Q4 2018 13F Holders as of 31 Dec 2018
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Type / Class
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Equity / S&P SMCP VLU MNT
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Number of holders
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34
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Total 13F shares, excl. options
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1,102,927
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Shares change
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+298,190
-
Total reported value, excl. options
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$29,106,489
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Value change
-
+$7,668,851
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Number of buys
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10
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Number of sells
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-15
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Price
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$26.39
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) as of Q4 2018
38 filings reported holding XSVM - INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT as of Q4 2018.
INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,102,927 shares
.
Largest 10 shareholders include Cardan Capital Partners, LLC (285,031 shares), BANK OF AMERICA CORP /DE/ (249,386 shares), LPL Financial LLC (131,448 shares), WELLS FARGO & COMPANY/MN (53,519 shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (51,785 shares), MORGAN STANLEY (46,560 shares), CONDOR CAPITAL MANAGEMENT (38,244 shares), CITIGROUP INC (36,242 shares), Tolleson Wealth Management, Inc. (33,333 shares), and Clearwater Capital Advisors, LLC (30,260 shares).
This table shows the top 34 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.