# INVESCO BLDRS INDEX FDS TR (ADRD)

> Institutional ownership reported to the SEC as of Q4 2019, from Form 13F filings. Source: https://holderbook.com/stocks/ADRD/

- Reporting holders: 14
- Reported value: $6.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $2.4M | 105,874 | 0.0% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.9M | 84,814 | 0.0% | 5 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.1M | 47,280 | 0.0% | 5 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $885.0K | 39,535 | 0.0% | 2 |
| [AVANTAX ADVISORY SERVICES, INC.](https://holderbook.com/funds/1303042-avantax-advisory-services-inc/) | $247.0K | 11,023 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $86.0K | 3,840 | 0.0% | 5 |
| [QCI ASSET MANAGEMENT INC/NY](https://holderbook.com/funds/930441-qci-asset-management-inc-ny/) | $65.0K | 2,925 | 0.0% | 5 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $51.0K | 2,295 | 0.0% | 5 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $46.0K | 2,075 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $18.0K | 785 | 0.0% | 5 |
| [LifePlan Financial Group, Inc](https://holderbook.com/funds/1583104-lifeplan-financial-group-inc/) | $15.0K | 677 | 0.0% | 5 |
| [LADENBURG THALMANN FINANCIAL SERVICES INC.](https://holderbook.com/funds/1029730-ladenburg-thalmann-financial-services-inc/) | $9.0K | 390 | 0.0% | 5 |
| [Ancora Advisors, LLC](https://holderbook.com/funds/1446114-ancora-advisors-llc/) | $4.0K | 200 | 0.0% | 1 |
| [Mine & Arao Wealth Creation & Management, LLC.](https://holderbook.com/funds/1802994-mine-arao-wealth-creation-management-llc/) | $2.0K | 109 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2019 | 14 | $6.8M |
| Q3 2019 | 12 | $6.0M |
| Q2 2019 | 12 | $5.8M |
| Q1 2019 | 16 | $8.4M |
| Q4 2018 | 17 | $19.7M |