Latest imported 13F data
PHDG

INVESCO ACTIVELY MANAGED EXC

Institutional Ownership · Q4 2025

Filing: Q4 2025

INVESCO ACTIVELY MANAGED EXC (PHDG) is held by 526 institutional investors with combined holdings of $5.9B. Major holders include Invesco Ltd., LPL Financial LLC, MORGAN STANLEY.

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Institutional Holders
526
Total Value
$5.9B
Ownership %
—

🏦 Top Institutional Holders

Invesco Ltd.
40.3M shares
$1.4B
LPL Financial LLC
21.0M shares
$819.6M
MORGAN STANLEY
8.6M shares
$371.7M
WELLS FARGO & COMPANY/MN
4.6M shares
$221.4M
OSAIC HOLDINGS, INC.
4.5M shares
$188.7M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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