Who Owns INVESCO ACTIVELY MANAGED EXC (CSTK)?Hedge Fund & Institutional Holders

$29.42+0.30 (+1.05%)BATS

Institutional Holders

48

as of QNaN NaN

Total Institutional Value

$52.9T

% of Float Held

QoQ Change in Holders

+48 / -0

Price History

$24.96$26.53$28.10$29.66$31.23May 25Oct 25Mar 26

CSTK — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Asset Allocation Strategies LLCNew265K$10.2T2.45%
LCNB CORPNew126K$4.6T1.69%
Philip James Wealth Mangement, LLCNew115K$4.2T0.51%
Geneos Wealth Management Inc.New110K$4.0T0.10%
LPL Financial LLCNew109K$4.0T1.55%
Private Advisor Group, LLCNew103K$3.7T22.63%
Sowell Financial Services LLCNew74K$2.7T0.12%
Lunt Capital Management, Inc.New69K$2.5T0.91%
ENVESTNET ASSET MANAGEMENT INCNew47K$1.7T0.55%
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew41K$1.5T0.26%
Kovack Advisors, Inc.New41K$1.5T0.16%
GOLDMAN SACHS GROUP INCNew32K$1.2T0.19%
Stratos Wealth Partners, LTD.New31K$1.1T17.35%
ROYAL BANK OF CANADANew27K$968.0B0.20%
Family Capital Management, Inc.New25K$914.5B0.56%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Asset Allocation Strategies LLC264,930$10.2T2.45%New
2LCNB CORP125,924$4.6T1.69%New
3Philip James Wealth Mangement, LLC115,034$4.2T0.51%New
4Geneos Wealth Management Inc.109,978$4.0T0.10%New
5LPL Financial LLC109,396$4.0T1.55%New
6Private Advisor Group, LLC102,571$3.7T22.63%New
7Sowell Financial Services LLC73,615$2.7T0.12%New
8Lunt Capital Management, Inc.68,728$2.5T0.91%New
9ENVESTNET ASSET MANAGEMENT INC46,683$1.7T0.55%New
10SUSQUEHANNA INTERNATIONAL GROUP, LLP41,431$1.5T0.26%New
11Kovack Advisors, Inc.40,849$1.5T0.16%New
12GOLDMAN SACHS GROUP INC31,641$1.2T0.19%New
13Stratos Wealth Partners, LTD.31,251$1.1T17.35%New
14ROYAL BANK OF CANADA26,534$968.0B0.20%New
15Family Capital Management, Inc.25,068$914.5B0.56%New
16CITADEL ADVISORS LLC24,071$878.1B0.17%New
17OLD MISSION CAPITAL LLC22,628$825.5B10.88%New
18BANK OF AMERICA CORP /DE/20,135$734.0B0.06%New
19Congress Park Capital LLC18,400$671.2B0.25%New
20OSAIC HOLDINGS, INC.16,303$594.8B1.33%New
21UBS Group AG15,612$569.5B0.10%New
22Orion Portfolio Solutions, LLC15,125$563.4B5.62%New
23Mariner, LLC14,235$519.3B0.86%New
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC11,085$404.4B0.04%New
25Connecticut Wealth Management, LLC10,483$382.4B0.02%New
26Fortis Group Advisors, LLC10,344$377.3B0.07%New
27Grant Private Wealth Management Inc8,214$299.6B0.32%New
28COMMONWEALTH EQUITY SERVICES, LLC6,659$243.0B0.34%New
29AVANTAX ADVISORY SERVICES, INC.6,481$236.4B1.43%New
30WealthPlan Investment Management, LLC5,864$213.9B0.02%New
31Clearstead Advisors, LLC5,760$210.1B3.26%New
32MORGAN STANLEY4,471$163.0B0.01%New
33Sunbelt Securities, Inc.2,374$86.6B0.01%New
34HARBOUR INVESTMENTS, INC.891$32.5B0.00%New
35First Horizon Advisors, Inc.461$16.8B0.00%New
36First PREMIER Bank347,680$12.7B3.22%New
37Asset Planning,Inc325$11.9B0.01%New
38Patten Group, Inc.115,210$4.2B0.96%New
39Kestra Advisory Services, LLC93,732$3.4B0.02%New
40AE Wealth Management LLC86$3.1B0.03%New
4110Elms LLP26$948.0M0.00%New
42Ameritas Advisory Services, LLC6,944$253.0M0.01%New
43Creative Capital Management Investments LLC4$146.0M0.00%New
44HHM Wealth Advisors, LLC3,052$111.0M0.01%New
45DHJJ Financial Advisors, Ltd.2$73.0M0.00%New
46CWM, LLC1,959$71.0M0.00%New
47WELLS FARGO & COMPANY/MN1$36.0M0.00%New
48JPMORGAN CHASE & CO93$3.0M0.00%New

As of QNaN NaN, 48 institutional investors hold CSTK (INVESCO ACTIVELY MANAGED EXC). The largest holder is Asset Allocation Strategies LLC with $10.2T in shares. This quarter, 48 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CSTK?

As of QNaN NaN, 48 institutional investors report holding CSTK (INVESCO ACTIVELY MANAGED EXC) in their 13F filings.

Who is the largest institutional holder of CSTK?

The largest institutional holder of CSTK is Asset Allocation Strategies LLC with $10.2T in shares.

Is institutional ownership of CSTK increasing or decreasing?

This quarter, 48 institutions opened new positions in CSTK and 0 closed their positions.