Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / S&P 500 ENHNCD
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Number of holders
-
41
-
Total 13F shares, excl. options
-
1,156,958
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Shares change
-
-147,862
-
Total reported value, excl. options
-
$57,629,869
-
Value change
-
-$6,467,087
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Number of buys
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17
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Number of sells
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-24
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Price
-
$49.79
Significant Holders of INVESCO EXCH TRADED FD TR II - S&P 500 ENHNCD (SPVU) as of Q3 2024
45 filings reported holding SPVU - INVESCO EXCH TRADED FD TR II - S&P 500 ENHNCD as of Q3 2024.
INVESCO EXCH TRADED FD TR II - S&P 500 ENHNCD (SPVU) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,156,958 shares
.
Largest 10 shareholders include LPL Financial LLC (188,275 shares), BANK OF AMERICA CORP /DE/ (173,052 shares), Clear Creek Financial Management, LLC (172,516 shares), Armbruster Capital Management, Inc. (167,903 shares), Delta Wealth Advisors LLC (101,406 shares), Invesco Ltd. (97,360 shares), Cambridge Investment Research Advisors, Inc. (58,869 shares), Koss-Olinger Consulting, LLC (31,876 shares), Arrowroot Family Office, LLC (15,883 shares), and ENVESTNET ASSET MANAGEMENT INC (13,825 shares).
This table shows the top 41 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.