Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco S&p 500 Equal Weight Financials Etf (RYF)  
$61.28 0.02 (0.04%) as of 4:30 Thu 6/6


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 94    0
Total shares held : 
1,954,599  
% of shares held : 
30.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -22  
Amount of shares held : 
-187,893  
% of shares held change : 
  -2.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$58.77  
Last Quarter's Ending Price : 
$64.24  
Last Quarter's Average Price
$60.26  
Change from last quarter's     
avg. price to the last closing  : 
1.02 (1.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 32,488
 1.66%
 
Increased Positions :
21
 62,213
 3.18%
 
Unchanged Positions :
26
 93,065
 4.76%
 
Decreased Positions :
43
-259,692
-13.29%
 
Closed Positions :
4
-22,902
-1.17%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Joseph Group Capital Management 8 *New 2024-03-31 102,240 $6,568,000 102,240
   Cetera Investment Advisers 889 *New 2024-03-31 93,556 $6,010,000 93,556
   Sandbox Financial Partners LLC 39 *New 2024-03-31 17,000 $1,092,000 17,000
   Berger Financial Group Inc 166 *New 2024-03-31 12,565 $807,000 12,565
   Empirical Asset Management LLC 96 *New 2024-03-31 8,892 $571,000 8,892
   Atria Wealth Solutions Inc. 1215 *New 2024-03-31 8,371 $538,000 8,371
   NATIONAL BANK OF CANADA /FI/ 1180 *New 2024-03-31 4,616 $289,000 4,616
   Integrated Wealth Concepts LLC 1497 *New 2024-03-31 3,139 $202,000 3,139
   CREATIVE FINANCIAL DESIGNS INC /ADV 743 *New 2024-03-31 715 $46,000 715
   JONES FINANCIAL COMPANIES LLLP 1195 *New 2024-03-31 60 $4,000 60
   HM PAYSON & CO 879 *New 2023-12-31 65 $4,000 65

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results