Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / S&P SMCP VLU MNT
-
Number of holders
-
63
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Total 13F shares, excl. options
-
2,800,939
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Shares change
-
-477,188
-
Total reported value, excl. options
-
$141,004,319
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Value change
-
-$24,353,539
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Number of buys
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36
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Number of sells
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-24
-
Price
-
$50.34
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) as of Q3 2021
76 filings reported holding XSVM - INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT as of Q3 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 2,800,939 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (578,984 shares), LPL Financial LLC (508,497 shares), AMERIPRISE FINANCIAL INC (267,751 shares), MORGAN STANLEY (194,868 shares), WELLS FARGO & COMPANY/MN (135,899 shares), Cambridge Investment Research Advisors, Inc. (129,731 shares), COMMONWEALTH EQUITY SERVICES, LLC (128,954 shares), MAINSTAY CAPITAL MANAGEMENT LLC /ADV (93,498 shares), ROYAL BANK OF CANADA (91,841 shares), and Crescent Capital Consulting, LLC (53,545 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.