Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / DORSEY WRGT CSMR
-
Number of holders
-
48
-
Total 13F shares, excl. options
-
883,519
-
Shares change
-
+353,672
-
Total reported value, excl. options
-
$80,687,228
-
Value change
-
+$32,366,832
-
Number of buys
-
28
-
Number of sells
-
-12
-
Price
-
$91.31
Significant Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q4 2021
52 filings reported holding PEZ - INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR as of Q4 2021.
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 883,519 shares
.
Largest 10 shareholders include HighTower Advisors, LLC (203,751 shares), MORGAN STANLEY (94,273 shares), WELLS FARGO & COMPANY/MN (74,196 shares), LPL Financial LLC (65,678 shares), Janney Montgomery Scott LLC (64,491 shares), Raymond James Financial Services Advisors, Inc. (48,768 shares), BANK OF AMERICA CORP /DE/ (43,857 shares), Private Advisor Group, LLC (41,913 shares), THEORY FINANCIAL LLC (37,919 shares), and RAYMOND JAMES & ASSOCIATES (30,545 shares).
This table shows the top 48 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.