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Get Institutions for : 
Invesco S&P Midcap 400 Equal Weight ETF (EWMC)  
$114.29 0.45 (0.39%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    2
Total shares held : 
1,279,494  
% of shares held : 
10.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-139,404  
% of shares held change : 
  -1.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$98.14  
Last Quarter's Ending Price : 
$120.28  
Last Quarter's Average Price
$105.77  
Change from last quarter's     
avg. price to the last closing  : 
8.52 (8.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 182,776
 14.29%
 
Increased Positions :
16
 227,910
 17.81%
 
Unchanged Positions :
10
 8,730
 0.68%
 
Decreased Positions :
22
-289,649
-22.64%
 
Closed Positions :
7
-260,441
-20.35%
 
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
   MORGAN STANLEY 1672 - 2024-03-31 456,428 $54,899,000 65,337
   LPL FINANCIAL CORP 1023 - 2024-03-31 139,077 $16,728,000 34,004
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 355 - 2024-03-31 112,880 $13,577,000 11,172
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 886 - 2024-03-31 69,393 $8,347,000 7,535
   Cetera Investment Advisers 812 - 2024-03-31 58,125 $6,991,000 7,170
   KESTRA PRIVATE WEALTH SERVICES LLC 208 - 2024-03-31 39,780 $4,785,000 9,455
   ROYAL BANK OF CANADA 1969 - 2024-03-31 37,596 $4,522,000 6,929
   WealthCare Investment Partners LLC 12 - 2024-03-31 34,562 $4,157,000 18,992
   HPM Partners LLC 730 - 2024-03-31 32,442 $3,902,000 17
   GATEWAY ADVISORY, LLC 31 - 2024-03-31 32,053 $3,855,000 860
   ENVESTNET ASSET MANAGEMENT INC 2361 - 2024-03-31 22,696 $2,730,000 3,325
   Advisor Group Holdings Inc. 1513 - 2024-03-31 21,187 $2,548,000 10,147
   BB&T CORP 1197 - 2024-03-31 19,350 $2,327,000 1,751
   COMMONWEALTH EQUITY SERVICES LLC. 1875 - 2024-03-31 13,904 $1,672,000 1,208
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2218 - 2024-03-31 10,946 $1,317,000 2,095
   Fifth Third Securities Inc. 159 - 2024-03-31 8,094 $974,000 1,308
   JANE STREET GROUP LLC 3199 - 2024-03-31 7,438 $895,000 3,309
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1927 - 2024-03-31 6,205 $746,000 1,067
   FINANCIAL NETWORK 1873 - 2024-03-31 4,547 $547,000 4,547
   THRIVENT FINANCIAL FOR LUTHERANS 2150 - 2024-03-31 4,285 $515,000 782
   JANNEY MONTGOMERY SCOTT LLC 2252 - 2024-03-31 2,776 $334,000 471
   MML INVESTORS SERVICES LLC 2109 - 2024-03-31 2,445 $294,000 2,445
   REGAL INVESTMENT ADVISORS, LLC 488 - 2024-03-31 2,150 $259,000 48
   HARBOUR INVESTMENTS INC. 1260 - 2023-12-31 764 $75,000 64
   Cape Investment Advisory Inc. 481 - 2023-12-31 265 $26,000 265

  25 Records found
  1    
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