Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
-
Equity / DORSEY WRGT UTIL
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Number of holders
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27
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Total 13F shares, excl. options
-
385,772
-
Shares change
-
-44,977
-
Total reported value, excl. options
-
$12,505,418
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Value change
-
-$1,484,182
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Number of buys
-
9
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Number of sells
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13
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Price
-
$32.42
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) as of Q2 2023
As of 30 Jun 2023 INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) had 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 385,772 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MORGAN STANLEY, IMC-Chicago, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MEITAV INVESTMENT HOUSE LTD, Capital Advisors, Ltd. LLC, Trek Financial, LLC, B. Riley Wealth Advisors, Inc., BANK OF AMERICA CORP /DE/, and WELLS FARGO & COMPANY/MN.
This table shows 31 institutional shareholders of the security as of 30 Jun 2023.
| 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.