Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / S&P SMLCP HELT
-
Total 13F shares
-
782,346
-
Share change
-
-58,889
-
Total reported value
-
$33,798,713
-
Price per share
-
$43.28
-
Number of holders
-
70
-
Value change
-
-$2,629,490
-
Number of buys
-
18
-
Number of sells
-
38
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) was held by
70 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
782,346 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, WBI INVESTMENTS, LLC, PACIFIC SUN FINANCIAL CORP, AMERIPRISE FINANCIAL INC, Virtu Financial LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, and MGB Wealth Management, LLC.
This page lists
70
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.