Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / BULETSHS 2029
-
Number of holders
-
134
-
Total 13F shares, excl. options
-
33.2M
-
Shares change
-
+9.97M
-
Total reported value, excl. options
-
$608M
-
Value change
-
+$182M
-
Number of buys
-
110
-
Number of sells
-
-18
-
Price
-
$18.30
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 (BSCT) as of Q1 2024
142 filings reported holding BSCT - INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 as of Q1 2024.
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 (BSCT) has 134 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 33.2M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.47M shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (2.41M shares), WELLS FARGO & COMPANY/MN (1.98M shares), EASTERN BANK (1.66M shares), JANE STREET GROUP, LLC (1.64M shares), ENVESTNET ASSET MANAGEMENT INC (1.36M shares), Aptus Capital Advisors, LLC (1.18M shares), Avior Wealth Management, LLC (1.16M shares), LPL Financial LLC (1.14M shares), and Janney Montgomery Scott LLC (1.12M shares).
This table shows the top 134 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.