Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / S&P MDCP400 PR
-
Total 13F shares
-
2,257,075
-
Share change
-
-152,878
-
Total reported value
-
$99,309,436
-
Price per share
-
$43.83
-
Number of holders
-
106
-
Value change
-
-$6,757,290
-
Number of buys
-
40
-
Number of sells
-
40
Institutional Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCHANGE TRADED FD T - S&P MDCP400 PR (RFG) was held by
106 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,257,075 shares.
The largest 10 holders included
MORGAN STANLEY, Twelve Points Wealth Management LLC, LPL Financial LLC, New England Private Wealth Advisors LLC, COLDSTREAM CAPITAL MANAGEMENT INC, WELLS FARGO & COMPANY/MN, CITIGROUP INC, Ameritas Advisory Services, LLC, UBS Group AG, and BANK OF AMERICA CORP /DE/.
This page lists
106
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.