Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P SMCP VLU MNT
-
Number of holders
-
50
-
Total 13F shares, excl. options
-
2,223,354
-
Shares change
-
+748,041
-
Total reported value, excl. options
-
$108,154,610
-
Value change
-
+$37,206,581
-
Number of buys
-
27
-
Number of sells
-
-10
-
Price
-
$48.58
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) as of Q1 2021
53 filings reported holding XSVM - INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT as of Q1 2021.
INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,223,354 shares
.
Largest 10 shareholders include LPL Financial LLC (424,024 shares), MONEY CONCEPTS CAPITAL CORP (411,121 shares), Portfolio Strategies, Inc. (367,006 shares), BANK OF AMERICA CORP /DE/ (288,313 shares), MORGAN STANLEY (195,249 shares), CWM, LLC (70,452 shares), Cardan Capital Partners, LLC (55,094 shares), WELLS FARGO & COMPANY/MN (42,631 shares), RAYMOND JAMES & ASSOCIATES (41,019 shares), and Spire Wealth Management (36,465 shares).
This table shows the top 50 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.