Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / S&P SMLCP HELT
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
782,346
-
Shares change
-
-58,889
-
Total reported value, excl. options
-
$33,798,713
-
Value change
-
-$2,629,493
-
Number of buys
-
18
-
Number of sells
-
-38
-
Price
-
$43.28
Significant Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q1 2025
81 filings reported holding PSCH - INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT as of Q1 2025.
INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 782,346 shares
.
Largest 10 shareholders include MORGAN STANLEY (84,062 shares), WELLS FARGO & COMPANY/MN (69,710 shares), LPL Financial LLC (53,651 shares), WBI INVESTMENTS, LLC (52,776 shares), PACIFIC SUN FINANCIAL CORP (48,686 shares), AMERIPRISE FINANCIAL INC (37,191 shares), Virtu Financial LLC (36,428 shares), UBS Group AG (32,226 shares), BANK OF AMERICA CORP /DE/ (24,789 shares), and MGB Wealth Management, LLC (24,775 shares).
This table shows the top 70 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.