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Get Institutions for : 
Invesco Actively Managd ETF (PDBC)  
$14.23 0.19 (1.32%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 398    28
Total shares held : 
 265,601,390  
% of shares held : 
 29.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -26  
Amount of shares held : 
 -19,383,728  
% of shares held change : 
   -2.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.85  
Last Quarter's Ending Price : 
 $13.30  
Last Quarter's Average Price : 
 $14.33  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,288,528
 1.24%
 
Increased Positions :
146
 24,547,886
 9.24%
 
Unchanged Positions :
65
 4,957,958
 1.87%
 
Decreased Positions :
144
-38,805,369
-14.61%
 
Closed Positions :
71
-8,414,773
-3.17%
 
Guru Positions :
1
11,440
 0%
 
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
   WELLS FARGO & CO/MN 54 - 2024-03-31 124,472,012 $1,726,427,000 3,771,948
   Empower Advisory Group LLC 19 - 2024-03-31 24,027,021 $333,255,000 1,997,655
   MORGAN STANLEY 613 - 2024-03-31 22,535,312 $312,565,000 204,144
   Personal Capital Advisors Corp 19 - 2022-12-31 15,910,585 $235,158,000 963,440
   SigFig Wealth Management LLC 12 - 2024-03-31 5,448,606 $75,572,000 519,260
   ENVESTNET ASSET MANAGEMENT INC 567 - 2024-03-31 4,675,545 $64,850,000 147,046
   FMR LLC 1415 - 2024-03-31 2,678,175 $37,146,000 1,887,800
   PARK AVENUE SECURITIES LLC 46 - 2024-03-31 1,921,950 $26,657,000 49,237
   MANUFACTURERES LIFE INSURANCE CO 549 - 2024-03-31 1,863,290 $25,840,000 94,561
   GM Advisory Group Inc. 18 - 2024-03-31 1,608,770 $22,314,000 51,490
   SMI Advisory Services LLC 5 - 2024-03-31 1,469,944 $21,020,000 1,469,944
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 260 - 2024-03-31 1,511,388 $20,963,000 1,511,388
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 8 - 2024-03-31 1,111,004 $15,410,000 68,306
   BURNS WEALTH MANAGEMENT, INC. 57 - 2024-03-31 1,075,757 $14,921,000 52,628
   GOLDMAN SACHS GROUP INC/ 1815 - 2024-03-31 977,472 $13,558,000 49,940
   NATIONAL ASSET MANAGEMENT, INC. 59 - 2024-03-31 876,046 $13,097,000 222,607
   Penserra Capital Management LLC 114 - 2024-03-31 904,475 $12,545,000 904,475
   Magnus Financial Group LLC 14 - 2024-03-31 877,345 $12,169,000 859,501
   BANK OF NEW YORK MELLON CORP 1879 - 2024-03-31 848,026 $11,762,000 235,926
   Marion Wealth Management 8 - 2024-03-31 805,895 $11,178,000 298,646
   PFS INVESTMENTS INC. 136 - 2023-06-30 675,384 $9,189,000 10,848
   Integrated Capital Management Inc. 4 - 2024-03-31 637,641 $8,844,000 18,097
   Ambassador Advisors LLC 14 - 2024-03-31 581,350 $8,063,000 6,862
   Cambria Investment Management L.P. 113 - 2024-03-31 577,892 $8,015,000 7,080
   STATE STREET CORP 2548 - 2024-03-31 577,057 $8,004,000 41,346
   Echo45 Advisors LLC 6 - 2024-03-31 573,451 $7,954,000 29,185
   BNP PARIBAS ARBITRAGE SA 792 - 2024-03-31 573,300 $7,952,000 572,600
   Traverso Chambers Private Wealth Management LLC 17 - 2023-12-31 597,364 $7,945,000 38,240
   RENAISSANCE TECHNOLOGIES LLC 1130 - 2024-03-31 567,700 $7,874,000 567,700
   ALLIANCEBERNSTEIN L.P. 1311 - 2024-03-31 520,671 $7,222,000 604
   CWM LLC 349 - 2024-03-31 516,159 $7,159,000 90,945
   Pineridge Advisors LLC 6 - 2024-03-31 498,338 $6,912,000 3,680
   GREEN SQUARE CAPITAL MANAGEMENT LLC 13 - 2024-03-31 458,265 $6,356,000 321,436
   Quent Capital LLC 31 - 2024-03-31 451,521 $6,263,000 13,491
   J P MORGAN CHASE & CO 2326 - 2024-03-31 448,630 $6,222,000 104,629
   McMahon Financial Advisors LLC 19 - 2024-03-31 446,535 $6,193,000 25,703
   Vantage Financial Partners Ltd. Inc. 21 - 2024-03-31 426,622 $5,917,000 151,846
   Executive Wealth Management LLC 70 - 2024-03-31 419,445 $5,860,000 185,811
   MBL Wealth LLC 38 - 2024-03-31 398,525 $5,528,000 243,975
   Patton Fund Management Inc. 40 - 2024-03-31 397,142 $5,508,000 76,761
   Aspect Partners LLC 4 - 2024-03-31 377,029 $5,229,000 40,359
   KESTRA PRIVATE WEALTH SERVICES LLC 201 - 2024-03-31 354,487 $4,917,000 34,613
   HIGHTOWER ADVISORS, LLC 994 - 2024-03-31 332,541 $4,604,000 289,632
   Equitable Holdings Inc. 268 - 2024-03-31 311,532 $4,321,000 9,537
   CIM LLC 32 - 2023-12-31 319,465 $4,258,000 22,990
   Claraphi Advisory Network LLC 12 - 2022-12-31 283,600 $4,192,000 139,141
   CPR Investments Inc. 10 - 2024-03-31 301,744 $4,185,000 10,727
   Ameritas Advisory Services LLC 119 - 2024-03-31 295,313 $4,096,000 295,313
   Brookstone Capital Management 244 - 2024-03-31 295,206 $4,095,000 18,954
   OARSMAN CAPITAL, INC. 22 - 2024-03-31 280,903 $3,896,000 38,932
   Private Advisor Group LLC 556 - 2024-03-31 275,178 $3,817,000 62,266
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 67 - 2024-03-31 273,403 $3,792,000 1,810
   InterOcean Capital Group LLC 118 - 2024-03-31 271,824 $3,770,000 66,649
   Alhambra Investment Partners LLC 10 - 2024-03-31 262,359 $3,639,000 21,323
   JMAC ENTERPRISES LLC 45 - 2024-03-31 260,000 $3,606,000 31,257
   Summit Global Investments - 2024-03-31 251,809 $3,493,000 1,168
   HPM Partners LLC 795 - 2024-03-31 229,349 $3,181,000 45,138
   Aveo Capital Partners LLC 79 - 2024-03-31 217,069 $3,028,000 217,069
   Bennett Associates Wealth Management 14 - 2024-03-31 212,321 $2,945,000 44,482
   Andina Capital Management LLC 13 - 2024-03-31 210,824 $2,924,000 98,786
   NOMURA ASSET MANAGEMENT CO LTD 654 - 2024-03-31 206,800 $2,868,000 169,400
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 512 - 2024-03-31 205,261 $2,847,000 26,927
   Roble Belko & Company Inc 29 - 2024-03-31 203,876 $2,828,000 182,993
   Impact Partnership Wealth LLC 15 - 2024-03-31 196,583 $2,727,000 196,504
   Plan Group Financial LLC 18 - 2024-03-31 195,694 $2,714,000 18,329
   FIDELITY D & D BANCORP INC 13 - 2024-03-31 195,388 $2,710,000 13,072
   J2 Capital Management Inc 7 - 2023-09-30 180,775 $2,703,000 62,538
   Aletheian Wealth Advisors LLC 19 - 2024-03-31 181,825 $2,522,000 17,769
   Atomi Financial Group Inc. 93 - 2024-03-31 181,745 $2,521,000 170,160
   Change Path LLC 193 - 2024-03-31 179,397 $2,489,000 3,430
   Leo Wealth LLC 76 - 2024-03-31 164,373 $2,280,000 4,545
   MARINER WEALTH ADVISORS, LLC 1056 - 2024-03-31 160,779 $2,230,000 121,695
   Ausdal Financial Partners Inc. 97 - 2024-03-31 158,895 $2,204,000 66,723
   Per Stirling Capital Management LLC. 58 - 2024-03-31 146,762 $2,036,000 141
   BFT FINANCIAL GROUP LLC 73 - 2023-06-30 148,457 $2,020,000 22,157
   NWAM LLC 148 - 2024-03-31 118,690 $1,672,000 30,457
   CFG ASSET MANAGEMENT LLC 105 - 2024-03-31 118,190 $1,639,000 7,073
   CITIGROUP INC 1934 - 2024-03-31 115,728 $1,605,000 9,854
   WESBANCO BANK INC 213 - 2024-03-31 114,537 $1,589,000 114,537
   ZACKS INVESTMENT MANAGEMENT 350 - 2024-03-31 111,676 $1,549,000 11,610
   SCOTIA CAPITAL INC. 431 - 2024-03-31 101,742 $1,411,000 62,766
   New Republic Capital LLC 30 - 2024-03-31 92,231 $1,279,000 1,656
   Sigma Planning Corp 438 - 2024-03-31 88,911 $1,233,000 68,163
   Koshinski Asset Management Inc. 184 - 2024-03-31 83,329 $1,156,000 83,329
   All Season Financial Advisors Inc. 28 - 2024-03-31 79,738 $1,106,000 79,738
   Verity Asset Management Inc. 34 - 2023-12-31 82,456 $1,097,000 1,917
   US BANCORP 1120 - 2024-03-31 71,331 $989,000 17,670
   Saxony Capital Management LLC 26 - 2024-03-31 69,122 $959,000 6,083
   BLAIR WILLIAM & CO/IL 893 - 2024-03-31 66,911 $928,000 1,666
   RFG Advisory Group LLC 391 - 2024-03-31 57,926 $803,000 370
   USAdvisors Wealth Management LLC 74 - 2024-03-31 54,055 $743,000 8,217
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1695 - 2024-03-31 53,235 $738,000 14,815
   NORTHERN TRUST CORP 3422 - 2024-03-31 52,707 $731,000 5,460
   CLS INVESTMENT FIRM LLC 854 - 2022-12-31 49,365 $730,000 30,506
   Innova Wealth Partners 36 - 2024-03-31 46,856 $650,000 11,074
   Bruce G. Allen Investments LLC 27 - 2024-03-31 45,210 $627,000 3,960
   FSB PREMIER WEALTH MANAGEMENT INC. 83 - 2024-03-31 41,507 $576,000 4,778
   Capital Wealth Alliance LLC 58 - 2024-03-31 38,992 $541,000 1,145
   Zega Financial LLC 56 - 2024-03-31 38,112 $529,000 15,095
   Aspire Private Capital LLC 109 - 2024-03-31 37,976 $527,000 14,449
  100 Records found
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