Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / S&P SMLCP HELT
-
Total 13F shares
-
713,665
-
Share change
-
+8,851
-
Total reported value
-
$29,693,365
-
Price per share
-
$41.60
-
Number of holders
-
71
-
Value change
-
+$396,894
-
Number of buys
-
21
-
Number of sells
-
36
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q3 2025
As of 30 Sep 2025,
INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) was held by
71 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
713,665 shares.
The largest 10 holders included
G&S Capital LLC, MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, PACIFIC SUN FINANCIAL CORP, UBS Group AG, IHT Wealth Management, LLC, Virtu Financial LLC, ROYAL BANK OF CANADA, and BANK OF AMERICA CORP /DE/.
This page lists
71
institutional shareholders reporting positions in this security
for the Q3 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.