Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / INVSC 30 MUNI BD
-
Number of holders
-
69
-
Total 13F shares, excl. options
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4.55M
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Shares change
-
+918K
-
Total reported value, excl. options
-
$98.9M
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Value change
-
+$19.9M
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Number of buys
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42
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Number of sells
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-20
-
Price
-
$21.72
Significant Holders of INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) as of Q4 2024
78 filings reported holding BSMU - INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD as of Q4 2024.
INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.55M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (386K shares), LPL Financial LLC (373K shares), Hills Bank & Trust Co (327K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (254K shares), BANK OF AMERICA CORP /DE/ (207K shares), Envision Financial Planning, LLC (180K shares), RAYMOND JAMES FINANCIAL INC (172K shares), Atlantic Union Bankshares Corp (145K shares), Invesco Ltd. (140K shares), and Insight Wealth Partners, LLC (134K shares).
This table shows the top 69 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.