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Get Institutions for : 
Invesco Russell Top 200 Equal Weight ETF (EQWL)  
$93.80 1.36 (1.47%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    19
Total shares held : 
2,632,608  
% of shares held : 
2.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  40  
Amount of shares held : 
433,117  
% of shares held change : 
  0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$77.99  
Last Quarter's Ending Price : 
$87.56  
Last Quarter's Average Price
$81.29  
Change from last quarter's     
avg. price to the last closing  : 
12.51 (15.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 293,733
 11.16%
 
Increased Positions :
36
 459,994
 17.47%
 
Unchanged Positions :
14
 44,334
 1.68%
 
Decreased Positions :
15
-286,850
-10.9%
 
Closed Positions :
5
-33,760
-1.28%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Sigma Planning Corp 338 *New 2024-03-31 18,572 $1,762,000 18,572
   MULTIFINANCIAL SECURITIES CORP 889 *New 2024-03-31 17,895 $1,698,000 17,895
   Fifth Third Securities Inc. 130 *New 2024-03-31 15,554 $1,476,000 15,554
   SHEETS SMITH & ASSOCIATES INC 139 *New 2024-03-31 13,861 $1,315,000 13,861
   CREATIVE FINANCIAL DESIGNS INC /ADV 179 *New 2024-03-31 9,261 $879,000 9,261
   JFS WEALTH ADVISORS, LLC 123 *New 2024-03-31 9,200 $873,000 9,200
   PARK AVENUE SECURITIES LLC 755 *New 2024-03-31 8,512 $808,000 8,512
   Foundations Investment Advisors LLC 403 *New 2024-03-31 6,909 $656,000 6,909
   BALANCED WEALTH GROUP LLC 44 *New 2024-03-31 5,801 $542,000 5,801
   Beacon Pointe Advisors LLC 976 *New 2024-03-31 4,341 $412,000 4,341
   Advisor Resource Council 207 *New 2024-03-31 2,516 $220,000 2,516
   US BANCORP 2070 *New 2024-03-31 1,838 $174,000 1,838
   JONES FINANCIAL COMPANIES LLLP 896 *New 2024-03-31 221 $21,000 221

  13 Records found
  1    
  Page 1 of 1
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