Mga Batayang Estadistika
Pemilik Institusional | 48 total, 48 long only, 0 short only, 0 long/short - change of -20.00% MRQ |
Alokasi Portofolio Rata-rata | 0.0176 % - change of -32.63% MRQ |
Saham Institusional (Jangka Panjang) | 438,796 (ex 13D/G) - change of -0.53MM shares -54.94% MRQ |
Nilai Institusional (Jangka Panjang) | $ 55,586 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF (US:PSCI) memiliki 48 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 438,796 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Stratos Wealth Partners, LTD., UBS Group AG, Salem Investment Counselors Inc, Modern Wealth Management, LLC, LPL Financial LLC, Advisor Group Holdings, Inc., Morgan Stanley, Wells Fargo & Company/mn, and Citadel Advisors Llc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF (NasdaqGM:PSCI) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 148.82 / share. Previously, on September 6, 2024, the share price was 121.25 / share. This represents an increase of 22.74% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | RiverFront Investment Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53,954 | 6.91 | 7,233 | 20.65 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 2,538 | 20.86 | 340 | 36.55 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,936 | -65.10 | 260 | -60.70 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 24,793 | -0.06 | 3,324 | 12.76 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 22,555 | -55.22 | 3,024 | -49.47 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 40 | 0.00 | 5 | 25.00 | ||||
2025-04-14 | 13F | Harbor Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 128 | 0.00 | 17 | 13.33 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 6 | 0.00 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 8,727 | 36.59 | 1,170 | 54.02 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4,856 | -42.57 | 651 | -35.26 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,145 | -31.19 | 556 | -22.38 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 8,954 | -4.82 | 1,200 | 7.43 | ||||
2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 1,094 | 0.00 | 147 | 13.18 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-03-28 | NP | HAPS - Harbor Corporate Culture Small Cap ETF | 2,257 | 270.61 | 315 | 287.65 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 4,403 | -12.67 | 1 | |||||
2025-07-22 | 13F | Valley National Advisers Inc | 921 | -65.63 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,009 | -93.99 | 269 | -93.23 | ||||
2025-08-05 | 13F | Key FInancial Inc | 106 | 0.00 | 14 | 16.67 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 6,387 | 1 | ||||||
2025-05-08 | 13F | Savant Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 278 | 29.30 | 37 | 48.00 | ||||
2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7,500 | 347 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 4,832 | -93.21 | 648 | -92.35 | ||||
2025-05-15 | 13F | Amundi | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2,054 | 0.00 | 275 | 12.70 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 3 | 0.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 2,082 | -22.34 | 279 | -12.26 | ||||
2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 | -83.33 | 1 | -80.00 | ||||
2025-05-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 25 | 66.67 | 3 | 200.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 150,274 | -2.33 | 20,146 | 10.22 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 37 | -50.67 | 5 | -37.50 | ||||
2025-05-09 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 2,000 | -0.70 | 268 | 12.13 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 107 | 14 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 12 | 0.00 | 2 | 0.00 | ||||
2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 30 | -96.86 | 4 | -96.46 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 5,349 | 1.56 | 717 | 14.72 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | 13F | Td Private Client Wealth Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 98 | 0.00 | 13 | 18.18 | ||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 608 | 4.11 | 82 | 17.39 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 52,481 | -1.61 | 7,036 | 11.03 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,928 | 39.27 | 1,868 | 57.15 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F/A | Avion Wealth | 500 | 0.00 | 0 | |||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,274 | 86.09 | 305 | 85.37 | ||||
2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | TFG Advisers LLC | 1,853 | -5.02 | 248 | 7.36 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 4,196 | 1 | ||||||
2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 256 | -93.47 | 34 | -92.69 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2,058 | -21.00 | 276 | -11.00 | ||||
2025-05-15 | 13F | Modern Wealth Management, LLC | 24,415 | 0.02 | 2,900 | -11.56 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 327 | 27.24 | 44 | 43.33 | ||||
2025-07-28 | 13F | Copia Wealth Management | 36 | 0.00 | 5 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 11,366 | -18.90 | 1,524 | -8.47 |