Who Owns CSTK?
INVESCO ACTIVELY MANAGED EXC — Institutional Ownership & 13F Holdings
$30.63
-0.16 (-0.53%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
48
Total Inst. Value
$63.3M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
15
Closed Positions
6
Increased
11
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | First PREMIER BankNew | $12.7M | 347,680 |
| 2 | Asset Allocation Strategies LLCNew | $10.2M | 264,930 |
| 3 | LCNB CORPNew | $4.6M | 125,924 |
| 4 | Patten Group, Inc. | $4.2M | 115,210 |
| 5 | Philip James Wealth Mangement, LLC | $4.2M | 115,034 |
| 6 | Geneos Wealth Management Inc. | $4.0M | 109,978 |
| 7 | Private Advisor Group, LLC | $3.7M | 102,571 |
| 8 | Sowell Financial Services LLC | $2.7M | 73,615 |
| 9 | Lunt Capital Management, Inc.New | $2.5M | 68,728 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $1.5M | 41,431 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| First PREMIER BankNew | +348K | $12.7M |
| Asset Allocation Strategies LLCNew | +265K | $10.2M |
| LCNB CORPNew | +126K | $4.6M |
| Philip James Wealth Mangement, LLC | +3K | $4.2M |
| Geneos Wealth Management Inc. | +68K | $4.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -53K | $4K |
| Fortis Group Advisors, LLC | -30K | $377K |
| MORGAN STANLEY | -5K | $163K |
| Mariner, LLC | -4K | $519K |
| OSAIC HOLDINGS, INC. | -2K | $595K |
Frequently Asked Questions
How many institutional investors hold CSTK?
As of Q1 2025, 48 institutional investors report holding CSTK (INVESCO ACTIVELY MANAGED EXC) in their 13F filings.
Which hedge fund owns the most CSTK?
The largest institutional holder of CSTK is First PREMIER Bank with $12.7M in shares.
Are institutions buying or selling CSTK?
This quarter, 15 institutions opened new positions in CSTK and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.