Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BLOOMBERG ANALYS
-
Number of holders
-
32
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Total 13F shares, excl. options
-
336,318
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Shares change
-
-77
-
Total reported value, excl. options
-
$23,528,496
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Value change
-
+$5,238
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Number of buys
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6
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Number of sells
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-13
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Price
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$70.01
Significant Holders of INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) as of Q1 2025
36 filings reported holding UPGD - INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS as of Q1 2025.
INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 336,318 shares
.
Largest 10 shareholders include RAYMOND JAMES FINANCIAL INC (184,279 shares), LPL Financial LLC (26,269 shares), Tower Research Capital LLC (TRC) (20,656 shares), Aspire Growth Partners LLC (10,368 shares), OXFORD FINANCIAL GROUP, LTD. LLC (10,000 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (9,350 shares), CWM, LLC (8,976 shares), HBK Sorce Advisory LLC (8,638 shares), Total Wealth Planning & Management, Inc. (5,878 shares), and MGB Wealth Management, LLC (5,700 shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.