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Get Institutions for : 
Invesco Russell Midcap Equal Weight ETF (EQWM)  
$103.51 0.52 (0.5%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    36
Total shares held : 
 19,125,682  
% of shares held : 
 21.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   122  
Amount of shares held : 
 7,644,761  
% of shares held change : 
   8.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $88.51  
Last Quarter's Ending Price : 
 $110.05  
Last Quarter's Average Price : 
 $97.91  
Change from last quarter's     
avg. price to the last closing  : 
5.60 (5.72%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 2,210,468
 11.56%
 
Increased Positions :
106
 5,614,576
 29.36%
 
Unchanged Positions :
25
 592,045
 3.1%
 
Decreased Positions :
20
-54,519
-0.29%
 
Closed Positions :
12
-125,764
-0.66%
 
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
   LPL FINANCIAL CORP 101 - 2024-03-31 3,513,407 $386,650,000 648,897
   MORGAN STANLEY 976 - 2024-03-31 1,258,584 $138,507,000 231,032
   AMERIPRISE FINANCIAL INC 439 - 2024-03-31 1,197,166 $133,372,000 280,594
   ENVESTNET ASSET MANAGEMENT INC 366 - 2024-03-31 1,201,148 $132,186,000 1,046,029
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 81 - 2024-03-31 1,125,613 $123,875,000 218,538
   COMMONWEALTH EQUITY SERVICES LLC. 131 - 2024-03-31 800,800 $88,128,000 223,317
   Advisor Group Holdings Inc. 132 - 2024-03-31 609,432 $67,076,000 323,645
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 167 - 2024-03-31 549,355 $60,457,000 118,503
   Smith Anglin Financial LLC 5 - 2024-03-31 522,590 $57,511,000 24,332
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 230 - 2024-03-31 505,204 $55,598,000 111,325
   MML INVESTORS SERVICES LLC 97 - 2024-03-31 482,715 $53,123,000 8,778
   CONFLUENCE INVESTMENT MANAGEMENT LLC 54 - 2024-03-31 472,710 $52,022,000 150,072
   Trilogy Capital Inc. 6 - 2024-03-31 441,935 $48,635,000 415,583
   Cetera Investment Advisers 172 - 2024-03-31 440,267 $48,451,000 290,384
   BANK OF AMERICA CORP /DE/ 1342 - 2024-03-31 408,647 $44,972,000 91,810
   Bogart Wealth LLC 12 - 2024-03-31 368,063 $40,505,000 102,263
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 167 - 2024-03-31 265,967 $29,270,000 84,082
   UBS Group AG 1034 - 2024-03-31 244,922 $26,954,000 65,633
   Pacific Center for Financial Services 6 - 2024-03-31 218,928 $24,093,000 6,393
   H D Vest Advisory Services 74 - 2024-03-31 213,358 $23,480,000 81,122
   Family Investment Center Inc. 3 - 2024-03-31 206,624 $22,739,000 200,453
   FINANCIAL NETWORK 229 - 2024-03-31 181,401 $19,963,000 34,861
   Financial Partners Group Inc 10 - 2024-03-31 177,351 $19,517,000 127,761
   Milestone Investment Advisors LLC 5 - 2024-03-31 162,448 $17,877,000 27,889
   Redhawk Wealth Advisors Inc. 5 - 2024-03-31 153,153 $16,854,000 101,221
   ADAMSBROWN WEALTH CONSULTANTS LLC 7 - 2024-03-31 136,465 $15,018,000 6,170
   Nelson Van Denburg & Campbell Wealth Management Gr 33 - 2024-03-31 134,546 $14,807,000 55,746
   Private Advisor Group LLC 178 - 2024-03-31 133,279 $14,667,000 42,511
   Per Stirling Capital Management LLC. 8 - 2024-03-31 129,967 $14,303,000 11,761
   Good Life Advisors LLC 18 - 2024-03-31 124,491 $13,700,000 36,641
   MULTIFINANCIAL SECURITIES CORP 182 - 2024-03-31 120,430 $13,253,000 90,567
   J P MORGAN CHASE & CO 1916 - 2024-03-31 116,969 $12,872,000 35,233
   Atria Wealth Solutions Inc. 152 - 2024-03-31 115,307 $12,690,000 44,952
   Masso Torrence Wealth Management Inc. 2 - 2024-03-31 113,054 $12,442,000 3,255
   ICA Group Wealth Management LLC 4 - 2024-03-31 113,002 $12,436,000 5,731
   Equitable Holdings Inc. 129 - 2024-03-31 110,219 $12,130,000 24,084
   Stratos Wealth Partners LTD. 109 - 2024-03-31 107,209 $11,798,000 42,713
   JANNEY MONTGOMERY SCOTT LLC 499 - 2024-03-31 101,155 $11,132,000 67,918
   Connectus Wealth LLC 72 - 2024-03-31 100,428 $11,052,000 19,662
   ROYAL BANK OF CANADA 1473 - 2024-03-31 93,900 $10,333,000 42,049
   PRINCIPAL SECURITIES INC. 65 - 2024-03-31 93,459 $10,285,000 32,188
   Goss Wealth Management LLC 216 - 2024-03-31 91,748 $10,097,000 9,104
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 4 - 2024-03-31 88,878 $9,781,000 3,618
   We Are One Seven LLC 42 - 2024-03-31 82,269 $9,054,000 5,743
   ENZI WEALTH 9 - 2024-03-31 85,456 $8,927,000 3,606
   Gerber Kawasaki Wealth & Investment Management 50 - 2024-03-31 79,592 $8,759,000 1,783
   IHT Wealth Management LLC 62 - 2024-03-31 73,108 $8,045,000 1,117
   Principle Wealth Partners LLC 46 - 2024-03-31 68,002 $7,484,000 3,506
   HUNTER ASSOCIATES INC. 20 - 2024-03-31 67,743 $7,466,000 1,569
   GREAT VALLEY ADVISOR GROUP INC. 115 - 2024-03-31 63,412 $6,979,000 7,962
   Atlas Private Wealth Management 7 - 2024-03-31 60,705 $6,681,000 4,272
   Visionary Wealth Advisors 64 - 2024-03-31 60,239 $6,629,000 838
   USAdvisors Wealth Management LLC 8 - 2024-03-31 59,431 $6,523,000 8,024
   Sigma Planning Corp 103 - 2024-03-31 55,071 $6,061,000 38,903
   JANE STREET GROUP LLC 1147 - 2024-03-31 53,764 $5,917,000 28,586
   THOROUGHBRED FINANCIAL SERVICES LLC 41 - 2024-03-31 52,193 $5,743,000 2,717
   EWG Elevate Inc. 13 - 2024-03-31 51,782 $5,699,000 51,782
   BENJAMIN EDWARDS INC 12 - 2024-03-31 50,049 $5,508,000 2,085
   Envestnet Portfolio Solutions Inc. 355 - 2024-03-31 49,177 $5,412,000 33,957
   Kestra Advisory Services LLC 497 - 2024-03-31 48,355 $5,321,000 11,818
   PROEQUITIES INC. 80 - 2024-03-31 42,283 $4,653,000 24,346
   PSI Advisors LLC 13 - 2024-03-31 41,446 $4,561,000 48
   Wealthcare Advisory Partners LLC 117 - 2024-03-31 41,069 $4,520,000 6,639
   ADVISORY SERVICES NETWORK, LLC 229 - 2024-03-31 40,437 $4,450,000 8,738
   Ameritas Advisory Services LLC 112 - 2024-03-31 39,956 $4,382,000 8,498
   DANA INVESTMENT ADVISORS INC 184 - 2024-03-31 38,745 $4,264,000 28,369
   Burns Matteson Capital Management LLC 8 - 2024-03-31 38,588 $4,247,000 33,312
   US BANCORP 623 - 2024-03-31 38,231 $4,207,000 5,633
   SMITH MOORE & CO. 48 - 2024-03-31 36,752 $4,045,000 629
   Western Wealth Management LLC 67 - 2024-03-31 36,432 $4,009,000 28,963
   WealthCare Investment Partners LLC 14 - 2024-03-31 35,533 $3,910,000 17,754
   Cedar Brook Financial Partners LLC 28 - 2024-03-31 34,838 $3,834,000 442
   MARINER WEALTH ADVISORS, LLC 833 - 2024-03-31 34,395 $3,785,000 14,330
   PCG Wealth Advisors LLC 18 - 2024-03-31 33,187 $3,652,000 2,813
   PFG Advisors 96 - 2024-03-31 33,108 $3,644,000 140
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 767 - 2024-03-31 31,191 $3,433,000 2,869
   HARBOUR INVESTMENTS INC. 138 - 2023-12-31 37,129 $3,294,000 16,152
   Merit Financial Group LLC 202 - 2024-03-31 30,827 $3,232,000 17,094
   Colonial River Wealth Management LLC 13 - 2024-03-31 24,471 $2,693,000 9,868
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 30 - 2024-03-31 22,822 $2,512,000 2,919
   SILVER OAK SECURITIES Inc 64 - 2024-03-31 22,632 $2,491,000 15,075
   LWM Advisory Services LLC 13 - 2024-03-31 21,730 $2,391,000 4,017
   Concentrum Wealth Management 19 - 2024-03-31 21,692 $2,387,000 1,861
   J.W. COLE ADVISORS INC. 193 - 2024-03-31 20,485 $2,246,000 3,103
   CREATIVE PLANNING 925 - 2024-03-31 20,277 $2,232,000 4,208
   Paul Damon & Associates Inc. 17 - 2024-03-31 18,502 $2,036,000 3,208
   Arete Wealth Advisors LLC 129 - 2024-03-31 18,342 $2,019,000 12,125
   Lionsbridge Wealth Management LLC 26 - 2024-03-31 17,792 $1,958,000 8,274
   SFG Wealth Management LLC. 17 - 2024-03-31 17,297 $1,904,000 17,297
   Eudaimonia Partners LLC 50 - 2024-03-31 16,823 $1,851,000 1,726
   GeoWealth Management LLC 193 - 2024-03-31 15,685 $1,726,000 328
   New Millennium Group LLC 25 - 2024-03-31 15,381 $1,693,000 133
   Change Path LLC 267 - 2024-03-31 14,683 $1,616,000 6,257
   Venturi Wealth Management LLC 130 - 2024-03-31 13,412 $1,476,000 5,260
   Csenge Advisory Group 209 - 2024-03-31 12,007 $1,321,000 411
   TD CAPITAL MANAGEMENT LLC 51 - 2024-03-31 10,934 $1,203,000 10,683
   Dynamic Advisors Solutions LLC 441 - 2024-03-31 9,361 $1,030,000 337
   ROMAN BUTLER FULLERTON & CO 70 - 2024-03-31 9,652 $999,000 2,899
   Newbridge Financial Services Group Inc. 52 - 2024-03-31 8,830 $972,000 601
   Berger Financial Group Inc 155 - 2024-03-31 8,700 $957,000 5,516
  100 Records found
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