Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P MDCP VLU MNT
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
1,408,452
-
Shares change
-
+522,204
-
Total reported value, excl. options
-
$62,709,800
-
Value change
-
+$23,447,288
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Number of buys
-
18
-
Number of sells
-
-9
-
Price
-
$44.66
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP VLU MNT (XMVM) as of Q1 2021
39 filings reported holding XMVM - INVESCO EXCHANGE TRADED FD T - S&P MDCP VLU MNT as of Q1 2021.
INVESCO EXCHANGE TRADED FD T - S&P MDCP VLU MNT (XMVM) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,408,452 shares
.
Largest 10 shareholders include MONEY CONCEPTS CAPITAL CORP (437,648 shares), LPL Financial LLC (286,856 shares), AMERIPRISE FINANCIAL INC (251,439 shares), MORGAN STANLEY (79,981 shares), CITIGROUP INC (42,312 shares), ROYAL BANK OF CANADA (39,654 shares), RAYMOND JAMES & ASSOCIATES (35,958 shares), WELLS FARGO & COMPANY/MN (34,719 shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (26,501 shares), and Fermata Advisors, LLC (24,185 shares).
This table shows the top 36 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.