Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / S&P SMCP VLU MNT
-
Number of holders
-
88
-
Total 13F shares, excl. options
-
4,474,124
-
Shares change
-
+1,068,494
-
Total reported value, excl. options
-
$241,039,085
-
Value change
-
+$57,574,434
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Number of buys
-
49
-
Number of sells
-
-16
-
Price
-
$53.89
Significant Holders of INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) as of Q4 2021
95 filings reported holding XSVM - INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT as of Q4 2021.
INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT (XSVM) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,474,124 shares
.
Largest 10 shareholders include LPL Financial LLC (647,373 shares), BANK OF AMERICA CORP /DE/ (609,598 shares), MORGAN STANLEY (390,452 shares), AMERIPRISE FINANCIAL INC (296,541 shares), MONEY CONCEPTS CAPITAL CORP (264,699 shares), COMMONWEALTH EQUITY SERVICES, LLC (248,036 shares), Cambridge Investment Research Advisors, Inc. (207,043 shares), WELLS FARGO & COMPANY/MN (184,028 shares), MAINSTAY CAPITAL MANAGEMENT LLC /ADV (151,505 shares), and Del-Sette Capital Management, LLC (129,219 shares).
This table shows the top 88 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.