Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / S&P MDCP400 PR
-
Total 13F shares
-
1,807,344
-
Share change
-
-267,313
-
Total reported value
-
$74,690,425
-
Price per share
-
$41.26
-
Number of holders
-
87
-
Value change
-
-$10,646,349
-
Number of buys
-
33
-
Number of sells
-
28
Institutional Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) was held by
87 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,807,344 shares.
The largest 10 holders included
MORGAN STANLEY, New England Private Wealth Advisors LLC, LPL Financial LLC, Twelve Points Wealth Management LLC, COLDSTREAM CAPITAL MANAGEMENT INC, OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, BANK OF AMERICA CORP /DE/, EisnerAmper Wealth Management Corporate Benefits, LLC, and Compton Wealth Advisory Group, LLC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q4 2023 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.