Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P SMLCP HELT
-
Number of holders
-
91
-
Total 13F shares, excl. options
-
609,337
-
Shares change
-
-175,024
-
Total reported value, excl. options
-
$112,133,683
-
Value change
-
-$31,155,826
-
Number of buys
-
38
-
Number of sells
-
-33
-
Price
-
$183.97
Significant Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q1 2021
100 filings reported holding PSCH - INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT as of Q1 2021.
INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 609,337 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (96,219 shares), MORGAN STANLEY (65,451 shares), LPL Financial LLC (63,961 shares), BANK OF AMERICA CORP /DE/ (36,886 shares), COMMONWEALTH EQUITY SERVICES, LLC (26,715 shares), ADVISOR GROUP HOLDINGS, INC. (24,433 shares), UBS Group AG (15,788 shares), ROYAL BANK OF CANADA (15,240 shares), Cardan Capital Partners, LLC (13,580 shares), and ENVESTNET ASSET MANAGEMENT INC (12,799 shares).
This table shows the top 91 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.