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Get Institutions for : 
Invesco Dwa Financial Momentum ETF Trust (PFI)  
$47.20 0.29 (0.61%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    1
Total shares held : 
255,057  
% of shares held : 
23.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
31,759  
% of shares held change : 
  2.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 38,849
 15.23%
 
Increased Positions :
5
 27,978
 10.97%
 
Unchanged Positions :
9
 18,796
 7.37%
 
Decreased Positions :
9
-23,145
-9.07%
 
Closed Positions :
3
-11,923
-4.67%
 
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
   TRANSAMERICA FINANCIAL ADVISORS, INC. 12 - 2024-03-31 268,458 $13,346,000 266,164
   JANNEY MONTGOMERY SCOTT LLC 619 - 2024-03-31 149,744 $7,444,000 141,818
   MORGAN STANLEY 4457 - 2024-03-31 39,606 $1,969,000 21,161
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1536 - 2024-03-31 26,406 $1,313,000 21,734
   Advisor Group Holdings Inc. 2362 - 2024-03-31 19,260 $957,000 16,832
   LPL FINANCIAL CORP 3226 - 2024-03-31 18,125 $901,000 1,455
   UBS Group AG 3839 - 2024-03-31 13,660 $679,000 563
   CITADEL ADVISORS LLC 3917 - 2024-03-31 8,355 $415,000 8,355
   FINANCIAL NETWORK 2514 - 2024-03-31 4,381 $218,000 4,381
   Advisors Preferred LLC 122 - 2024-03-31 3,785 $186,000 1,614
   TOWER RESEARCH CAPITAL LLC 5293 - 2024-03-31 22 $1,000 22

  11 Records found
  1    
  Page 1 of 1
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