Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / S&P SMCP VLU MNT
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
1,408,352
-
Shares change
-
-80,732
-
Total reported value, excl. options
-
$49,498,168
-
Value change
-
-$714,710
-
Number of buys
-
14
-
Number of sells
-
-12
-
Price
-
$34.92
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) as of Q4 2020
37 filings reported holding XSVM - INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT as of Q4 2020.
INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,408,352 shares
.
Largest 10 shareholders include MONEY CONCEPTS CAPITAL CORP (372,768 shares), BANK OF AMERICA CORP /DE/ (336,307 shares), LPL Financial LLC (236,947 shares), IHT Wealth Management, LLC (67,371 shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (59,252 shares), Raymond James Financial Services Advisors, Inc. (55,404 shares), AMERIPRISE FINANCIAL INC (42,370 shares), MORGAN STANLEY (33,856 shares), Tolleson Wealth Management, Inc. (33,333 shares), and ROYAL BANK OF CANADA (29,734 shares).
This table shows the top 33 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.