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Get Institutions for : 
Invesco S&P 500 Top 50 ETF (XLG)  
$43.53 0.36 (0.83%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 259    19
Total shares held : 
 49,938,037  
% of shares held : 
 55.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   48  
Amount of shares held : 
 9,281,676  
% of shares held change : 
   10.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.21  
Last Quarter's Ending Price : 
 $37.72  
Last Quarter's Average Price : 
 $35.69  
Change from last quarter's     
avg. price to the last closing  : 
7.84 (21.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 1,720,008
 3.44%
 
Increased Positions :
101
 9,144,089
 18.31%
 
Unchanged Positions :
47
 1,238,056
 2.48%
 
Decreased Positions :
72
-1,343,859
-2.69%
 
Closed Positions :
20
-238,562
-0.48%
 
Guru Positions :
1
5,676,289
 11.37%
 
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
   JOHNSON FINANCIAL GROUP, INC. 10 *New 2024-03-31 1,033,253 $43,531,000 1,033,253
   QUATTRO FINANCIAL ADVISORS LLC 2 *New 2024-03-31 478,028 $20,139,000 478,028
   Concentric Capital Strategies LP 15 *New 2024-03-31 386,475 $16,282,000 386,475
   Fortis Group Advisors LLC 14 *New 2024-03-31 231,198 $9,740,000 231,198
   WARREN AVERETT ASSET MANAGEMENT, LLC 100 *New 2024-03-31 201,236 $8,478,000 201,236
   PFG Investments LLC 44 *New 2024-03-31 157,060 $6,617,000 157,060
   BCJ Capital Management LLC 63 *New 2024-03-31 139,040 $5,858,000 139,040
   WIN ADVISORS INC 17 *New 2024-03-31 99,643 $4,198,000 99,643
   TAP Consulting LLC 44 *New 2024-03-31 67,670 $2,851,000 67,670
   Aptus Capital Advisors LLC 242 *New 2024-03-31 67,288 $2,835,000 67,288
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 15 *New 2024-03-31 63,543 $2,677,000 63,543
   WILEY BROS.-AINTREE CAPITAL LLC 62 *New 2024-03-31 55,150 $2,323,000 55,150
   Emerald Investment Partners LLC 122 *New 2024-03-31 32,120 $1,353,000 32,120
   J.W. COLE ADVISORS INC. 290 *New 2024-03-31 30,299 $1,277,000 30,299
   BALYASNY ASSET MANAGEMENT LLC 1184 *New 2024-03-31 27,228 $1,147,000 27,228
   IAMS WEALTH MANAGEMENT LLC 52 *New 2024-03-31 25,728 $1,056,000 25,728
   Sequoia Financial Advisors LLC 460 *New 2024-03-31 25,000 $1,053,000 25,000
   HILLTOP HOLDINGS INC. 257 *New 2024-03-31 19,326 $814,000 19,326
   Great Diamond Partners LLC 115 *New 2024-03-31 16,512 $696,000 16,512
   GRIES FINANCIAL LLC 157 *New 2024-03-31 13,548 $571,000 13,548
   Change Path LLC 535 *New 2024-03-31 13,316 $561,000 13,316
   Platte River Wealth Advisors LLC 60 *New 2024-03-31 12,356 $521,000 12,356
   CAROLINAS WEALTH CONSULTING LLC 96 *New 2024-03-31 12,100 $510,000 12,100
   PFG Advisors 389 *New 2024-03-31 11,654 $491,000 11,654
   INSIGNEO ADVISORY SERVICES LLC 278 *New 2024-03-31 11,010 $464,000 11,010
   WESPAC ADVISORS, LLC 108 *New 2024-03-31 10,997 $463,000 10,997
   Eagle Strategies LLC 174 *New 2024-03-31 10,123 $426,000 10,123
   DGS Capital Management LLC 161 *New 2024-03-31 9,519 $401,000 9,519
   Rappaport Reiches Capital Management LLC 69 *New 2024-03-31 9,317 $393,000 9,317
   Personal Capital Advisors Corp 350 *New 2022-12-31 1,290 $356,000 1,290
   OmniStar Financial Group Inc. 98 *New 2024-03-31 8,449 $356,000 8,449
   Cornerstone Wealth Group LLC 180 *New 2024-03-31 8,130 $343,000 8,130
   Bank of New Hampshire 159 *New 2024-03-31 7,570 $319,000 7,570
   Wealthcare Advisory Partners LLC 643 *New 2024-03-31 7,495 $316,000 7,495
   We Are One Seven LLC 760 *New 2024-03-31 6,378 $269,000 6,378
   Beacon Pointe Advisors LLC 1124 *New 2024-03-31 6,312 $266,000 6,312
   DRW SECURITIES, LLC 212 *New 2024-03-31 6,150 $259,000 6,150
   ASSOCIATED BANC-CORP 278 *New 2024-03-31 6,132 $258,000 6,132
   TIAA TRUST NATIONAL ASSOCIATION 545 *New 2024-03-31 6,000 $253,000 6,000
   FIRST HEARTLAND CONSULTANTS INC 368 *New 2024-03-31 5,765 $243,000 5,765
   Bouchey Financial Group Ltd 121 *New 2024-03-31 5,732 $241,000 5,732
   United Advisor Group LLC 187 *New 2024-03-31 5,687 $240,000 5,687
   BLB&B ADVISORS LLC 260 *New 2024-03-31 5,377 $227,000 5,377
   Envestnet Portfolio Solutions Inc. 1502 *New 2024-03-31 5,341 $225,000 5,341
   AXXCESS WEALTH MANAGEMENT LLC 773 *New 2024-03-31 5,315 $224,000 5,315
   Advisory Alpha LLC 363 *New 2024-03-31 5,116 $216,000 5,116
   SOMERSET GROUP LLC 56 *New 2024-03-31 5,000 $211,000 5,000
   Wealth Architects LLC 197 *New 2024-03-31 4,960 $209,000 4,960
   GRIMES & COMPANY INC 314 *New 2024-03-31 4,944 $208,000 4,944
   PACIFIC SUN FINANCIAL CORP 175 *New 2024-03-31 4,900 $206,000 4,900
   MCDONALD PARTNERS LLC 227 *New 2024-03-31 4,888 $206,000 4,888
   WealthBridge Capital Management LLC 186 *New 2024-03-31 4,855 $205,000 4,855
   Game Plan Financial Advisors LLC 83 *New 2024-03-31 3,865 $163,000 3,865
   Spectrum Wealth Counsel LLC 154 *New 2024-03-31 2,835 $119,000 2,835
   Continuum Advisory LLC 483 *New 2024-03-31 2,374 $100,000 2,374
   JONES FINANCIAL COMPANIES LLLP 628 *New 2024-03-31 1,970 $83,000 1,970
   Glass Jacobson Investment Advisors llc 326 *New 2024-03-31 1,434 $60,000 1,434
   YHB INVESTMENT ADVISORS, INC. 426 *New 2024-03-31 1,400 $59,000 1,400
   Atlantic Trust Group LLC 1708 *New 2024-03-31 1,115 $47,000 1,115
   FIFTH THIRD BANCORP 1612 *New 2024-03-31 581 $24,000 581
   Burleson & Company LLC 220 *New 2022-12-31 71 $20,000 71
   TD Waterhouse Canada Inc. 1285 *New 2024-03-31 260 $15,000 260
   WESTEND CAPITAL MANAGEMENT LLC 121 *New 2024-03-31 270 $11,000 270
   Penserra Capital Management LLC 965 *New 2024-03-31 183 $7,000 183
   Concord Wealth Partners 632 *New 2024-03-31 150 $6,000 150
   Headlands Technologies LLC 1087 *New 2024-03-31 107 $5,000 107
   Weaver Capital Management LLC 154 *New 2024-03-31 95 $4,000 95
   Beaird Harris Wealth Management LLC 412 *New 2024-03-31 90 $4,000 90
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 677 *New 2024-03-31 0 $0 0
  69 Records found
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