Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / DORSEY WRGT UTIL
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
446,168
-
Shares change
-
-355,428
-
Total reported value, excl. options
-
$15,260,092
-
Value change
-
-$11,833,106
-
Number of buys
-
8
-
Number of sells
-
-22
-
Price
-
$34.19
Significant Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) as of Q4 2022
38 filings reported holding PUI - INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL as of Q4 2022.
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 446,168 shares
.
Largest 10 shareholders include LPL Financial LLC (169,485 shares), MORGAN STANLEY (47,184 shares), BANK OF AMERICA CORP /DE/ (33,375 shares), Janney Montgomery Scott LLC (27,605 shares), MEITAV DASH INVESTMENTS LTD (20,454 shares), UBS Group AG (18,462 shares), WELLS FARGO & COMPANY/MN (18,196 shares), Capital Advisors, Ltd. LLC (17,426 shares), Trek Financial, LLC (16,782 shares), and B. Riley Wealth Advisors, Inc. (16,710 shares).
This table shows the top 29 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.