Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / PURBTA 0 5 YR
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
1,605,362
-
Shares change
-
+284,578
-
Total reported value, excl. options
-
$42,501,000
-
Value change
-
+$7,531,954
-
Number of buys
-
11
-
Number of sells
-
-5
-
Price
-
$26.48
Significant Holders of INVESCO EXCH TRADED FD TR II - PURBTA 0 5 YR (PBTP) as of Q4 2021
25 filings reported holding PBTP - INVESCO EXCH TRADED FD TR II - PURBTA 0 5 YR as of Q4 2021.
INVESCO EXCH TRADED FD TR II - PURBTA 0 5 YR (PBTP) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,605,362 shares
.
Largest 10 shareholders include RETIREMENT CAPITAL STRATEGIES (534,627 shares), LPL Financial LLC (373,825 shares), MONEY CONCEPTS CAPITAL CORP (188,597 shares), Invesco Ltd. (128,870 shares), BENNICAS & ASSOCIATES, INC. (93,400 shares), BlackDiamond Wealth Management Inc. (68,855 shares), Private Advisor Group, LLC (67,740 shares), Good Life Advisors, LLC (38,053 shares), Collaborative Wealth Managment Inc. (32,728 shares), and JANE STREET GROUP, LLC (16,972 shares).
This table shows the top 20 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.