Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / BULSHS 2027 MUNI
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
460,911
-
Shares change
-
-80,436
-
Total reported value, excl. options
-
$11,750,000
-
Value change
-
-$2,046,189
-
Number of buys
-
10
-
Number of sells
-
-3
-
Price
-
$25.45
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q1 2021
18 filings reported holding BSMR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI as of Q1 2021.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 460,911 shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (193,653 shares), Beaumont Financial Partners, LLC (90,974 shares), CITADEL ADVISORS LLC (39,367 shares), BANK OF AMERICA CORP /DE/ (24,719 shares), Royal Harbor Partners, LLC (23,558 shares), LPL Financial LLC (20,237 shares), TLWM (16,515 shares), Thrivent Financial for Lutherans (10,023 shares), InterOcean Capital Group, LLC (8,475 shares), and ADVISOR GROUP HOLDINGS, INC. (7,295 shares).
This table shows the top 17 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.