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Get Institutions for : 
Invesco S&P MidCap 400 Pure Growth ETF (RFG)  
$49.45 0.14 (0.28%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    3
Total shares held : 
 1,787,589  
% of shares held : 
 1.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 -258,397  
% of shares held change : 
   -0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.62  
Last Quarter's Ending Price : 
 $41.26  
Last Quarter's Average Price : 
 $39.17  
Change from last quarter's     
avg. price to the last closing  : 
10.28 (26.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 19,912
 1.11%
 
Increased Positions :
28
 55,388
 3.1%
 
Unchanged Positions :
34
 130,972
 7.33%
 
Decreased Positions :
18
-139,214
-7.79%
 
Closed Positions :
8
-194,483
-10.88%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3235 - 2024-03-31 218,260 $11,066,000 9,273
   LPL FINANCIAL CORP 1362 - 2024-03-31 187,413 $9,502,000 24,022
   Twelve Points Wealth Management LLC 3 - 2024-03-31 172,001 $8,720,000 20,367
   UBS Group AG 2552 - 2024-03-31 64,143 $3,252,000 18,494
   Ameritas Advisory Services LLC 190 - 2024-03-31 57,981 $2,782,000 15,790
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1185 - 2024-03-31 44,115 $2,237,000 24,369
   KPP Advisory Services LLC 50 - 2024-03-31 34,985 $1,774,000 34,985
   ARROW INVESTMENT ADVISORS, LLC 19 - 2024-03-31 20,427 $1,036,000 20,427
   Commonwealth Financial Services LLC 54 - 2024-03-31 23,750 $980,000 1,895
   ENVESTNET ASSET MANAGEMENT INC 3045 - 2024-03-31 18,588 $942,000 1,737
   FINANCIAL ARCHITECTS INC 163 - 2023-06-30 4,053 $792,000 25
   Sowell Financial Services LLC 387 - 2024-03-31 15,504 $786,000 10
   WILLNER & HELLER LLC 55 - 2023-12-31 12,596 $520,000 10,097
   Kestra Advisory Services LLC 1674 - 2024-03-31 9,538 $484,000 408
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1621 - 2024-03-31 9,033 $458,000 1,561
   SYNOVUS FINANCIAL CORP 638 - 2024-03-31 8,946 $454,000 13
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 490 - 2024-03-31 8,303 $421,000 2
   OPPENHEIMER & CO INC 1072 - 2024-03-31 7,936 $402,000 400
   Jacobi Capital Management LLC 355 - 2024-03-31 7,200 $365,000 9
   FMR LLC 2676 - 2024-03-31 6,961 $353,000 1,507
   RAYMOND JAMES & ASSOCIATES 3255 - 2024-03-31 6,789 $344,000 601
   J.W. COLE ADVISORS INC. 721 - 2024-03-31 5,352 $271,000 322
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1459 - 2024-03-31 5,067 $257,000 1,120
   NATIONAL ASSET MANAGEMENT, INC. 1209 - 2024-03-31 5,663 $222,000 135
   Spire Wealth Management 840 - 2024-03-31 3,133 $159,000 5
   CWM LLC 2189 - 2024-03-31 1,143 $58,000 1,093
   Householder Group Estate & Retirement Specialist L 466 - 2024-03-31 1,027 $52,000 262
   IFP Advisors Inc 1867 - 2023-12-31 500 $21,000 2
  28 Records found
  1    
  Page 1 of 1
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