QVMM Institutional Ownership
Invesco S&P MidCap 400 QVM Multi-factor ETF
1W: +0.6%
1M: -2.4%
3M: -4.3%
YTD: +9.6%
1Y: +12.4%
3Y: +53.3%
5Y: +45.1%
$34.16
+0.35 (+1.04%)
Weekly Expected Move ±1.6%
$33
$34
$34
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QVMM
13
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
435M
Total Invested
1
New Positions
2
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Municipal Employees' Retirement System | 11,882,576 | $406M | — | +0.0% | 21Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 70,135 | $2M | -55,627 | -44.2% | 3Q | SEC ↗ |
| 3 | Private Advisor Group, LLC | 52,025 | $2M | -786 | -1.5% | 11Q | SEC ↗ |
| 4 | Fragasso Financial Advisors Inc | 20,622 | $704K | +36 | +0.2% | 6Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 15,266 | $521K | -1,463 | -8.7% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC | 8,799 | $301K | +302 | +3.6% | 10Q | SEC ↗ |
| 7 | Empirical Asset Management, LLC | 8,712 | $298K | -486 | -5.3% | 9Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 6,344 | $217K | -3,137 | -33.1% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 6,308 | $215K | -73 | -1.1% | 10Q | SEC ↗ |
| 10 | Aptus Capital Advisors, LLC | 734 | $25K | — | +0.0% | 3Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC NEW | 734 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 26 | $1K | — | +0.0% | 20Q | SEC ↗ |
| 13 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 14 | UBS Group AG | 0 | $0K | -12 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 734 | $25K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 12 | $0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +302 | +3.6% | 8,799 |
| Fragasso Financial Advisors Inc | +36 | +0.2% | 20,622 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -55,627 | -44.2% | 70,135 |
| Kestra Advisory Services, LLC | -3,137 | -33.1% | 6,344 |
| JPMORGAN CHASE & CO | -1,463 | -8.7% | 15,266 |
| Private Advisor Group, LLC | -786 | -1.5% | 52,025 |
| Empirical Asset Management, LLC | -486 | -5.3% | 8,712 |
| BANK OF AMERICA CORP /DE | -73 | -1.1% | 6,308 |