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Get Institutions for : 
Invesco DWA Momentum ETF (PDP)  
$98.45 1.14 (1.17%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    2
Total shares held : 
7,239,233  
% of shares held : 
31.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-539,110  
% of shares held change : 
  -2.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$76.52  
Last Quarter's Ending Price : 
$85.49  
Last Quarter's Average Price
$79.43  
Change from last quarter's     
avg. price to the last closing  : 
19.02 (23.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 38,492
 0.53%
 
Increased Positions :
45
 144,695
 2%
 
Unchanged Positions :
60
 145,251
 2.01%
 
Decreased Positions :
55
-710,157
-9.81%
 
Closed Positions :
11
-12,140
-0.17%
 
Guru Positions :
0
 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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RAYMOND JAMES & ASSOCIATES 374 - 2024-03-31 589,914 $58,272,000 11,388
   BANK OF AMERICA CORP /DE/ 1306 - 2024-03-31 481,635 $47,576,000 35,517
   CFG ASSET MANAGEMENT LLC 5 - 2024-03-31 349,563 $34,530,000 79,819
   ROYAL BANK OF CANADA 871 - 2024-03-31 349,088 $34,483,000 33,977
   GATEWAY ADVISORY, LLC 4 - 2024-03-31 209,265 $20,671,000 3,263
   LJI Wealth Management LLC 12 - 2024-03-31 90,227 $8,913,000 1,239
   Tradition Wealth Management LLC 47 - 2024-03-31 53,542 $5,289,000 8,647
   Private Advisory Group LLC 42 - 2024-03-31 53,525 $5,287,000 29,351
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 739 - 2024-03-31 50,660 $5,004,000 2,934
   Cetera Investment Advisers 1296 - 2024-03-31 29,594 $2,923,000 21,577
   PFG Investments LLC 157 - 2024-03-31 24,163 $2,387,000 9,585
   Milestone Advisory Partners 20 - 2023-09-30 30,825 $2,373,000 1,262
   NATIONAL ASSET MANAGEMENT, INC. 301 - 2024-03-31 30,618 $2,357,000 1,199
   DAVIDSON D A & CO 500 - 2024-03-31 22,084 $2,181,000 117
   WARREN AVERETT ASSET MANAGEMENT, LLC 257 - 2024-03-31 20,242 $1,999,000 14,181
   Forefront Analytics LLC 28 - 2024-03-31 19,409 $1,917,000 5
   Capital Investment Advisory Services LLC 111 - 2024-03-31 19,250 $1,902,000 21
   MML INVESTORS SERVICES LLC 1068 - 2024-03-31 19,082 $1,885,000 284
   Steward Partners Investment Advisory LLC 601 - 2024-03-31 18,797 $1,857,000 9,798
   RAYMOND JAMES TRUST CO 332 - 2024-03-31 18,183 $1,796,000 1,999
   MULTIFINANCIAL SECURITIES CORP 920 - 2024-03-31 16,288 $1,609,000 4,645
   Calton & Associates Inc. 34 - 2024-03-31 14,315 $1,414,000 32
   Merit Financial Group LLC 344 - 2024-03-31 13,566 $1,278,000 254
   NBC SECURITIES INC. 194 - 2024-03-31 12,267 $1,211,000 858
   SCOTIA CAPITAL INC. 506 - 2024-03-31 9,831 $971,000 1,348
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2628 - 2024-03-31 9,601 $948,000 6,195
   Kestra Advisory Services LLC 1299 - 2024-03-31 9,054 $894,000 874
   LINCOLN NATIONAL CORP 550 - 2024-03-31 9,030 $892,000 42
   Second Half Financial Partners LLC 38 - 2024-03-31 7,408 $732,000 3,333
   FMR LLC 2488 - 2024-03-31 6,406 $633,000 280
   IFP Advisors Inc 497 - 2023-12-31 7,300 $624,000 2,667
   EPG Wealth Management LLC 162 - 2024-03-31 5,446 $538,000 2
   Stratos Wealth Partners LTD. 872 - 2024-03-31 5,146 $508,000 4
   BAKER AVENUE ASSET MANAGEMENT, LP 261 - 2024-03-31 5,028 $497,000 636
   SPC FINANCIAL, INC. 163 - 2024-03-31 4,755 $470,000 545
   Spire Wealth Management 569 - 2024-03-31 4,264 $421,000 200
   STRATEGY ASSET MANAGERS LLC 152 - 2024-03-31 4,047 $400,000 135
   Brookstone Capital Management 760 - 2024-03-31 2,995 $296,000 99
   TOWER RESEARCH CAPITAL LLC 1184 - 2024-03-31 2,938 $290,000 2,338
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1496 - 2023-09-30 3,755 $289,000 100
   Coastal Investment Advisors Inc. 337 - 2024-03-31 2,743 $271,000 2,743
   CITIGROUP INC 3128 - 2024-03-31 2,088 $206,000 12
   CWM LLC 1529 - 2024-03-31 1,923 $190,000 38
   Fortis Advisors LLC 108 - 2024-03-31 1,379 $136,000 2
   HARBOUR INVESTMENTS INC. 1446 - 2023-12-31 594 $51,000 17

  45 Records found
  1    
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