Statistik Asas
| Pemilik Institusi | 102 total, 102 long only, 0 short only, 0 long/short - change of 8.42% MRQ |
| Purata Peruntukan Portfolio | 0.3138 % - change of -0.84% MRQ |
| Saham Institusi (Panjang) | 8,787,939 (ex 13D/G) - change of 0.87MM shares 11.04% MRQ |
| Nilai Institusi (Panjang) | $ 283,668 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF (US:IDHQ) telah 102 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 8,787,939 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Northwestern Mutual Wealth Management Co, Cedar Wealth Management, LLC, Morgan Stanley, Berkeley, Inc, Heck Capital Advisors, LLC, WCG Wealth Advisors LLC, KWB Wealth, Chaney Capital Management, Inc., and Raymond James Financial Inc .
Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF (ARCA:IDHQ) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 33.23 / share. Previously, on September 6, 2024, the share price was 30.52 / share. This represents an increase of 8.88% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 201,127 | -8.68 | 6,634 | 0.61 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 43,249 | 6.07 | 1,426 | 16.89 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64,960 | 23.59 | 2,142 | 36.17 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,441 | 283 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17,890 | 0.77 | 590 | 11.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63,728 | 149.42 | 2,102 | 175.00 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 24,714 | 3.44 | 815 | 13.99 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 33 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13,077 | -13.74 | 431 | -4.86 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,879 | 8.94 | 590 | 19.96 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 6,978 | 230 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 7,926 | 1.72 | 261 | 12.02 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 126,419 | 60.02 | 4,169 | 76.28 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 457,029 | 58.19 | 15,073 | 74.26 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 6,391 | -32.72 | 211 | -26.06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,338 | 420.71 | 77 | 541.67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 103,259 | -2.23 | 3,405 | 7.72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,099 | 4.67 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,246 | -30.43 | 206 | -23.51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 495 | 0.00 | 16 | 14.29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | 0.00 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,697 | 221 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 271,459 | 12.52 | 8,953 | 23.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62,149 | 7.72 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,054 | -7.74 | 200 | 2.04 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 27,123 | -0.26 | 895 | 9.83 | ||||
| 2025-04-21 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5,313 | -1.72 | 175 | 8.70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,545 | 282 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 6,709 | -0.61 | 221 | 9.41 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,231 | 237 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 102,408 | 3,313.60 | 3,377 | 3,920.24 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,519 | 0.00 | 50 | 8.89 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 153,733 | 1.65 | 5,070 | 11.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74,719 | 12.50 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 324,821 | 10.27 | 10,713 | 21.47 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 686 | 0.00 | 23 | 10.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9,983 | 2.08 | 329 | 12.67 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 332,189 | 19.97 | 10,956 | 32.16 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 18,313 | -2.34 | 604 | 6.91 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 132,660 | -1.25 | 4,375 | 8.78 | ||||
| 2025-07-17 | 13F | KWB Wealth | 325,785 | -42.76 | 9,754 | -39.48 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13,414 | 442 | ||||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,117 | 334 | ||||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 37,123 | -16.79 | 1,224 | -8.31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 166 | 1.22 | 5 | 25.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 577,888 | 42.96 | 19,059 | 57.48 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 379 | 3.27 | 12 | 20.00 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 123,410 | 157.75 | 4,070 | 200.37 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 23,076 | 76.00 | 761 | 94.13 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 7,212 | 15.89 | 238 | 27.42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,149 | 4.75 | 137 | 15.25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 266,910 | 7.71 | 8,803 | 18.64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 36,877 | 90.94 | 1,214 | 107.35 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 22,525 | 2.08 | 743 | 12.42 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 21,401 | -8.72 | 706 | 0.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85,606 | 7.11 | 2,823 | 18.02 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 98,089 | -3.10 | 3,235 | 6.73 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,558 | 155,700.00 | 51 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 328,572 | 4.95 | 10,836 | 15.61 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 60,479 | 1,995 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47,928 | 1.04 | 1,581 | 11.27 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,993 | 6.85 | 132 | 18.02 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 50 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,272,965 | 7.56 | 41,982 | 18.48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 802,732 | 7.56 | 26,474 | 18.48 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 6,845 | 0.78 | 226 | 10.84 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,878 | 458 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,195 | 39.07 | 336 | 53.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 88,428 | 2,916 | ||||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 5,511 | -45.32 | 182 | -39.87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,109 | -0.05 | 70 | 9.52 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15,786 | 3.45 | 521 | 14.04 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 10,009 | 0.06 | 330 | 10.37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 44,281 | 1.73 | 1,460 | 12.05 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 200 | 0.00 | 7 | 20.00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 53,296 | -0.14 | 1,758 | 10.02 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8,450 | 279 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 660 | 22 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 867 | 0.00 | 29 | 12.00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 78 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,443 | 3.96 | 48 | 14.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 155 | 0.00 | 5 | 25.00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9,585 | 0.69 | 316 | 11.27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,900 | 26.09 | 96 | 39.71 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 6,900 | -65.92 | 228 | -62.54 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 37,367 | -1.10 | 1,232 | 8.93 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 228,365 | 0.27 | 7,531 | 10.46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197,849 | 6.49 | 6,525 | 17.31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18,472 | -5.38 | 609 | 4.28 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 26,708 | 22.82 | 881 | 35.18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80,322 | 8.26 | 2,649 | 19.27 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 17,370 | -0.57 | 573 | 9.37 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 7,364 | -3.60 | 242 | 6.14 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4,220 | 81.43 | 139 | 101.45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14,988 | 9.95 | 494 | 21.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 83,083 | 95.37 | 2,740 | 115.24 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,518 | 3,350.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3,010 | 42.18 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 18,203 | -11.63 | 600 | -2.60 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 782,599 | 0.07 | 25,810 | 10.24 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 73,842 | -0.04 | 2,435 | 10.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 |
