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Get Institutions for : 
Invesco S&P MidCap Low Volatility ETF (XMLV)  
$55.43 0.48 (0.87%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 177    7
Total shares held : 
 8,161,978  
% of shares held : 
 20.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -63  
Amount of shares held : 
 -567,528  
% of shares held change : 
   -1.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.34  
Last Quarter's Ending Price : 
 $56.40  
Last Quarter's Average Price : 
 $53.88  
Change from last quarter's     
avg. price to the last closing  : 
1.55 (2.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 545,969
 6.69%
 
Increased Positions :
36
 129,758
 1.59%
 
Unchanged Positions :
41
 329,050
 4.03%
 
Decreased Positions :
92
-1,137,284
-13.93%
 
Closed Positions :
15
-105,971
-1.3%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Adviser Investments LLC 138 *New 2024-03-31 100,170 $5,650,000 100,170
   WARREN AVERETT ASSET MANAGEMENT, LLC 249 *New 2024-03-31 37,175 $2,097,000 37,175
   Clear Creek Financial Management LLC 109 *New 2024-03-31 24,996 $1,410,000 24,996
   Snowden Capital Advisors LLC 510 *New 2024-03-31 16,460 $928,000 16,460
   Harvest Investment Services LLC 84 *New 2024-03-31 13,177 $743,000 13,177
   AQR CAPITAL MANAGEMENT LLC 1959 *New 2024-03-31 8,853 $499,000 8,853
   GREAT VALLEY ADVISOR GROUP INC. 537 *New 2024-03-31 7,281 $411,000 7,281
   Berger Financial Group Inc 336 *New 2024-03-31 3,895 $220,000 3,895
   LVZ Advisors Inc. 133 *New 2024-03-31 3,557 $201,000 3,557
   IPSWICH INVESTMENT MANAGEMENT CO., INC. 193 *New 2024-03-31 3,558 $201,000 3,558
   JONES FINANCIAL COMPANIES LLLP 552 *New 2024-03-31 2,194 $124,000 2,194
   Ahrens Investment Partners LLC 270 *New 2023-03-31 1,308 $69,000 1,308
   VOISARD ASSET MANAGEMENT GROUP INC. 129 *New 2024-03-31 1,000 $56,000 1,000
   Financial Gravity Wealth Inc. 210 *New 2024-03-31 977 $55,000 977
   CAROLINAS WEALTH CONSULTING LLC 379 *New 2024-03-31 870 $49,000 870
   Pineridge Advisors LLC 198 *New 2024-03-31 417 $24,000 417
   Fernwood Investment Management LLC 452 *New 2024-03-31 348 $20,000 348
   Aptus Capital Advisors LLC 1069 *New 2024-03-31 86 $5,000 86
   GUARDIAN WEALTH ADVISORS LLC / NC 404 *New 2024-03-31 86 $5,000 86
   LifeSteps Financial Inc. 381 *New 2024-03-31 47 $3,000 47
   Wagner Wealth Management LLC 234 *New 2024-03-31 24 $1,000 24
   IAG Wealth Partners LLC 466 *New 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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