Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / S&P SMCP VLU MNT
-
Number of holders
-
63
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Total 13F shares, excl. options
-
3,388,422
-
Shares change
-
+1,537,906
-
Total reported value, excl. options
-
$171,912,169
-
Value change
-
+$78,062,741
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Number of buys
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42
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Number of sells
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-6
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Price
-
$50.73
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) as of Q2 2021
66 filings reported holding XSVM - INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT as of Q2 2021.
INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,388,422 shares
.
Largest 10 shareholders include Portfolio Strategies, Inc. (659,370 shares), BANK OF AMERICA CORP /DE/ (543,770 shares), LPL Financial LLC (483,946 shares), AMERIPRISE FINANCIAL INC (230,713 shares), MORGAN STANLEY (166,914 shares), Cambridge Investment Research Advisors, Inc. (118,754 shares), WELLS FARGO & COMPANY/MN (91,982 shares), COMMONWEALTH EQUITY SERVICES, LLC (83,580 shares), Crescent Capital Consulting, LLC (76,588 shares), and Cardan Capital Partners, LLC (73,124 shares).
This table shows the top 63 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.