Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / INVSC 30 MUNI BD
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Number of holders
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64
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Total 13F shares, excl. options
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3.32M
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Shares change
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+779K
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Total reported value, excl. options
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$73.6M
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Value change
-
+$17.3M
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Number of buys
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48
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Number of sells
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-8
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Price
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$22.15
Significant Holders of INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) as of Q3 2024
66 filings reported holding BSMU - INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD as of Q3 2024.
INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.32M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (390K shares), LPL Financial LLC (271K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (265K shares), BANK OF AMERICA CORP /DE/ (196K shares), Envision Financial Planning, LLC (194K shares), Invesco Ltd. (143K shares), Insight Wealth Partners, LLC (135K shares), Key Financial Inc (115K shares), Atlantic Union Bankshares Corp (110K shares), and Pineridge Advisors LLC (94.3K shares).
This table shows the top 64 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.