Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / S&P MDCP VLU MNT
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
2,424,729
-
Shares change
-
+190,095
-
Total reported value, excl. options
-
$118,440,346
-
Value change
-
+$9,442,475
-
Number of buys
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21
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Number of sells
-
-21
-
Price
-
$48.86
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P MDCP VLU MNT (XMVM) as of Q4 2021
61 filings reported holding XMVM - INVESCO EXCHANGE TRADED FD T - S&P MDCP VLU MNT as of Q4 2021.
INVESCO EXCHANGE TRADED FD T - S&P MDCP VLU MNT (XMVM) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,424,729 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (471,276 shares), MONEY CONCEPTS CAPITAL CORP (431,370 shares), LPL Financial LLC (398,466 shares), ADVISOR GROUP HOLDINGS, INC. (146,514 shares), MORGAN STANLEY (122,866 shares), Masso Torrence Wealth Management Inc. (101,669 shares), COMMONWEALTH EQUITY SERVICES, LLC (92,994 shares), WELLS FARGO & COMPANY/MN (68,105 shares), ROYAL BANK OF CANADA (40,868 shares), and Advisory Services Network, LLC (39,636 shares).
This table shows the top 55 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.