Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF comprennent Concurrent Investment Advisors, LLC, Signature Estate & Investment Advisors Llc, et Thurston, Springer, Miller, Herd & Titak, Inc. .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 666 | 36,54 | 443 | 45,25 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 567 | 0,20 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 247 | 17,31 | 151 | 23,97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 884 | 1,73 | 470 | 7,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 170 455 | 10,22 | 20 605 | 16,76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 683 | 35,31 | 821 | 45,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 74 346 | 0,42 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 68 241 | 3,63 | 8 249 | 9,78 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 1 809 | 0,06 | 219 | 5,83 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 | 350,00 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 089 | 1,87 | 494 | 7,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 774 | 1 014,06 | 335 | 1 096,43 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 2 208 | 1,10 | 267 | 6,83 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 44 | 62,96 | 5 | 66,67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 200 | 100,00 | 24 | 118,18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 714 | 207 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 716 | 1,25 | 449 | 7,42 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 764 | 4,67 | 455 | 10,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4 911 | 7 695,24 | 594 | 8 371,43 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 51 629 | 4,99 | 6 241 | 11,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 330 | 1,15 | 403 | 7,20 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 258 | 46,59 | 31 | 55,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 606 | 88,29 | 315 | 88,62 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 173 | 0,58 | 21 | 5,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 720 | 408,03 | 2 142 | 437,94 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 813 | 219 |
