Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / RAFI STRATGIC US
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
4,690,403
-
Shares change
-
-189,444
-
Total reported value, excl. options
-
$164,278,000
-
Value change
-
-$6,527,717
-
Number of buys
-
7
-
Number of sells
-
-4
-
Price
-
$35.03
Significant Holders of INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) as of Q1 2021
12 filings reported holding IUS - INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US as of Q1 2021.
INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,690,403 shares
.
Largest 10 shareholders include PFS INVESTMENTS INC. (4,472,162 shares), Invesco Ltd. (192,938 shares), GOLDMAN SACHS GROUP INC (8,145 shares), ENVESTNET ASSET MANAGEMENT INC (7,097 shares), B. Riley Wealth Management, Inc. (6,362 shares), UBS Group AG (2,020 shares), Patriot Financial Group Insurance Agency, LLC (700 shares), ADVISOR GROUP HOLDINGS, INC. (475 shares), AdvisorNet Financial, Inc (348 shares), and FMR LLC (98 shares).
This table shows the top 11 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.