Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / S&P SMLCP UTIL
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
121,241
-
Shares change
-
+1,547
-
Total reported value, excl. options
-
$6,768,908
-
Value change
-
+$86,242
-
Number of buys
-
6
-
Number of sells
-
-7
-
Price
-
$55.86
Significant Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP UTIL (PSCU) as of Q1 2023
17 filings reported holding PSCU - INVESCO EXCH TRADED FD TR II - S&P SMLCP UTIL as of Q1 2023.
INVESCO EXCH TRADED FD TR II - S&P SMLCP UTIL (PSCU) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 121,241 shares
.
Largest 10 shareholders include BARD ASSOCIATES INC (51,725 shares), UBS Group AG (25,299 shares), LPL Financial LLC (11,865 shares), Tower Research Capital LLC (TRC) (9,225 shares), MORGAN STANLEY (6,765 shares), Gladstone Institutional Advisory LLC (4,996 shares), CITADEL ADVISORS LLC (4,671 shares), ADVISOR GROUP HOLDINGS, INC. (2,116 shares), Global Retirement Partners, LLC (2,009 shares), and WELLS FARGO & COMPANY/MN (1,415 shares).
This table shows the top 16 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.