Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / S&P500 HDL VOL
-
Total 13F shares
-
42,182
-
Share change
-
-20,197
-
Total reported value
-
$1,846,435
-
Price per share
-
$42.41
-
Number of holders
-
4
-
Value change
-
-$856,543
-
Number of buys
-
1
-
Number of sells
-
2
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P500 HDL VOL (SPHD) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCH TRADED FD TR II - S&P500 HDL VOL (SPHD) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
42,182 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, Financial Engines Advisors L.L.C., WELLS FARGO & COMPANY/MN, UBS Group AG, FRANKLIN RESOURCES INC, JPMORGAN CHASE & CO, and AMERIPRISE FINANCIAL INC.
This page lists
309
institutional shareholders reporting positions in this security
for the Q4 2023 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.