Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / S&P SML600 VAL
-
Total 13F shares
-
1,027,867
-
Share change
-
-193,470
-
Total reported value
-
$101,601,343
-
Price per share
-
$98.85
-
Number of holders
-
61
-
Value change
-
-$19,264,224
-
Number of buys
-
20
-
Number of sells
-
34
Institutional Holders of INVESCO EXCHANGE TRADED FD T - S&P SML600 VAL (RZV) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCHANGE TRADED FD T - S&P SML600 VAL (RZV) was held by
61 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,027,867 shares.
The largest 10 holders included
Systematic Alpha Investments, LLC, LPL Financial LLC, AllSquare Wealth Management LLC, Armbruster Capital Management, Inc., Wealthcare Advisory Partners LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, THEORY FINANCIAL LLC, MORGAN STANLEY, and Merit Financial Group, LLC.
This page lists
61
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.