Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / RAFI STRATGIC US
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Number of holders
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42
-
Total 13F shares, excl. options
-
2,940,090
-
Shares change
-
+245,859
-
Total reported value, excl. options
-
$127,294,254
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Value change
-
+$11,165,835
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Number of buys
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24
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Number of sells
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22
-
Price
-
$43.30
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) as of Q4 2023
As of 31 Dec 2023 INVESCO EXCH TRD SLF IDX FD - RAFI STRATGIC US (IUS) had 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,940,090 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Merit Financial Group, LLC, Aveo Capital Partners, LLC, OSAIC HOLDINGS, INC., Kingsview Wealth Management, LLC, Raymond James Financial Services Advisors, Inc., McIlrath & Eck, LLC, Signal Advisors Wealth, LLC, PFG Advisors, and Geneos Wealth Management Inc..
This table shows 54 institutional shareholders of the security as of 31 Dec 2023.
| 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.