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Get Institutions for : 
Invesco S&P Midcap 400 Equal Weight ETF (EWMC)  
$114.29 0.45 (0.39%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    2
Total shares held : 
 1,279,494  
% of shares held : 
 10.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -139,404  
% of shares held change : 
   -1.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $98.14  
Last Quarter's Ending Price : 
 $120.28  
Last Quarter's Average Price : 
 $105.77  
Change from last quarter's     
avg. price to the last closing  : 
8.52 (8.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 182,776
 14.29%
 
Increased Positions :
16
 227,910
 17.81%
 
Unchanged Positions :
10
 8,730
 0.68%
 
Decreased Positions :
22
-289,649
-22.64%
 
Closed Positions :
7
-260,441
-20.35%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   Redhawk Wealth Advisors Inc. 16 *New 2024-03-31 57,952 $6,970,000 57,952
   New England Private Wealth Advisors LLC 83 *New 2024-03-31 15,635 $793,000 15,635
   Sigma Planning Corp 604 *New 2024-03-31 6,125 $737,000 6,125
   THOROUGHBRED FINANCIAL SERVICES LLC 253 *New 2024-03-31 5,654 $680,000 5,654
   Crescent Grove Advisors LLC 250 *New 2024-03-31 2,300 $277,000 2,300
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 95 *New 2024-03-31 2,272 $273,000 2,272
   COURAGE MILLER PARTNERS, LLC 83 *New 2024-03-31 1,983 $239,000 1,983
   Harbor Group Inc. 71 *New 2024-03-31 1,942 $234,000 1,942
   WETHERBY ASSET MANAGEMENT INC 837 *New 2024-03-31 1,891 $227,000 1,891
   Cedar Brook Financial Partners LLC 395 *New 2024-03-31 1,842 $222,000 1,842
   Strategic Financial Group LLC *New 2023-12-31 2,192 $216,000 2,192
   Private Advisor Group LLC 2075 *New 2024-03-31 1,738 $209,000 1,738
   JONES FINANCIAL COMPANIES LLLP 481 *New 2024-03-31 1,462 $176,000 1,462
   BANK OF MONTREAL /CAN/ 3206 *New 2024-03-31 100 $12,000 100
  14 Records found
  1    
  Page 1 of 1
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