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QVMM · Invesco S&P Midcap 400 QVM Multi-Factor ETF ETF

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$35.40 +0.10 (+0.28%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $257,741,208
Total Shares: 11,138,341

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2022
Top Holder
97.4%
Jun 2021 → Mar 2023 · range 97.4% – 99.6%
−1.1 pts
Top 5
100.0%
Jun 2021 → Mar 2023 · range 100.0% – 100.0%
+0.0 pts
Top 10
100.0%
Jun 2021 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
9,491
Jun 2021 → Mar 2023 · range 9,491 – 9,924
Highly concentrated−208

Quarterly Activity

vs Dec 31, 2022
New
0
Increased
3
Decreased
1
Sold Out
3
Unchanged
2
Holder count: -3
Institutional value: +3.7%
Shares held: +1.1%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
LPL Financial LLC +117,441 236,435
CITADEL ADVISORS LLC +18,114 29,231
NATIXIS +6,218 8,167

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
OSAIC HOLDINGS, INC. −6,995 16,122

Top New Positions

vs Dec 31, 2022
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 11,517 $259,765
UBS Group AG 517 $11,660
HARBOUR INVESTMENTS, INC. 428 $9,653
Filter: New 0 Increased 3 Reduced 1 Sold out 3 Unchanged 2
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Municipal Employees' Retirement System of Michigan QVMM $251,031,652 97.40% 10,848,386
LPL Financial LLC QVMM $5,471,105 2.12% 236,435
CITADEL ADVISORS LLC QVMM $676,405 0.26% 29,231
OSAIC HOLDINGS, INC. QVMM $373,062 0.14% 16,122
NATIXIS QVMM $188,984 0.07% 8,167
PROEQUITIES, INC. QVMM $0 0.00% 0