Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / DORSEY WRGT SMLC
-
Number of holders
-
74
-
Total 13F shares, excl. options
-
3,454,778
-
Shares change
-
+598,515
-
Total reported value, excl. options
-
$293,763,734
-
Value change
-
+$51,610,995
-
Number of buys
-
44
-
Number of sells
-
-24
-
Price
-
$85.05
Significant Holders of INVESCO EXCH TRADED FD TR II - DORSEY WRGT SMLC (DWAS) as of Q1 2021
85 filings reported holding DWAS - INVESCO EXCH TRADED FD TR II - DORSEY WRGT SMLC as of Q1 2021.
INVESCO EXCH TRADED FD TR II - DORSEY WRGT SMLC (DWAS) has 74 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,454,778 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (618,801 shares), BANK OF AMERICA CORP /DE/ (501,101 shares), MORGAN STANLEY (486,815 shares), ROYAL BANK OF CANADA (273,973 shares), RAYMOND JAMES & ASSOCIATES (228,285 shares), LPL Financial LLC (180,901 shares), UBS Group AG (120,536 shares), Janney Montgomery Scott LLC (117,798 shares), Cambridge Investment Research Advisors, Inc. (78,507 shares), and MorganRosel Wealth Management, LLC (57,797 shares).
This table shows the top 74 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.