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Get Institutions for : 
Invesco Actively Managd ETF (PDBC)  
$14.21 0.07 (0.5%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 398    28
Total shares held : 
 265,601,390  
% of shares held : 
 29.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -26  
Amount of shares held : 
 -19,383,728  
% of shares held change : 
   -2.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.85  
Last Quarter's Ending Price : 
 $13.30  
Last Quarter's Average Price : 
 $14.33  
Change from last quarter's     
avg. price to the last closing  : 
0.12 (0.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,288,528
 1.24%
 
Increased Positions :
146
 24,547,886
 9.24%
 
Unchanged Positions :
65
 4,957,958
 1.87%
 
Decreased Positions :
144
-38,805,369
-14.61%
 
Closed Positions :
71
-8,414,773
-3.17%
 
Guru Positions :
1
11,440
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 54 - 2024-03-31 124,472,012 $1,726,427,000 3,771,948
   Empower Advisory Group LLC 19 - 2024-03-31 24,027,021 $333,255,000 1,997,655
   MORGAN STANLEY 613 - 2024-03-31 22,535,312 $312,565,000 204,144
   Personal Capital Advisors Corp 19 - 2022-12-31 15,910,585 $235,158,000 963,440
   SigFig Wealth Management LLC 12 - 2024-03-31 5,448,606 $75,572,000 519,260
   BANK OF AMERICA CORP /DE/ 1103 - 2024-03-31 4,972,317 $68,966,000 -948,496
   ENVESTNET ASSET MANAGEMENT INC 567 - 2024-03-31 4,675,545 $64,850,000 147,046
   LPL FINANCIAL CORP 490 - 2024-03-31 4,221,407 $58,551,000 -868,727
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210 - 2024-03-31 3,186,930 $44,203,000 -1,523,233
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 10 - 2024-03-31 2,902,900 $40,263,000 0
   FMR LLC 1415 - 2024-03-31 2,678,175 $37,146,000 1,887,800
   Advisor Group Holdings Inc. 321 - 2024-03-31 1,943,283 $26,953,000 -18,082
   PARK AVENUE SECURITIES LLC 46 - 2024-03-31 1,921,950 $26,657,000 49,237
   MANUFACTURERES LIFE INSURANCE CO 549 - 2024-03-31 1,863,290 $25,840,000 94,561
   UBS Group AG 1064 - 2024-03-31 1,850,324 $25,664,000 -562,922
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 436 - 2024-03-31 1,780,411 $24,694,000 -600,921
   GM Advisory Group Inc. 18 - 2024-03-31 1,608,770 $22,314,000 51,490
   SMI Advisory Services LLC 5 - 2024-03-31 1,469,944 $21,020,000 1,469,944
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 260 - 2024-03-31 1,511,388 $20,963,000 1,511,388
   MML INVESTORS SERVICES LLC 287 - 2024-03-31 1,207,465 $16,748,000 -103,754
   PRINCIPAL FINANCIAL GROUP INC 1050 - 2024-03-31 1,175,605 $16,347,000 -249,606
   M&T BANK CORP 238 - 2024-03-31 1,153,738 $16,002,000 -31,537
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 8 - 2024-03-31 1,111,004 $15,410,000 68,306
   BURNS WEALTH MANAGEMENT, INC. 57 - 2024-03-31 1,075,757 $14,921,000 52,628
   JANNEY CAPITAL MANAGEMENT LLC 33 - 2024-03-31 1,022,661 $14,184,000 -7,394
   GOLDMAN SACHS GROUP INC/ 1815 - 2024-03-31 977,472 $13,558,000 49,940
   NATIONAL ASSET MANAGEMENT, INC. 59 - 2024-03-31 876,046 $13,097,000 222,607
   Penserra Capital Management LLC 114 - 2024-03-31 904,475 $12,545,000 904,475
   Magnus Financial Group LLC 14 - 2024-03-31 877,345 $12,169,000 859,501
   BANK OF NEW YORK MELLON CORP 1879 - 2024-03-31 848,026 $11,762,000 235,926
   Marion Wealth Management 8 - 2024-03-31 805,895 $11,178,000 298,646
   Marks Wealth LLC 8 *New 2024-03-31 792,036 $10,986,000 792,036
   Johnson Financial Group LLC 11 - 2024-03-31 786,351 $10,907,000 -400,238
   ROYAL BANK OF CANADA 1501 - 2024-03-31 703,275 $9,753,000 -7,438
   PFS INVESTMENTS INC. 136 - 2023-06-30 675,384 $9,189,000 10,848
   Briaud Financial Planning Inc 4 *New 2024-03-31 659,311 $9,145,000 659,311
   Engrave Wealth Partners LLC 11 - 2023-12-31 682,405 $9,076,000 -135,338
   Integrated Capital Management Inc. 4 - 2024-03-31 637,641 $8,844,000 18,097
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 498 - 2024-03-31 637,453 $8,841,000 -78,816
   NinePointTwo Capital 6 - 2023-12-31 663,941 $8,830,000 -38,644
   MADISON ASSET MANAGEMENT LLC 134 - 2024-03-31 628,930 $8,723,000 -263,436
   Ambassador Advisors LLC 14 - 2024-03-31 581,350 $8,063,000 6,862
   Cambria Investment Management L.P. 113 - 2024-03-31 577,892 $8,015,000 7,080
   STATE STREET CORP 2548 - 2024-03-31 577,057 $8,004,000 41,346
   Echo45 Advisors LLC 6 - 2024-03-31 573,451 $7,954,000 29,185
   BNP PARIBAS ARBITRAGE SA 792 - 2024-03-31 573,300 $7,952,000 572,600
   Traverso Chambers Private Wealth Management LLC 17 - 2023-12-31 597,364 $7,945,000 38,240
   RENAISSANCE TECHNOLOGIES LLC 1130 - 2024-03-31 567,700 $7,874,000 567,700
   Evolution Wealth Advisors LLC 16 - 2024-03-31 558,416 $7,745,000 -60,775
   ALLIANCEBERNSTEIN L.P. 1311 - 2024-03-31 520,671 $7,222,000 604
   CWM LLC 349 - 2024-03-31 516,159 $7,159,000 90,945
   Pineridge Advisors LLC 6 - 2024-03-31 498,338 $6,912,000 3,680
   KEYBANK NATIONAL ASSOCIATION/OH 252 - 2024-03-31 491,679 $6,820,000 -249,721
   HSBC HOLDINGS PLC 852 - 2024-03-31 477,500 $6,623,000 0
   GREEN SQUARE CAPITAL MANAGEMENT LLC 13 - 2024-03-31 458,265 $6,356,000 321,436
   Quent Capital LLC 31 - 2024-03-31 451,521 $6,263,000 13,491
   Qube Research & Technologies Ltd 936 - 2024-03-31 448,655 $6,223,000 -12,568
   J P MORGAN CHASE & CO 2326 - 2024-03-31 448,630 $6,222,000 104,629
   McMahon Financial Advisors LLC 19 - 2024-03-31 446,535 $6,193,000 25,703
   Vantage Financial Partners Ltd. Inc. 21 - 2024-03-31 426,622 $5,917,000 151,846
   Executive Wealth Management LLC 70 - 2024-03-31 419,445 $5,860,000 185,811
   PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, L 4 - 2024-03-31 420,355 $5,830,000 -5,389
   AE Wealth Management LLC 274 - 2024-03-31 408,928 $5,672,000 -1,310,270
   MBL Wealth LLC 38 - 2024-03-31 398,525 $5,528,000 243,975
   Patton Fund Management Inc. 40 - 2024-03-31 397,142 $5,508,000 76,761
   COMMONWEALTH EQUITY SERVICES LLC. 1103 - 2024-03-31 393,177 $5,453,000 -108,216
   Aspect Partners LLC 4 - 2024-03-31 377,029 $5,229,000 40,359
   Cetera Investment Advisers 982 - 2024-03-31 361,063 $5,008,000 137,671
   KESTRA PRIVATE WEALTH SERVICES LLC 201 - 2024-03-31 354,487 $4,917,000 34,613
   HANCOCK HOLDING CO 112 - 2024-03-31 348,357 $4,832,000 -83,522
   WEALTH MANAGEMENT RESOURCES INC. 18 - 2024-03-31 349,218 $4,784,000 -17,189
   CIM LLC 32 - 2024-03-31 337,414 $4,680,000 17,949
   LFA - Lugano Financial Advisors SA 4 - 2024-03-31 332,278 $4,609,000 -2,157
   HIGHTOWER ADVISORS, LLC 994 - 2024-03-31 332,541 $4,604,000 289,632
   JFG Wealth Management LLC 10 - 2024-03-31 331,046 $4,592,000 -26,405
   Equitable Holdings Inc. 268 - 2024-03-31 311,532 $4,321,000 9,537
   Claraphi Advisory Network LLC 12 - 2022-12-31 283,600 $4,192,000 139,141
   CPR Investments Inc. 10 - 2024-03-31 301,744 $4,185,000 10,727
   Ameritas Advisory Services LLC 119 - 2024-03-31 295,313 $4,096,000 295,313
   Brookstone Capital Management 244 - 2024-03-31 295,206 $4,095,000 18,954
   COMERICA BANK 846 - 2024-03-31 283,295 $3,929,000 -125,398
   OARSMAN CAPITAL, INC. 22 - 2024-03-31 280,903 $3,896,000 38,932
   Oversea-Chinese Banking CORP Ltd 122 - 2024-03-31 276,103 $3,827,000 -30,389
   Private Advisor Group LLC 556 - 2024-03-31 275,178 $3,817,000 62,266
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 67 - 2024-03-31 273,403 $3,792,000 1,810
   InterOcean Capital Group LLC 118 - 2024-03-31 271,824 $3,770,000 66,649
   Alhambra Investment Partners LLC 10 - 2024-03-31 262,359 $3,639,000 21,323
   JMAC ENTERPRISES LLC 45 - 2024-03-31 260,000 $3,606,000 31,257
   Summit Global Investments - 2024-03-31 251,809 $3,493,000 1,168
   Miracle Mile Advisors LLC 149 - 2024-03-31 230,279 $3,194,000 -31,548
   HPM Partners LLC 795 - 2024-03-31 229,349 $3,181,000 45,138
   RAYMOND JAMES & ASSOCIATES 1883 - 2024-03-31 223,862 $3,105,000 -18,258
   Aveo Capital Partners LLC 79 - 2024-03-31 217,069 $3,028,000 217,069
   ATRIA INVESTMENTS LLC 513 - 2024-03-31 214,202 $2,971,000 101,439
   Bennett Associates Wealth Management 14 - 2024-03-31 212,321 $2,945,000 44,482
   CREATIVE PLANNING 812 - 2024-03-31 212,010 $2,941,000 -9,671
   Andina Capital Management LLC 13 - 2024-03-31 210,824 $2,924,000 98,786
   NOMURA ASSET MANAGEMENT CO LTD 654 - 2024-03-31 206,800 $2,868,000 169,400
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 512 - 2024-03-31 205,261 $2,847,000 26,927
   Roble Belko & Company Inc 29 - 2024-03-31 203,876 $2,828,000 182,993
  100 Records found
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