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Get Institutions for : 
Invesco S&P SmallCap Info Tech ETF (PSCT)  
$46.94 0.13 (0.28%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    4
Total shares held : 
 1,802,030  
% of shares held : 
 71.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -48,239  
% of shares held change : 
   -1.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.67  
Last Quarter's Ending Price : 
 $48.25  
Last Quarter's Average Price : 
 $43.43  
Change from last quarter's     
avg. price to the last closing  : 
3.51 (8.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 25,774
 1.43%
 
Increased Positions :
23
 139,186
 7.72%
 
Unchanged Positions :
36
 226,704
 12.58%
 
Decreased Positions :
22
-71,646
-3.98%
 
Closed Positions :
10
-141,553
-7.86%
 
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
   MORGAN STANLEY 3152 - 2024-03-31 259,051 $12,020,000 4,472
   GOLDMAN SACHS GROUP INC/ 2452 - 2024-03-31 124,028 $5,755,000 4,028
   WELLS FARGO & CO/MN 1887 - 2024-03-31 123,341 $5,723,000 3,888
   LPL FINANCIAL CORP 1705 - 2024-03-31 116,285 $5,396,000 21,010
   STIFEL FINANCIAL CORP 1422 - 2024-03-31 66,730 $3,096,000 575
   Narus Financial Partners LLC 19 - 2024-03-31 54,339 $2,521,000 5,980
   UBS Group AG 2807 - 2024-03-31 52,297 $2,427,000 1,753
   OPPENHEIMER & CO INC 551 - 2024-03-31 38,078 $1,767,000 3,225
   Wealthcare Advisory Partners LLC 301 - 2024-03-31 30,163 $1,400,000 761
   H D Vest Advisory Services 649 - 2024-03-31 29,319 $1,360,000 2,140
   ROYAL BANK OF CANADA 2816 - 2024-03-31 27,046 $1,255,000 4,303
   MARINER WEALTH ADVISORS, LLC 1397 - 2024-03-31 25,433 $1,180,000 9,396
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2200 - 2024-03-31 16,609 $771,000 449
   JANNEY MONTGOMERY SCOTT LLC 1827 - 2024-03-31 13,056 $606,000 292
   Apollon Wealth Management LLC 650 - 2024-03-31 12,228 $567,000 6,234
   CREATIVE PLANNING 1790 - 2024-03-31 11,762 $546,000 670
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3355 - 2024-03-31 11,432 $530,000 3,450
   COMMONWEALTH EQUITY SERVICES LLC. 2843 - 2024-03-31 10,002 $464,000 410
   FINANCIAL NETWORK 2449 - 2024-03-31 5,158 $239,000 225
   TOWER RESEARCH CAPITAL LLC 1672 - 2024-03-31 2,866 $133,000 2,866
   Coastal Investment Advisors Inc. 672 - 2024-03-31 297 $14,000 297
  21 Records found
  1    
  Page 1 of 1
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