Institutional Ownership Inv Act Mgd Ex Trd Fd Tr (IHYF)
This table provides information about the institutional ownership of Inv Act Mgd Ex Trd Fd Tr (IHYF). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $46.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,182,779
shares
|
$26.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
505,301
shares
|
$11.2 Million
6.21% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
142,513
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
61,505
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
50,452
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,093
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
21,700
shares
|
$480,004
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,984
shares
|
$419,926
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,973
shares
|
$419,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,506
shares
|
$298,752
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,270
shares
|
$271,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
11,689
shares
|
$258,560
0.09% of portfolio
|
Q3 2024
Reduced 79.3%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,009
shares
|
$44,439
0.0% of portfolio
|
Q4 2023
Reduced 61.45%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,084
shares
|
$23,978
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
378
shares
|
$8,361
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
146
shares
|
$3,229
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
97
shares
|
$2,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
59
shares
|
$1,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|