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Get Institutions for : 
Invesco Russell Top 200 Equal Weight ETF (EQWL)  
$94.19 0.06 (0.07%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    19
Total shares held : 
2,632,608  
% of shares held : 
2.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  40  
Amount of shares held : 
433,117  
% of shares held change : 
  0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$87.74  
Last Quarter's Ending Price : 
$94.89  
Last Quarter's Average Price
$90.32  
Change from last quarter's     
avg. price to the last closing  : 
3.87 (4.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 293,733
 11.16%
 
Increased Positions :
36
 459,994
 17.47%
 
Unchanged Positions :
14
 44,334
 1.68%
 
Decreased Positions :
15
-286,850
-10.9%
 
Closed Positions :
5
-33,760
-1.28%
 
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
   LPL FINANCIAL CORP 542 - 2024-03-31 534,112 $50,682,000 64,749
   MORGAN STANLEY 2316 - 2024-03-31 295,008 $27,993,000 92,266
   Fiduciary Planning LLC 2 - 2024-03-31 288,855 $27,409,000 7,145
   Cetera Investment Advisers 334 - 2024-03-31 251,149 $23,832,000 237,745
   FINANCIAL NETWORK 198 - 2024-03-31 231,033 $21,923,000 35,183
   BANK OF AMERICA CORP /DE/ 2022 - 2024-03-31 188,306 $17,868,000 75,604
   THRIVENT FINANCIAL FOR LUTHERANS 519 - 2024-03-31 160,345 $15,215,000 84,016
   Prentice Wealth Management LLC 5 - 2024-03-31 118,146 $11,211,000 5,396
   Bond & Devick Financial Network Inc. 4 - 2024-03-31 103,341 $9,806,000 15,250
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 503 - 2024-03-31 95,366 $9,049,000 3,965
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 537 - 2024-03-31 83,760 $7,948,000 75,006
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 939 - 2024-03-31 76,475 $7,257,000 2,041
   H D Vest Advisory Services 231 - 2024-03-31 76,395 $7,249,000 72,951
   BECK CAPITAL MANAGEMENT LLC 15 - 2024-03-31 60,128 $5,706,000 55,612
   FIRST NATIONAL TRUST CO 112 - 2024-03-31 49,999 $4,744,000 18,732
   ENVESTNET ASSET MANAGEMENT INC 2061 - 2024-03-31 46,340 $4,397,000 13,928
   COMMONWEALTH EQUITY SERVICES LLC. 1268 - 2024-03-31 44,866 $4,257,000 19,785
   ROYAL BANK OF CANADA 2160 - 2024-03-31 36,092 $3,425,000 11,467
   BB&T CORP 1040 - 2024-03-31 35,358 $3,355,000 10,457
   PCG Wealth Advisors LLC 26 - 2024-03-31 32,199 $3,055,000 5,225
   Merit Financial Group LLC 219 - 2024-03-31 30,579 $2,811,000 3,126
   HARBOUR INVESTMENTS INC. 207 - 2023-12-31 25,092 $2,197,000 25,079
   MARINER WEALTH ADVISORS, LLC 1144 - 2024-03-31 19,714 $1,871,000 1,671
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1899 - 2024-03-31 18,773 $1,781,000 528
   RAYMOND JAMES & ASSOCIATES 2365 - 2024-03-31 14,816 $1,406,000 5,272
   CWM LLC 738 - 2024-03-31 14,074 $1,335,000 493
   CoreFirst Bank & Trust 34 - 2024-03-31 13,787 $1,308,000 213
   PERSONAL CFO SOLUTIONS LLC 96 - 2024-03-31 13,723 $1,302,000 1,006
   LINCOLN NATIONAL CORP 452 - 2024-03-31 13,035 $1,237,000 1,957
   KINGSWOOD WEALTH ADVISORS LLC 200 - 2024-03-31 10,586 $1,005,000 786
   Cedar Brook Financial Partners LLC 124 - 2024-03-31 10,336 $981,000 3,773
   Private Capital Management LLC 68 - 2024-03-31 8,976 $852,000 28
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 306 - 2024-03-31 8,489 $806,000 9
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 304 - 2024-03-31 8,262 $784,000 1,853
   Allegheny Financial Group LTD 83 - 2024-03-31 8,028 $762,000 40
   SMITH MOORE & CO. 203 - 2024-03-31 7,975 $757,000 550
   Lakeview Capital Partners LLC 224 - 2024-03-31 5,909 $561,000 9
   WAYNE HUMMER INVESTMENTS L.L.C. 289 - 2024-03-31 5,204 $494,000 254
   COMERICA BANK 1966 - 2024-03-31 4,318 $410,000 1,101
   Ullmann Financial Group Inc. 94 - 2024-03-31 2,982 $283,000 12
   PSI Advisors LLC 114 - 2024-03-31 2,628 $249,000 192
   J.W. COLE ADVISORS INC. 787 - 2024-03-31 2,400 $228,000 38
   Frazier Financial Advisors LLC 100 - 2024-03-31 1,076 $102,000 4
   FMR LLC 3134 - 2024-03-31 1,023 $97,000 918
   Aptus Capital Advisors LLC 839 - 2024-03-31 771 $73,000 286
   PROEQUITIES INC. 1172 - 2024-03-31 540 $51,000 207
   PNC FINANCIAL SERVICES GROUP INC 3050 - 2024-03-31 453 $43,000 200
   Aspire Wealth Management Corp 139 - 2024-03-31 402 $38,000 2

  48 Records found
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