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Get Institutions for : 
Invesco S&P Midcap 400 Pure Value ETF (RFV)  
$114.60 0.46 (0.4%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    9
Total shares held : 
 1,379,433  
% of shares held : 
 72.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 89,211  
% of shares held change : 
   4.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $97.61  
Last Quarter's Ending Price : 
 $116.43  
Last Quarter's Average Price : 
 $102.12  
Change from last quarter's     
avg. price to the last closing  : 
12.48 (12.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 101,582
 7.36%
 
Increased Positions :
21
 113,518
 8.23%
 
Unchanged Positions :
19
 59,406
 4.31%
 
Decreased Positions :
15
-56,312
-4.08%
 
Closed Positions :
7
-69,577
-5.04%
 
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
   H D Vest Advisory Services 292 *New 2024-03-31 46,110 $5,500,000 46,110
   Capital Square LLC 34 *New 2024-03-31 11,019 $1,314,000 11,019
   Atria Wealth Solutions Inc. 846 *New 2024-03-31 9,628 $1,149,000 9,628
   Claraphi Advisory Network LLC 81 *New 2022-12-31 11,550 $1,048,000 11,550
   D E SHAW & CO INC 2022 *New 2024-03-31 7,469 $891,000 7,469
   Cetera Investment Advisers 2325 *New 2024-03-31 5,959 $711,000 5,959
   Change Path LLC 632 *New 2024-03-31 3,432 $409,000 3,432
   9258 Wealth Management LLC 252 *New 2024-03-31 2,819 $336,000 2,819
   FINANCIAL NETWORK 2282 *New 2024-03-31 2,509 $299,000 2,509
   IFP Advisors Inc 1288 *New 2023-12-31 740 $86,000 740
   CWM LLC 1952 *New 2024-03-31 714 $85,000 714
   JONES FINANCIAL COMPANIES LLLP 716 *New 2024-03-31 461 $55,000 461
   PRINCIPAL SECURITIES INC. 1728 *New 2024-03-31 281 $34,000 281
   Coastal Investment Advisors Inc. 608 *New 2024-03-31 230 $27,000 230
   McIlrath & Eck LLC 447 *New 2024-03-31 179 $21,000 179
   Private Ocean LLC 359 *New 2024-03-31 95 $11,000 95
   CBIZ Investment Advisory Services LLC 259 *New 2024-03-31 78 $9,000 78
   Archer Investment Corp 937 *New 2024-03-31 9 $1,000 9
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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