Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / RAFI STRATGIC US
-
Total 13F shares
-
4,966,263
-
Share change
-
+732,884
-
Total reported value
-
$235,531,330
-
Price per share
-
$47.43
-
Number of holders
-
66
-
Value change
-
+$34,750,091
-
Number of buys
-
45
-
Number of sells
-
18
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) as of Q2 2024
As of 30 Jun 2024,
INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,966,263 shares.
The largest 10 holders included
LPL Financial LLC, Aveo Capital Partners, LLC, OSAIC HOLDINGS, INC., Intelligence Driven Advisers, LLC, Merit Financial Group, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Raymond James Financial Services Advisors, Inc., TITLEIST ASSET MANAGEMENT, LLC, ARQ WEALTH ADVISORS, LLC, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC.
This page lists
67
institutional shareholders reporting positions in this security
for the Q2 2024 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.