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Get Institutions for : 
Invesco DWA Momentum ETF (PDP)  
$98.45 1.14 (1.17%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    2
Total shares held : 
 7,239,233  
% of shares held : 
 31.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -539,110  
% of shares held change : 
   -2.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.52  
Last Quarter's Ending Price : 
 $85.49  
Last Quarter's Average Price : 
 $79.43  
Change from last quarter's     
avg. price to the last closing  : 
19.02 (23.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 38,492
 0.53%
 
Increased Positions :
45
 144,695
 2%
 
Unchanged Positions :
60
 145,251
 2.01%
 
Decreased Positions :
55
-710,157
-9.81%
 
Closed Positions :
11
-12,140
-0.17%
 
Guru Positions :
0
 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
   MORGAN STANLEY 1363 - 2024-03-31 785,159 $77,558,000 -64,870
   RAYMOND JAMES & ASSOCIATES 374 - 2024-03-31 589,914 $58,272,000 11,388
   WELLS FARGO & CO/MN 666 - 2024-03-31 575,038 $56,802,000 -10,242
   BANK OF AMERICA CORP /DE/ 1306 - 2024-03-31 481,635 $47,576,000 35,517
   COMMONWEALTH EQUITY SERVICES LLC. 258 - 2024-03-31 434,009 $42,871,000 -14,267
   CFG ASSET MANAGEMENT LLC 5 - 2024-03-31 349,563 $34,530,000 79,819
   ROYAL BANK OF CANADA 871 - 2024-03-31 349,088 $34,483,000 33,977
   UBS Group AG 1102 - 2024-03-31 240,445 $23,751,000 -1,044
   LPL FINANCIAL CORP 881 - 2024-03-31 232,921 $23,008,000 -17,257
   PROSPERA FINANCIAL SERVICES 21 - 2023-12-31 249,123 $21,298,000 -87,957
   GATEWAY ADVISORY, LLC 4 - 2024-03-31 209,265 $20,671,000 3,263
   JANNEY MONTGOMERY SCOTT LLC 372 - 2024-03-31 173,299 $17,119,000 -1,574
   SAVANT CAPITAL MANAGEMENT INC 88 - 2024-03-31 172,308 $17,021,000 -6,896
   AMERIPRISE FINANCIAL INC 1441 - 2024-03-31 158,915 $15,699,000 -10,415
   Strid Group LLC 7 - 2024-03-31 129,508 $12,793,000 -6,381
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 712 - 2024-03-31 121,886 $12,040,000 -16,811
   Rockefeller Capital Management L.P. 492 - 2024-03-31 102,499 $10,125,000 -1,461
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 484 - 2024-03-31 97,436 $9,625,000 -123,320
   ENVESTNET ASSET MANAGEMENT INC 1570 - 2024-03-31 93,119 $9,198,000 -6,908
   Advisor Group Holdings Inc. 733 - 2024-03-31 93,013 $9,187,000 -31,549
   LJI Wealth Management LLC 12 - 2024-03-31 90,227 $8,913,000 1,239
   Goss Wealth Management LLC 255 - 2024-03-31 86,839 $8,578,000 -2,297
   J P MORGAN CHASE & CO 2155 - 2024-03-31 84,710 $8,368,000 -2,816
   STIFEL FINANCIAL CORP 917 - 2024-03-31 76,360 $7,543,000 -3,423
   WIN ADVISORS INC 15 *New 2024-03-31 62,444 $6,168,000 62,444
   Tradition Wealth Management LLC 47 - 2024-03-31 53,542 $5,289,000 8,647
   Private Advisory Group LLC 42 - 2024-03-31 53,525 $5,287,000 29,351
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 739 - 2024-03-31 50,660 $5,004,000 2,934
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 26 - 2024-03-31 48,158 $4,757,000 -234
   OSBORNE PARTNERS CAPITAL MANAGEMENT 103 - 2024-03-31 40,814 $4,032,000 -2,757
   EP WEALTH ADVISORS, INC. 198 - 2024-03-31 38,253 $3,779,000 -70
   JBR Co Financial Management Inc 7 - 2024-03-31 34,359 $3,394,000 -5,173
   MTM Investment Management LLC 17 - 2024-03-31 32,956 $3,255,000 0
   BB&T CORP 1083 - 2024-03-31 30,974 $3,060,000 -3,511
   Cetera Investment Advisers 1296 - 2024-03-31 29,594 $2,923,000 21,577
   MERCER GLOBAL ADVISORS INC /ADV 629 - 2024-03-31 28,317 $2,797,000 -4,654
   BLAIR WILLIAM & CO/IL 610 - 2024-03-31 27,750 $2,741,000 -200
   PFG Investments LLC 157 - 2024-03-31 24,163 $2,387,000 9,585
   G&S Capital LLC 37 - 2024-03-31 24,142 $2,385,000 -2,028
   Milestone Advisory Partners 20 - 2023-09-30 30,825 $2,373,000 1,262
   NATIONAL ASSET MANAGEMENT, INC. 301 - 2024-03-31 30,618 $2,357,000 1,199
   MorganRosel Wealth Management LLC 26 - 2024-03-31 23,409 $2,312,000 -931
   DAVIDSON D A & CO 500 - 2024-03-31 22,084 $2,181,000 117
   Sovereign Financial Group Inc. 30 - 2024-03-31 21,400 $2,114,000 1
   WARREN AVERETT ASSET MANAGEMENT, LLC 257 - 2024-03-31 20,242 $1,999,000 14,181
   Lunt Capital Management Inc. 25 - 2024-03-31 20,027 $1,978,000 -1,039
   Forefront Analytics LLC 28 - 2024-03-31 19,409 $1,917,000 5
   Capital Investment Advisory Services LLC 111 - 2024-03-31 19,250 $1,902,000 21
   MML INVESTORS SERVICES LLC 1068 - 2024-03-31 19,082 $1,885,000 284
   Steward Partners Investment Advisory LLC 601 - 2024-03-31 18,797 $1,857,000 9,798
   RAYMOND JAMES TRUST CO 332 - 2024-03-31 18,183 $1,796,000 1,999
   MGB Wealth Management LLC 35 - 2024-03-31 17,388 $1,718,000 1
   Snowden Capital Advisors LLC 354 - 2024-03-31 16,847 $1,664,000 0
   Fort Point Capital Partners LLC 76 - 2024-03-31 16,640 $1,644,000 -489
   MULTIFINANCIAL SECURITIES CORP 920 - 2024-03-31 16,288 $1,609,000 4,645
   Bridgewater Advisors Inc. 64 - 2024-03-31 14,735 $1,456,000 0
   Calton & Associates Inc. 34 - 2024-03-31 14,315 $1,414,000 32
   Merit Financial Group LLC 344 - 2024-03-31 13,566 $1,278,000 254
   Rainsberger Wealth Advisors Inc. - 2023-12-31 14,470 $1,237,000 -1,352
   NBC SECURITIES INC. 194 - 2024-03-31 12,267 $1,211,000 858
   Sowell Financial Services LLC 318 - 2024-03-31 11,698 $1,156,000 0
   FINANCIAL NETWORK 1370 - 2024-03-31 11,428 $1,129,000 0
   Baird Financial Group Inc. 1146 - 2024-03-31 10,675 $1,054,000 -46
   STEPHENS INC /AR/ 573 - 2024-03-31 10,154 $1,003,000 -340
   BENJAMIN F. EDWARDS & COMPANY INC. 508 - 2024-03-31 10,115 $999,000 -1,270
   SCOTIA CAPITAL INC. 506 - 2024-03-31 9,831 $971,000 1,348
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2628 - 2024-03-31 9,601 $948,000 6,195
   JANE STREET GROUP LLC 3194 *New 2024-03-31 9,147 $904,000 9,147
   Kestra Advisory Services LLC 1299 - 2024-03-31 9,054 $894,000 874
   LINCOLN NATIONAL CORP 550 - 2024-03-31 9,030 $892,000 42
   BUCKINGHAM ASSET MANAGEMENT, LLC 362 - 2024-03-31 8,680 $857,000 0
   Focus Financial Network Inc. 293 - 2024-03-31 8,440 $777,000 0
   Private Advisor Group LLC 1309 - 2024-03-31 7,492 $740,000 -24
   Second Half Financial Partners LLC 38 - 2024-03-31 7,408 $732,000 3,333
   FOCUS FINANCIAL NETWORK INC /ADV 376 - 2023-12-31 8,444 $722,000 0
   WMS PARTNERS, LLC 128 - 2024-03-31 7,125 $704,000 0
   Geneos Wealth Management Inc. 431 - 2024-03-31 6,670 $659,000 -275
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 541 - 2024-03-31 6,642 $652,000 0
   Mill Creek Capital Advisors LLC 137 *New 2024-03-31 6,592 $651,000 6,592
   FMR LLC 2488 - 2024-03-31 6,406 $633,000 280
   IFP Advisors Inc 497 - 2023-12-31 7,300 $624,000 2,667
   COMERICA BANK 1815 - 2024-03-31 5,877 $581,000 -5,102
   Eagle Bay Advisors LLC 50 - 2024-03-31 5,761 $569,000 0
   WealthBridge Capital Management LLC 90 - 2024-03-31 5,622 $555,000 0
   CREATIVE PLANNING 1791 - 2024-03-31 5,525 $546,000 -1,227
   EPG Wealth Management LLC 162 - 2024-03-31 5,446 $538,000 2
   CAROLINAS WEALTH CONSULTING LLC 95 *New 2024-03-31 5,284 $522,000 5,284
   Prosperity Financial Group Inc. 78 - 2024-03-31 5,158 $510,000 1
   Stratos Wealth Partners LTD. 872 - 2024-03-31 5,146 $508,000 4
   Atria Wealth Solutions Inc. 1247 - 2024-03-31 5,133 $507,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 261 - 2024-03-31 5,028 $497,000 636
   CITADEL ADVISORS LLC 3765 - 2024-03-31 4,976 $492,000 -2,528
   Cyndeo Wealth Partners LLC 262 - 2024-03-31 4,924 $486,000 -5,325
   CIBC WORLD MARKETS INC. 918 - 2024-03-31 4,896 $484,000 0
   SPC FINANCIAL, INC. 163 - 2024-03-31 4,755 $470,000 545
   COLONY GROUP, LLC 734 - 2024-03-31 4,739 $468,000 0
   PRIVATE TRUST CO NA 397 - 2024-03-31 4,578 $452,000 0
   Consolidated Planning Corp 110 - 2024-03-31 4,415 $436,000 0
   Principle Wealth Partners LLC 236 - 2024-03-31 4,395 $434,000 0
   TKG Advisors LLC 70 - 2024-03-31 4,389 $434,000 -602
  100 Records found
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