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Get Institutions for : 
Invesco Dwa Technology Momentum Etf Trust (PTF)  
$58.21 0.56 (0.95%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    6
Total shares held : 
 4,187,691  
% of shares held : 
 17.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 213,387  
% of shares held change : 
   0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.99  
Last Quarter's Ending Price : 
 $57.38  
Last Quarter's Average Price : 
 $53.21  
Change from last quarter's     
avg. price to the last closing  : 
5.00 (9.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 46,672
 1.11%
 
Increased Positions :
29
 293,356
 7.01%
 
Unchanged Positions :
20
 211,118
 5.04%
 
Decreased Positions :
27
-126,641
-3.02%
 
Closed Positions :
0
0
0%
 
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
   LPL FINANCIAL CORP 708 - 2024-03-31 574,482 $32,964,000 45,943
   MORGAN STANLEY 2329 - 2024-03-31 482,426 $27,682,000 22,249
   BANK OF AMERICA CORP /DE/ 2167 - 2024-03-31 257,464 $14,773,000 29,038
   ROYAL BANK OF CANADA 1474 - 2024-03-31 179,934 $10,324,000 1,290
   Merit Financial Group LLC 74 - 2024-03-31 178,139 $9,872,000 26,926
   WELLS FARGO & CO/MN 1824 - 2024-03-31 109,801 $6,300,000 15,012
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1184 - 2024-03-31 39,075 $2,242,000 4,566
   INTL FCSTONE INC. 105 - 2024-03-31 32,181 $1,847,000 336
   ENVESTNET ASSET MANAGEMENT INC 2922 - 2024-03-31 19,981 $1,147,000 3,088
   SPC FINANCIAL, INC. 110 - 2024-03-31 16,068 $922,000 828
   Stratos Wealth Partners LTD. 732 - 2024-03-31 13,254 $761,000 170
   MULTIFINANCIAL SECURITIES CORP 1593 - 2024-03-31 8,688 $499,000 1,750
   Cooper Financial Group 243 - 2024-03-31 7,385 $424,000 370
   ADVISORY SERVICES NETWORK, LLC 1062 - 2024-03-31 6,396 $367,000 1,592
   Carr Financial Group Corp 142 - 2024-03-31 5,360 $308,000 1,218
   WMG Financial Advisors LLC 112 - 2024-03-31 4,399 $252,000 40
   SIMPLEX TRADING LLC 1241 - 2024-03-31 1,565 $89,000 1,542
   FMR LLC 3596 - 2024-03-31 613 $35,000 262
   CREATIVE FINANCIAL DESIGNS INC /ADV 910 - 2024-03-31 441 $25,000 150
  19 Records found
  1    
  Page 1 of 1
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