Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / S&P SMLCP UTIL
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Number of holders
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15
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Total 13F shares, excl. options
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150,776
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Shares change
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+41,082
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Total reported value, excl. options
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$8,494,836
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Value change
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+$2,238,554
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Number of buys
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4
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Number of sells
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9
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Price
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$56.81
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP UTIL (PSCU) as of Q1 2025
As of 31 Mar 2025 INVESCO EXCH TRADED FD TR II - S&P SMLCP UTIL (PSCU) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 150,776 shares of stock of the company.
Largest 10 holders included GWN SECURITIES INC., BARD ASSOCIATES INC, HARBOR CAPITAL ADVISORS, INC., Virtu Financial LLC, LPL Financial LLC, Tower Research Capital LLC (TRC), MORGAN STANLEY, UBS Group AG, Kessler Investment Group, LLC, and AdvisorNet Financial, Inc.
This table shows 15 institutional shareholders of the security as of 31 Mar 2025.
| 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.