PHDG
INVESCO ACTIVELY MANAGED EXC
Institutional Ownership · Q4 2025
Filing: Q4 2025INVESCO ACTIVELY MANAGED EXC (PHDG) is held by 526 institutional investors with combined holdings of $5.9B. Major holders include Invesco Ltd. (IVZ), LPL Financial LLC, MORGAN STANLEY (MS, MS-P.
Institutional Holders
526
Total Value
$5.9B
Ownership %
—
🏦 Top Institutional Holders
Invesco Ltd. (IVZ)
40.3M shares
$1.4B
LPL Financial LLC
21.0M shares
$819.6M
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
8.6M shares
$371.7M
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)
4.6M shares
$221.4M
OSAIC HOLDINGS, INC.
4.5M shares
$188.7M