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Get Institutions for : 
Invesco Russell Midcap Pure Growth ETF (PXMG)  
$113.18 1.42 (1.24%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 159    5
Total shares held : 
 7,512,396  
% of shares held : 
 23.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -968,354  
% of shares held change : 
   -3.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $80.01  
Last Quarter's Ending Price : 
 $89.81  
Last Quarter's Average Price : 
 $82.19  
Change from last quarter's     
avg. price to the last closing  : 
30.99 (37.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 96,359
 1.28%
 
Increased Positions :
60
 642,785
 8.56%
 
Unchanged Positions :
30
 201,102
 2.68%
 
Decreased Positions :
52
-1,650,826
-21.97%
 
Closed Positions :
12
-56,672
-0.75%
 
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
   Tredje AP-fonden 11 *New 2024-03-31 1,132,183 $130,043,000 1,132,183
   CLARK CAPITAL MANAGEMENT GROUP INC 75 *New 2024-03-31 426,997 $49,045,000 426,997
   WIN ADVISORS INC 2 *New 2024-03-31 133,328 $15,314,000 133,328
   Orion Portfolio Solutions LLC 130 *New 2024-03-31 132,110 $15,174,000 132,110
   GeoWealth Management LLC 50 *New 2024-03-31 88,614 $10,178,000 88,614
   Synergy Financial Management LLC 30 *New 2024-03-31 40,821 $4,689,000 40,821
   Envestnet Portfolio Solutions Inc. 426 *New 2024-03-31 36,421 $4,183,000 36,421
   BMS Financial Advisors LLC 16 *New 2023-06-30 41,886 $3,331,000 41,886
   ATRIA INVESTMENTS LLC 669 *New 2024-03-31 16,786 $1,928,000 16,786
   Coppell Advisory Solutions Corp. 73 *New 2024-03-31 15,456 $1,775,000 15,456
   SigFig Wealth Management LLC 86 *New 2024-03-31 14,727 $1,692,000 14,727
   MULTIFINANCIAL SECURITIES CORP 948 *New 2024-03-31 13,263 $1,523,000 13,263
   Centennial Wealth Advisory LLC 27 *New 2024-03-31 11,921 $1,369,000 11,921
   Ethos Financial Group LLC 70 *New 2024-03-31 9,011 $1,035,000 9,011
   CREATIVE PLANNING 1424 *New 2024-03-31 7,518 $864,000 7,518
   TRUE Private Wealth Advisors 119 *New 2024-03-31 6,551 $753,000 6,551
   FLOW TRADERS U.S. LLC 418 *New 2024-03-31 4,825 $554,000 4,825
   Belpointe Asset Management LLC 420 *New 2024-03-31 4,655 $535,000 4,655
   LINCOLN NATIONAL CORP 727 *New 2024-03-31 4,519 $519,000 4,519
   Csenge Advisory Group 471 *New 2024-03-31 3,689 $424,000 3,689
   ESSEX FINANCIAL SERVICES INC 400 *New 2024-03-31 2,842 $326,000 2,842
   FIRST HEARTLAND CONSULTANTS INC 332 *New 2024-03-31 2,660 $306,000 2,660
   TBH Global Asset Management LLC 223 *New 2024-03-31 2,388 $274,000 2,388
   JONES FINANCIAL COMPANIES LLLP 426 *New 2024-03-31 2,206 $253,000 2,206
   TAGStone Capital Inc. 79 *New 2024-03-31 2,090 $240,000 2,090
   AFFINITY WEALTH MANAGEMENT 94 *New 2024-03-31 2,067 $237,000 2,067
   SevenOneSeven Capital Management 4 *New 2023-12-31 2,445 $237,000 2,445
   CITADEL ADVISORS LLC 4412 *New 2024-03-31 2,056 $236,000 2,056
   Schrum Private Wealth Management LLC 116 *New 2024-03-31 2,000 $230,000 2,000
   Legacy Capital Group California Inc. 280 *New 2024-03-31 1,954 $224,000 1,954
   Redhawk Wealth Advisors Inc. 285 *New 2024-03-31 1,950 $224,000 1,950
   IFG Advisory LLC 348 *New 2024-03-31 1,918 $220,000 1,918
   Capital Wealth Alliance LLC 97 *New 2024-03-31 1,800 $207,000 1,800
   49 WEALTH MANAGEMENT LLC 115 *New 2024-03-31 1,783 $204,000 1,783
   Coppell Advisory Solutions LLC 339 *New 2023-12-31 1,292 $116,000 1,292
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 820 *New 2024-03-31 568 $65,000 568
   Pineridge Advisors LLC 166 *New 2024-03-31 300 $34,000 300
   Capital Analysts Inc. 744 *New 2024-03-31 266 $31,000 266
   RICHARDSON FINANCIAL SERVICES INC. 319 *New 2024-03-31 171 $20,000 171
   Emerald Investment Partners LLC 428 *New 2024-03-31 76 $9,000 76
   Peoples Bank/KS 221 *New 2024-03-31 67 $8,000 67
   BANK OF MONTREAL /CAN/ 3234 *New 2024-03-31 70 $8,000 70
   Wagner Wealth Management LLC 217 *New 2024-03-31 35 $4,000 35
   WOODMONT INVESTMENT COUNSEL LLC 364 *New 2024-03-31 12 $1,000 12
   New England Capital Financial Advisors LLC 355 *New 2024-03-31 6 $1,000 6
  45 Records found
  1    
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