Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
-
Equity / S&P SMLCP INDL
-
Number of holders
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30
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Total 13F shares, excl. options
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378K
-
Shares change
-
+27.5K
-
Total reported value, excl. options
-
$36.1M
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Value change
-
+$2.73M
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Number of buys
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13
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Number of sells
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-13
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Price
-
$95.43
Significant Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP INDL (PSCI) as of Q1 2023
39 filings reported holding PSCI - INVESCO EXCH TRADED FD TR II - S&P SMLCP INDL as of Q1 2023.
INVESCO EXCH TRADED FD TR II - S&P SMLCP INDL (PSCI) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 378K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (102K shares), LWS Wealth Advisors, Inc. (95.8K shares), UBS Group AG (50.8K shares), SALEM INVESTMENT COUNSELORS INC (26.1K shares), Fulcrum Equity Management (24.8K shares), MORGAN STANLEY (16.9K shares), Legacy Capital Group California, Inc. (15.1K shares), WELLS FARGO & COMPANY/MN (8.93K shares), LPL Financial LLC (6.62K shares), and Tower Research Capital LLC (TRC) (5.99K shares).
This table shows the top 30 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.