Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P SMLCAP HIG
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
244,327
-
Shares change
-
-241,829
-
Total reported value, excl. options
-
$5,597,000
-
Value change
-
-$5,497,406
-
Number of buys
-
5
-
Number of sells
-
-7
-
Price
-
$22.91
Significant Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG (XSHD) as of Q1 2021
13 filings reported holding XSHD - INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG as of Q1 2021.
INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG (XSHD) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 244,327 shares
.
Largest 10 shareholders include Cardan Capital Partners, LLC (77,918 shares), Investors Research Corp (51,044 shares), BANK OF AMERICA CORP /DE/ (41,439 shares), GWM Advisors LLC (19,599 shares), Tower Research Capital LLC (TRC) (17,837 shares), LPL Financial LLC (16,212 shares), Allworth Financial LP (15,310 shares), ADVISOR GROUP HOLDINGS, INC. (3,035 shares), ROYAL BANK OF CANADA (1,388 shares), and Ironwood Financial, llc (395 shares).
This table shows the top 11 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.