Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / S&P SMLCP HELT
-
Total 13F shares
-
1,153,949
-
Share change
-
-137,399
-
Total reported value
-
$50,380,975
-
Price per share
-
$43.74
-
Number of holders
-
79
-
Value change
-
-$5,954,492
-
Number of buys
-
23
-
Number of sells
-
39
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q1 2024
As of 31 Mar 2024,
INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,153,949 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, WBI INVESTMENTS, LLC, PACIFIC SUN FINANCIAL CORP, UBS Group AG, Royal Bank of Canada, ENVESTNET ASSET MANAGEMENT INC, McGuire Investment Group, LLC, and Ausdal Financial Partners, Inc..
This page lists
79
institutional shareholders reporting positions in this security
for the Q1 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.