Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / BULSHS 2027 MUNI
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
466,897
-
Shares change
-
+390,246
-
Total reported value, excl. options
-
$11,814,000
-
Value change
-
+$9,874,379
-
Number of buys
-
12
-
Price
-
$25.31
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q3 2020
14 filings reported holding BSMR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI as of Q3 2020.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 466,897 shares
.
Largest 10 shareholders include Beaumont Financial Partners, LLC (290,280 shares), JANE STREET GROUP, LLC (47,877 shares), CITADEL ADVISORS LLC (36,409 shares), Royal Harbor Partners, LLC (23,558 shares), BANK OF AMERICA CORP /DE/ (18,465 shares), TLWM (15,355 shares), LPL Financial LLC (12,601 shares), Thrivent Financial for Lutherans (10,014 shares), ADVISOR GROUP HOLDINGS, INC. (5,800 shares), and Asset Dedication, LLC (2,998 shares).
This table shows the top 14 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.