Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / S&P MDCP400 PR
-
Total 13F shares
-
2,418,663
-
Share change
-
-36,273
-
Total reported value
-
$117,194,491
-
Price per share
-
$48.42
-
Number of holders
-
101
-
Value change
-
-$1,869,458
-
Number of buys
-
37
-
Number of sells
-
30
Institutional Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) was held by
101 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,418,663 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, New England Private Wealth Advisors LLC, Twelve Points Wealth Management LLC, COLDSTREAM CAPITAL MANAGEMENT INC, MARSHALL INVESTMENT MANAGEMENT, LLC, GOLDMAN SACHS GROUP INC, WELLS FARGO & COMPANY/MN, Ameritas Advisory Services, LLC, and UBS Group AG.
This page lists
102
institutional shareholders reporting positions in this security
for the Q4 2024 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.