Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / S&P MDCP400 VL
-
Number of holders
-
73
-
Total 13F shares, excl. options
-
1,436,144
-
Shares change
-
+145,180
-
Total reported value, excl. options
-
$167,156,365
-
Value change
-
+$18,097,421
-
Number of buys
-
37
-
Number of sells
-
-21
-
Price
-
$116.43
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP400 VL (RFV) as of Q4 2023
79 filings reported holding RFV - INVESCO EXCHANGE TRADED FD T - S&P MDCP400 VL as of Q4 2023.
INVESCO EXCHANGE TRADED FD T - S&P MDCP400 VL (RFV) has 73 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,436,144 shares
.
Largest 10 shareholders include MORGAN STANLEY (216,979 shares), FISCHER INVESTMENT STRATEGIES, LLC (131,069 shares), BANK OF AMERICA CORP /DE/ (124,249 shares), ROYAL BANK OF CANADA (114,753 shares), Raymond James Financial Services Advisors, Inc. (111,946 shares), Systelligence, LLC (76,812 shares), LPL Financial LLC (76,676 shares), COMMONWEALTH EQUITY SERVICES, LLC (57,878 shares), Prostatis Group LLC (56,067 shares), and WELLS FARGO & COMPANY/MN (47,865 shares).
This table shows the top 73 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.