Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF comprennent Venturi Wealth Management, LLC, Sovran Advisors, LLC, AlphaCore Capital LLC, et Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 202 000 | 86,61 | 9 201 | 84,09 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 56 910 | 1,53 | 2 592 | 0,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 239 598 | 4,32 | 10 914 | 2,90 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 245 703 | 11 192 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35 384 | 1,91 | 1 612 | 0,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 412 | 0,95 | 793 | -0,38 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 586 | 0,01 | 755 | -1,31 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12 841 | 48,55 | 585 | 46,37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 7 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 28 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 7 684 | 1,04 | 350 | -0,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 841 | 0,19 | 357 | -1,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 71 | 208,70 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16 808 | 16,88 | 766 | 15,21 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 164 | 0,61 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 86 617 | 0,99 | 3 945 | -0,38 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 6 782 | 14,25 | 309 | 12,41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 543 | 1,45 | 70 | 0,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 128 | 7,71 | 598 | 6,23 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 646 | 0,67 | 212 | -0,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 113 | 5 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44 536 | 32,74 | 2 031 | 32,16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 473 | 0,42 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 61 300 | 68,87 | 2 792 | 66,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 005 | 18,09 | 683 | 16,55 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 8 492 | 18,72 | 387 | 16,97 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 21 747 | 1 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 45 387 | 26,31 | 2 067 | 24,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 222 473 | 4,23 | 10 134 | 2,82 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 223 270 | 5,97 | 10 170 | 4,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 21 411 | 12,40 | 975 | 10,92 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 7 380 | 36,44 | 336 | 34,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 022 | 13,47 | 229 | 11,76 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6 678 | 0,77 | 304 | -0,33 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 14 608 | 9,10 | 665 | 7,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 593 | 4 461,54 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 314 | 246 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 540 | 0,73 | 207 | -2,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 028 | 1 003 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 576 | 0,56 | 846 | -0,82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 27 028 | 2,68 | 1 231 | 1,32 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 73 | 1,39 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 24 143 | 3,14 | 1 100 | 1,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 58 431 | 1,74 | 2 662 | 0,38 |
