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Get Institutions for : 
Invesco Dynamic Large Cap Growth ETF (PWB)  
$90.39 0.63 (0.7%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    7
Total shares held : 
5,321,145  
% of shares held : 
44.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
26,066  
% of shares held change : 
  0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$67.94  
Last Quarter's Ending Price : 
$77.70  
Last Quarter's Average Price
$72.19  
Change from last quarter's     
avg. price to the last closing  : 
18.20 (25.21%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 130,438
 2.45%
 
Increased Positions :
42
 493,106
 9.27%
 
Unchanged Positions :
40
 359,199
 6.75%
 
Decreased Positions :
36
-463,343
-8.71%
 
Closed Positions :
6
-134,135
-2.52%
 
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
   LPL FINANCIAL CORP 438 - 2024-03-31 772,787 $69,002,000 19,219
   RAYMOND JAMES & ASSOCIATES 519 - 2024-03-31 400,466 $35,758,000 53,593
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 333 - 2024-03-31 167,295 $14,938,000 6,781
   ROYAL BANK OF CANADA 1372 - 2024-03-31 137,200 $12,251,000 23,264
   Baird Financial Group Inc. 468 - 2024-03-31 113,111 $10,100,000 1,837
   ENVESTNET ASSET MANAGEMENT INC 1617 - 2024-03-31 96,400 $8,608,000 26,298
   CAPTRUST FINANCIAL ADVISORS 395 - 2024-03-31 87,423 $7,806,000 1,091
   Kestra Advisory Services LLC 407 - 2024-03-31 79,577 $7,105,000 1,591
   Cornerstone Wealth Management LLC 53 - 2024-03-31 58,129 $5,190,000 908
   BB&T CORP 898 - 2024-03-31 51,996 $4,643,000 843
   Rockefeller Capital Management L.P. 781 - 2024-03-31 42,418 $3,788,000 449
   Spire Wealth Management 205 - 2024-03-31 32,178 $2,873,000 2,933
   Stratos Wealth Partners LTD. 388 - 2024-03-31 27,412 $2,448,000 1,772
   JPL Wealth Management LLC 26 - 2024-03-31 27,172 $2,426,000 4,698
   Integrated Wealth Concepts LLC 564 - 2024-03-31 19,436 $1,735,000 1,305
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1926 - 2024-03-31 19,338 $1,727,000 19,338
   BALANCED WEALTH GROUP LLC 23 - 2024-03-31 17,705 $1,566,000 2
   New England Private Wealth Advisors LLC 66 - 2024-03-31 15,844 $1,415,000 2
   Apollon Wealth Management LLC 368 - 2024-03-31 15,750 $1,406,000 366
   Geneos Wealth Management Inc. 305 - 2024-03-31 15,382 $1,373,000 646
   Atria Wealth Solutions Inc. 788 - 2024-03-31 14,678 $1,311,000 816
   CITADEL ADVISORS LLC 3070 - 2024-03-31 11,176 $998,000 2,421
   MML INVESTORS SERVICES LLC 1439 - 2024-03-31 10,855 $969,000 2,021
   GeoWealth Management LLC 311 - 2024-03-31 10,277 $918,000 10,277
   FINANCIAL NETWORK 1548 - 2024-03-31 9,880 $882,000 489
   FLAGSHIP HARBOR ADVISORS LLC 283 - 2024-03-31 8,785 $784,000 66
   Investors Research Corp 142 - 2024-03-31 8,653 $773,000 498
   OPPENHEIMER & CO INC 852 - 2024-03-31 8,277 $739,000 149
   MULTIFINANCIAL SECURITIES CORP 1328 - 2024-03-31 8,266 $738,000 1,011
   PROSPERA FINANCIAL SERVICES 573 - 2023-12-31 8,425 $655,000 131
   HARMONY ASSET MANAGEMENT LLC 82 - 2024-03-31 6,958 $621,000 1,026
   CREATIVE PLANNING 1889 - 2024-03-31 5,270 $471,000 1,609
   JANNEY MONTGOMERY SCOTT LLC 2043 - 2024-03-31 5,186 $463,000 207
   FMR LLC 2636 - 2024-03-31 4,546 $406,000 433
   Total Clarity Wealth Management Inc. 165 - 2024-03-31 4,537 $405,000 1,585
   MATHER GROUP, INC. 382 - 2024-03-31 5,104 $397,000 180
   NATIONAL ASSET MANAGEMENT, INC. 993 - 2024-03-31 4,923 $334,000 308
   Horizon Family Wealth Inc. 55 - 2024-03-31 3,522 $314,000 359
   Sigma Planning Corp 944 - 2024-03-31 3,431 $306,000 3,431
   Advisor Resource Council 180 - 2024-03-31 3,512 $273,000 3,512
   TOWER RESEARCH CAPITAL LLC 1262 - 2024-03-31 2,850 $254,000 707
   Asset Management Resources LLC - 2023-12-31 2,762 $215,000 2,762
   Verum Partners LLC 146 - 2024-03-31 2,317 $207,000 2,317
   BAYSTATE WEALTH MANAGEMENT LLC 266 - 2023-12-31 1,404 $109,000 2

  44 Records found
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