QVMS Institutional Ownership
Invesco S&P SmallCap 600 QVM Multi-factor ETF
1W: +0.4%
1M: -3.3%
3M: -5.5%
YTD: +14.8%
1Y: +16.5%
3Y: +54.7%
5Y: +41.0%
$32.69
+0.46 (+1.43%)
Weekly Expected Move ±1.6%
$32
$32
$33
$33
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QVMS
11
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
254M
Total Invested
3
New Positions
2
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Municipal Employees' Retirement System | 7,114,414 | $233M | — | +0.0% | 21Q | SEC ↗ |
| 2 | CAPTRUST FINANCIAL ADVISORS | 55,726 | $2M | +5,261 | +10.4% | 3Q | SEC ↗ |
| 3 | ABOUND FINANCIAL, LLC | 43,224 | $1M | -3,042 | -6.6% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 29,691 | $971K | +266 | +0.9% | 11Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 10,280 | $336K | -141 | -1.4% | 10Q | SEC ↗ |
| 6 | Integrated Wealth Concepts LLC NEW | 850 | $28K | — | +0.0% | 1Q | SEC ↗ |
| 7 | MERCER GLOBAL ADVISORS INC /ADV NEW | 491 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Global Retirement Partners, LLC NEW | 368 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 9 | MORGAN STANLEY | 0 | $0K | -1 | -100.0% | 5Q | SEC ↗ |
| 10 | UBS Group AG | 0 | $0K | -385 | -100.0% | 5Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 0 | $0K | -23,852 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 850 | $28K |
| MERCER GLOBAL ADVISORS INC /ADV | 491 | $16K |
| Global Retirement Partners, LLC | 368 | $12K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 23,852 | $780K |
| UBS Group AG | 385 | $13K |
| MORGAN STANLEY | 1 | $0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | +5,261 | +10.4% | 55,726 |
| LPL Financial LLC | +266 | +0.9% | 29,691 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ABOUND FINANCIAL, LLC | -3,042 | -6.6% | 43,224 |
| BANK OF AMERICA CORP /DE | -141 | -1.4% | 10,280 |