Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF comprennent Glenmede Investment Management, LP, et Abound Wealth Management .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Abound Wealth Management | 120 | 5 | ||||||
2025-08-14 | 13F | Mariner, LLC | 11 691 | 2,13 | 455 | 18,54 | ||||
2025-07-09 | 13F | Efficient Frontier Advisors LLC | 9 228 | 0,94 | 359 | 17,32 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 11 947 | 3,09 | 465 | 19,90 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 8 069 | 3,04 | 314 | 19,85 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 29 681 | 1,70 | 1 155 | 18,34 | ||||
2025-08-14 | 13F | Colony Group, LLC | 193 073 | 1 365,23 | 7 514 | 1 603,63 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 17 176 | 5 722,37 | 668 | 7 322,22 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 26 532 | 8,93 | 1 033 | 26,63 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 210 | 195,77 | 8 | 300,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 835 | 3,30 | 305 | 20,16 | ||||
2025-08-15 | 13F | Morgan Stanley | 47 117 | 8,42 | 1 834 | 26,07 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 106 036 | 234,59 | 4 127 | 289,25 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 12 252 | 0,29 | 477 | 16,67 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 51 344 | 13,70 | 1 999 | 32,30 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 13 117 | 0,95 | 510 | 17,51 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 7 121 | 0,11 | 277 | 16,39 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3 390 | 1,50 | 132 | 12,93 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 14 142 | 0,67 | 550 | 17,02 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 693 | 27 | ||||||
2025-08-08 | 13F | CFO4Life Group, LLC | 6 510 | 0,91 | 253 | 17,67 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 6 001 | 56,97 | 232 | 80,47 | ||||
2025-08-14 | 13F | Fmr Llc | 10 022 | 9,76 | 390 | 27,87 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 536 | 56,73 | 26 | 127,27 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 323 | 69,81 | 90 | 100,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 190 463 | 1 017,22 | 7 412 | 1 200,35 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 98 654 | 4,75 | 3 839 | 21,91 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 2 256 | 88 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 110 868 | 2,03 | 4 315 | 18,61 | ||||
2025-08-05 | 13F | Huntington National Bank | 46 | 15,38 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 3 963 | 19,80 | 154 | 40,00 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 321 | 12 | ||||||
2025-08-08 | 13F | L & S Advisors Inc | 27 977 | 10,18 | 1 089 | 28,00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 102 092 | 3 973 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 332 | 13 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 7 782 | 0,75 | 303 | 17,05 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 357 | 0,74 | 53 | 23,81 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 148 570 | 36,37 | 5 782 | 58,51 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 960 | 0,05 | 76 | 16,92 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 80 | 3 |