.4M | 76,887 | 3 | 3 | 3 | 0.0% |
| Q1 2021 | 10 | $1.2M | 71,478 | 2 | 1 | 1 | 0.0% |
| Q4 2020 | 7 | $1.1M | 70,126 | 0 | 2 | 4 | 0.0% |
| Q3 2020 | 9 | $2.2M | 157,523 | 1 | 2 | 4 | 0.0% |
| Q2 2020 | 10 | $2.4M | 175,749 | 1 | 4 | 3 | 0.0% |
| Q1 2020 | 9 | $2.1M | 177,960 | 3 | 2 | 1 | 0.0% |
| Q4 2019 | 7 | $1.0M | 67,976 | 0 | 2 | 1 | 0.0% |
| Q3 2019 | 9 | $1.3M | 87,648 | 3 | 0 | 3 | 0.0% |
| Q2 2019 | 7 | $2.5M | 170,171 | 2 | 4 | 0 | 0.0% |
| Q1 2019 | 6 | $1.6M | 112,100 | 1 | 1 | 2 | 0.0% |
| Q4 2018 | 6 | $1.4M | 110,211 | 0 | 0 | 0 | 0.0% |