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Get Institutions for : 
Invesco Dynamic Large Cap Growth ETF (PWB)  
$90.05 0.29 (0.32%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    7
Total shares held : 
 5,321,145  
% of shares held : 
 44.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 26,066  
% of shares held change : 
   0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.94  
Last Quarter's Ending Price : 
 $77.70  
Last Quarter's Average Price : 
 $72.19  
Change from last quarter's     
avg. price to the last closing  : 
17.86 (24.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 130,438
 2.45%
 
Increased Positions :
42
 493,106
 9.27%
 
Unchanged Positions :
40
 359,199
 6.75%
 
Decreased Positions :
36
-463,343
-8.71%
 
Closed Positions :
6
-134,135
-2.52%
 
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
   Ethos Financial Group LLC 18 *New 2024-03-31 93,524 $8,351,000 93,524
   REGAL INVESTMENT ADVISORS, LLC 62 *New 2024-03-31 70,526 $6,297,000 70,526
   Fulcrum Equity Management 18 *New 2024-03-31 14,024 $1,252,000 14,024
   CIBC WORLD MARKETS INC. 755 *New 2024-03-31 10,628 $949,000 10,628
   WARREN AVERETT ASSET MANAGEMENT, LLC 398 *New 2024-03-31 8,986 $802,000 8,986
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 288 *New 2024-03-31 8,600 $768,000 8,600
   Evolution Wealth Advisors LLC 86 *New 2024-03-31 5,000 $446,000 5,000
   GSA CAPITAL PARTNERS LLP 1058 *New 2024-03-31 4,375 $391,000 4,375
   HIGHTOWER ADVISORS, LLC 2519 *New 2024-03-31 3,931 $351,000 3,931
   TWO SIGMA INVESTMENTS LLC 2420 *New 2024-03-31 3,600 $321,000 3,600
   JANE STREET GROUP LLC 4362 *New 2024-03-31 3,385 $302,000 3,385
   CARDIFF PARK ADVISORS LLC 203 *New 2024-03-31 3,300 $295,000 3,300
   MARINER WEALTH ADVISORS, LLC 2445 *New 2024-03-31 3,281 $293,000 3,281
   Legacy Capital Group California Inc. 233 *New 2024-03-31 3,182 $284,000 3,182
   Summit Financial LLC 323 *New 2024-03-31 3,183 $284,000 3,183
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2008 *New 2024-03-31 2,833 $253,000 2,833
   PHILADELPHIA TRUST CO 211 *New 2024-03-31 2,501 $223,000 2,501
   Oakmont Partners LLC 660 *New 2024-03-31 2,390 $213,000 2,390
   RSM US WEALTH MANAGEMENT LLC 623 *New 2024-03-31 2,320 $207,000 2,320
   Centurion Wealth Management LLC 180 *New 2024-03-31 2,304 $206,000 2,304
   Atlantic Trust Group LLC 1110 *New 2024-03-31 2,277 $203,000 2,277
   PRIVATE CAPITAL MANAGEMENT LLC 183 *New 2024-03-31 2,262 $202,000 2,262
   US BANCORP 2630 *New 2024-03-31 602 $54,000 602
   YHB INVESTMENT ADVISORS, INC. 477 *New 2024-03-31 475 $42,000 475
   Continuum Advisory LLC 884 *New 2024-03-31 142 $13,000 142
   HANSON INVESTMENT MANAGEMENT 458 *New 2024-03-31 22 $2,000 22
  26 Records found
  1    
  Page 1 of 1
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