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Get Institutions for : 
Invesco Russell Midcap Pure Value ETF (PXMV)  
$52.52 0.94 (1.76%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    3
Total shares held : 
 2,209,376  
% of shares held : 
 16.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -117,939  
% of shares held change : 
   -0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 24,585
 1.11%
 
Increased Positions :
21
 96,434
 4.36%
 
Unchanged Positions :
16
 47,958
 2.17%
 
Decreased Positions :
16
-132,875
-6.01%
 
Closed Positions :
7
-106,083
-4.8%
 
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
   AMERIPRISE FINANCIAL INC 1633 - 2024-03-31 213,884 $11,614,000 19,683
   Whitaker-Myers Wealth Managers LTD. 7 - 2024-03-31 152,607 $8,287,000 19,494
   ROYAL BANK OF CANADA 1900 - 2024-03-31 93,378 $5,070,000 5,458
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1162 - 2024-03-31 86,775 $4,712,000 3,520
   WELLS FARGO & CO/MN 2371 - 2024-03-31 49,944 $2,712,000 15,815
   Trilogy Capital Inc. 133 - 2024-03-31 37,784 $2,052,000 15,942
   CITIGROUP INC 1810 - 2024-03-31 34,512 $1,874,000 2,449
   MONEY CONCEPTS CAPITAL CORP 167 - 2024-03-31 30,945 $1,680,000 816
   RAYMOND JAMES & ASSOCIATES 2376 - 2024-03-31 25,413 $1,380,000 5,279
   MML INVESTORS SERVICES LLC 1468 - 2024-03-31 16,939 $920,000 861
   ENVESTNET ASSET MANAGEMENT INC 3103 - 2024-03-31 15,815 $859,000 758
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1069 - 2024-03-31 14,764 $802,000 1,023
   Breakwater Capital Group 114 - 2024-03-31 13,887 $754,000 2,498
   GUIDANCE CAPITAL INC 88 - 2024-03-31 13,202 $675,000 6,951
   ZACKS INVESTMENT MANAGEMENT 451 - 2024-03-31 11,270 $612,000 385
   Sigma Planning Corp 735 - 2024-03-31 9,551 $519,000 5,156
   BENJAMIN F. EDWARDS & COMPANY INC. 915 - 2024-03-31 3,507 $190,000 3
   Aspire Wealth Management Corp 121 - 2024-03-31 1,887 $102,000 4
   FMR LLC 3579 - 2024-03-31 669 $36,000 513
  19 Records found
  1    
  Page 1 of 1
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