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Get Institutions for : 
Invesco Russell Midcap Pure Growth ETF (PXMG)  
$115.04 1.05 (0.9%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 159    5
Total shares held : 
7,512,396  
% of shares held : 
23.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
-968,354  
% of shares held change : 
  -3.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$80.01  
Last Quarter's Ending Price : 
$89.81  
Last Quarter's Average Price
$82.19  
Change from last quarter's     
avg. price to the last closing  : 
32.85 (39.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 96,359
 1.28%
 
Increased Positions :
60
 642,785
 8.56%
 
Unchanged Positions :
30
 201,102
 2.68%
 
Decreased Positions :
52
-1,650,826
-21.97%
 
Closed Positions :
12
-56,672
-0.75%
 
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 200 - 2024-03-31 1,439,605 $165,353,000 96,236
   ENVESTNET ASSET MANAGEMENT INC 329 - 2024-03-31 1,276,392 $146,606,000 1,136,902
   MORGAN STANLEY 1255 - 2024-03-31 805,561 $92,527,000 17,784
   WELLS FARGO & CO/MN 711 - 2024-03-31 436,059 $50,086,000 51,117
   AMERIPRISE FINANCIAL INC 868 - 2024-03-31 379,062 $43,410,000 136,703
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 243 - 2024-03-31 313,523 $36,012,000 614
   BANK OF AMERICA CORP /DE/ 1581 - 2024-03-31 278,817 $32,025,000 7,204
   STIFEL FINANCIAL CORP 474 - 2024-03-31 216,281 $24,847,000 14,362
   Advisor Group Holdings Inc. 359 - 2024-03-31 199,563 $22,931,000 40,798
   Foundations Investment Advisors LLC 49 - 2024-03-31 160,256 $18,407,000 18,464
   RAYMOND JAMES & ASSOCIATES 914 - 2024-03-31 132,630 $15,234,000 6,889
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 332 - 2024-03-31 130,503 $14,990,000 19,165
   MML INVESTORS SERVICES LLC 317 - 2024-03-31 122,864 $14,112,000 39,832
   Aspire Wealth Management Corp 1 - 2024-03-31 100,919 $11,592,000 277
   FINANCIAL NETWORK 344 - 2024-03-31 99,742 $11,456,000 25,360
   CITIGROUP INC 864 - 2024-03-31 91,464 $10,506,000 7,490
   UBS Group AG 1607 - 2024-03-31 87,007 $9,994,000 8,033
   PRINCIPAL SECURITIES INC. 73 - 2024-03-31 77,487 $8,900,000 52,677
   Financial Advocates Investment Management 65 - 2024-03-31 61,258 $6,290,000 16,998
   H D Vest Advisory Services 281 - 2024-03-31 49,977 $5,740,000 13,607
   PROVISE MANAGEMENT GROUP LLC 66 - 2024-03-31 47,131 $5,413,000 1,931
   Kestra Advisory Services LLC 536 - 2024-03-31 42,078 $4,833,000 8,740
   CWM LLC 432 - 2024-03-31 40,121 $4,608,000 17,711
   Goss Wealth Management LLC 424 - 2024-03-31 37,780 $4,339,000 4,656
   Ullmann Financial Group Inc. 23 - 2024-03-31 37,233 $4,277,000 12
   Cetera Investment Advisers 377 - 2024-03-31 37,223 $4,275,000 21,286
   Fifth Third Securities Inc. 67 - 2024-03-31 34,960 $4,016,000 4,944
   Ameritas Advisory Services LLC 123 - 2024-03-31 34,933 $4,008,000 6,445
   Equitable Holdings Inc. 306 - 2024-03-31 31,708 $3,642,000 5,530
   Atria Wealth Solutions Inc. 447 - 2024-03-31 30,228 $3,472,000 17,178
   JANE STREET GROUP LLC 1824 - 2024-03-31 24,870 $2,857,000 24,870
   LOWERY THOMAS LLC 17 - 2024-03-31 24,575 $2,823,000 4,167
   PRUDENTIAL FINANCIAL INC 1274 - 2024-03-31 23,082 $2,651,000 15,643
   J.W. COLE ADVISORS INC. 186 - 2024-03-31 20,191 $2,319,000 1,765
   BENJAMIN F. EDWARDS & COMPANY INC. 343 - 2024-03-31 19,160 $2,201,000 308
   TITLEIST ASSET MANAGEMENT LTD. 51 - 2022-12-31 26,141 $1,968,000 3,379
   NWAM LLC 147 - 2024-03-31 14,849 $1,696,000 5,395
   Accel Wealth Management 44 - 2024-03-31 12,646 $1,452,000 1,482
   Fulcrum Equity Management 12 - 2024-03-31 12,161 $1,397,000 12,161
   New Millennium Group LLC 29 - 2024-03-31 11,850 $1,361,000 165
   THRIVENT FINANCIAL FOR LUTHERANS 1649 - 2024-03-31 11,553 $1,327,000 1,203
   PSI Advisors LLC 40 - 2024-03-31 11,514 $1,323,000 308
   PARK AVENUE SECURITIES LLC 538 - 2024-03-31 11,485 $1,319,000 7,579
   Savvy Advisors Inc. 29 - 2024-03-31 11,247 $1,292,000 2,947
   Certified Advisory Corp 117 - 2024-03-31 10,562 $1,213,000 853
   Western Wealth Management LLC 206 - 2024-03-31 10,210 $1,173,000 33
   BROWN ADVISORY HOLDINGS INC 812 - 2024-03-31 7,591 $872,000 16
   Sigma Planning Corp 539 - 2024-03-31 7,493 $861,000 7,493
   Commonwealth Financial Services LLC 65 - 2024-03-31 9,549 $858,000 470
   JANNEY MONTGOMERY SCOTT LLC 1598 - 2024-03-31 7,416 $852,000 2,089
   TFB Advisors LLC 74 - 2024-03-31 7,722 $840,000 233
   Ausdal Financial Partners Inc. 194 - 2024-03-31 7,235 $831,000 3,215
   OPPENHEIMER & CO INC 821 - 2024-03-31 6,966 $800,000 2,973
   ACT WEALTH MANAGEMENT LLC 16 - 2024-03-31 6,736 $774,000 6
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1106 - 2023-09-30 8,721 $702,000 10
   Geneos Wealth Management Inc. 455 - 2024-03-31 5,098 $586,000 3,181
   PROSPERA FINANCIAL SERVICES 621 - 2023-12-31 6,233 $560,000 332
   PFG Advisors 384 - 2024-03-31 4,495 $516,000 114
   EPG Wealth Management LLC 168 - 2024-03-31 4,346 $499,000 4
   MERCER GLOBAL ADVISORS INC /ADV 1281 - 2024-03-31 4,323 $496,000 1,068
   Spire Wealth Management 519 - 2024-03-31 4,242 $487,000 886
   IAMS WEALTH MANAGEMENT LLC 89 - 2024-03-31 3,673 $387,000 3,673
   Continuum Advisory LLC 269 - 2024-03-31 3,097 $357,000 281
   FMR LLC 2692 - 2024-03-31 2,850 $327,000 1,286
   Advisor Resource Council 179 - 2024-03-31 3,062 $275,000 3,062
   IFP Advisors Inc 797 - 2023-12-31 3,056 $274,000 2,742
   PNC FINANCIAL SERVICES GROUP INC 2033 - 2024-03-31 2,115 $243,000 124
   ADVISORY SERVICES NETWORK, LLC 1266 - 2024-03-31 2,010 $231,000 1,315
   US BANCORP 1948 - 2024-03-31 1,908 $219,000 1,601
   Coastal Investment Advisors Inc. 492 - 2024-03-31 741 $85,000 741
   Global Retirement Partners LLC 1262 - 2024-03-31 565 $65,000 378
   PROEQUITIES INC. 1630 - 2024-03-31 113 $13,000 28
   Pinnacle Bank 690 - 2024-03-31 69 $8,000 16
   Penserra Capital Management LLC 952 - 2024-03-31 68 $7,000 68

  74 Records found
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