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Get Institutions for : 
Invesco Cleantech ETF (PZD)  
$40.81 0.04 (0.09%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    4
Total shares held : 
 1,323,007  
% of shares held : 
 24.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 -394,769  
% of shares held change : 
   -7.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.21  
Last Quarter's Ending Price : 
 $42.26  
Last Quarter's Average Price : 
 $42.31  
Change from last quarter's     
avg. price to the last closing  : 
1.50 (3.54%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 6,899
 0.52%
 
Increased Positions :
16
 43,350
 3.28%
 
Unchanged Positions :
32
 52,237
 3.95%
 
Decreased Positions :
40
-392,215
-29.65%
 
Closed Positions :
9
-52,803
-3.99%
 
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
   UBS Group AG 2033 - 2024-03-31 138,688 $5,861,000 4,491
   BANK OF AMERICA CORP /DE/ 2913 - 2024-03-31 126,042 $5,327,000 9,928
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1391 - 2024-03-31 68,529 $2,896,000 36,166
   CITADEL ADVISORS LLC 2906 - 2024-03-31 28,023 $1,184,000 1,646
   ALTFEST L J & CO INC 117 - 2024-03-31 24,190 $1,022,000 2,179
   PFG Investments LLC 637 - 2024-03-31 9,111 $385,000 656
   KCM INVESTMENT ADVISORS LLC 306 - 2024-03-31 8,296 $351,000 65
   LexAurum Advisors LLC 230 - 2024-03-31 6,725 $284,000 7
   WealthSpring Partners LLC 65 - 2023-09-30 5,064 $224,000 8
   Capital Analysts Inc. 516 - 2024-03-31 2,897 $122,000 99
   Spire Wealth Management 940 - 2024-03-31 2,782 $118,000 4
   PROEQUITIES INC. 964 - 2024-03-31 2,051 $87,000 134
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 152 - 2024-03-31 1,699 $72,000 3
   Emerald Investment Partners LLC 348 - 2024-03-31 1,274 $54,000 269
   CWM LLC 2560 - 2024-03-31 790 $33,000 100
   HOWE & RUSLING INC 310 - 2024-03-31 631 $27,000 202
   BDO Wealth Advisors LLC 557 - 2023-06-30 468 $23,000 3
   Aptus Capital Advisors LLC 971 - 2024-03-31 405 $17,000 101
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2590 - 2024-03-31 230 $10,000 23
   VisionPoint Advisory Group LLC 479 - 2024-03-31 185 $8,000 17
   TD Waterhouse Canada Inc. 1666 - 2024-03-31 32 $2,000 32
  21 Records found
  1    
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