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Get Institutions for : 
Invesco Global Listed Private Equity ETF (PSP)  
$64.33 0.50 (0.77%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    0
Total shares held : 
 2,400,552  
% of shares held : 
 2.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 324,364  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $60.75  
Last Quarter's Ending Price : 
 $65.96  
Last Quarter's Average Price : 
 $62.77  
Change from last quarter's     
avg. price to the last closing  : 
1.56 (2.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 71,271
 2.97%
 
Increased Positions :
19
 567,157
 23.63%
 
Unchanged Positions :
18
 69,135
 2.88%
 
Decreased Positions :
36
-283,405
-11.81%
 
Closed Positions :
9
-30,659
-1.28%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3461 - 2024-03-31 121,425 $8,009,000 15,583
   Aletheian Wealth Advisors LLC 6 - 2024-03-31 106,302 $7,012,000 8,075
   Cetera Investment Advisers 841 - 2024-03-31 99,091 $6,536,000 40,583
   WELLS FARGO & CO/MN 1928 - 2024-03-31 79,576 $5,249,000 6,583
   CITADEL ADVISORS LLC 1832 - 2024-03-31 62,013 $4,090,000 57,884
   Traction Financial Partners LLC 11 - 2024-03-31 57,549 $3,749,000 7,189
   MULTIFINANCIAL SECURITIES CORP 587 - 2024-03-31 52,242 $3,446,000 47,822
   CLARK CAPITAL MANAGEMENT GROUP INC 215 - 2024-03-31 46,850 $3,090,000 1,957
   ATRIA INVESTMENTS LLC 673 - 2024-03-31 28,621 $1,888,000 182
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2181 - 2024-03-31 20,882 $1,377,000 20,882
   Atria Wealth Solutions Inc. 1019 - 2024-03-31 11,798 $778,000 4,585
   Envestnet Portfolio Solutions Inc. 1081 - 2024-03-31 8,348 $551,000 2,195
   NATIONAL BANK OF CANADA /FI/ 1065 - 2024-03-31 8,399 $546,000 218
   Private Advisor Group LLC 1486 - 2024-03-31 7,879 $520,000 2,551
   ROYAL BANK OF CANADA 3463 - 2024-03-31 7,514 $496,000 359
   Wealthcare Advisory Partners LLC 588 - 2024-03-31 5,967 $394,000 791
   FOUNDERS FINANCIAL SECURITIES LLC 294 - 2024-03-31 5,660 $373,000 137
   Kestra Advisory Services LLC 1976 - 2024-03-31 4,530 $299,000 20
   H D Vest Advisory Services 1432 - 2024-03-31 3,595 $237,000 23
   Larson Financial Group LLC 416 - 2024-03-31 2,931 $193,000 205
   J P MORGAN CHASE & CO 4390 - 2024-03-31 1,860 $123,000 1,721
   Founders Financial Alliance LLC 394 - 2024-03-31 642 $42,000 4
   FMR LLC 3594 - 2024-03-31 534 $35,000 533
   Concord Wealth Partners 550 - 2024-03-31 188 $12,000 188
   Financial Gravity Wealth Inc. 505 - 2024-03-31 123 $8,000 120
   Emerald Investment Partners LLC 458 - 2024-03-31 25 $2,000 8
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1823 - 2024-03-31 36 $2,000 18
  27 Records found
  1    
  Page 1 of 1
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