Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / S&P SMLCP HELT
-
Total 13F shares
-
840,570
-
Share change
-
-51,948
-
Total reported value
-
$37,236,844
-
Price per share
-
$44.29
-
Number of holders
-
78
-
Value change
-
-$2,361,583
-
Number of buys
-
26
-
Number of sells
-
29
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) was held by
78 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
840,570 shares.
The largest 10 holders included
WBI INVESTMENTS, LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, LPL Financial LLC, PACIFIC SUN FINANCIAL CORP, UBS Group AG, MGB Wealth Management, LLC, BANK OF AMERICA CORP /DE/, Montecito Bank & Trust, and Royal Bank of Canada.
This page lists
78
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.