Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco S&p 500 Equal Weight Consumer Staples Etf (RHS)  
$31.48 0.26 (0.82%) as of 4:30 Wed 6/5


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 125    4
Total shares held : 
10,387,991  
% of shares held : 
11.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -35  
Amount of shares held : 
-1,581,956  
% of shares held change : 
  -1.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$31.85  
Last Quarter's Ending Price : 
$32.93  
Last Quarter's Average Price
$31.58  
Change from last quarter's     
avg. price to the last closing  : 
0.10 (0.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 67,761
 0.65%
 
Increased Positions :
31
 195,681
 1.88%
 
Unchanged Positions :
26
 4,011,519
 38.62%
 
Decreased Positions :
62
-1,766,990
-17.01%
 
Closed Positions :
10
-78,408
-0.75%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Ameritas Advisory Services LLC 77 - 2024-03-31 204,813 $6,744,000 21,390
   Cetera Investment Advisers 1067 - 2024-03-31 130,262 $4,290,000 123,039
   Royal Fund Management LLC 83 - 2024-03-31 105,706 $3,482,000 13,072
   Weaver Capital Management LLC 37 - 2024-03-31 71,186 $2,344,000 1,473
   Csenge Advisory Group 132 - 2024-03-31 69,668 $2,294,000 7,488
   Goss Wealth Management LLC 794 - 2024-03-31 45,725 $1,506,000 3,774
   Friedenthal Financial 23 - 2024-03-31 44,486 $1,465,000 1,031
   OHE FINANCIAL INC 102 - 2024-03-31 40,619 $1,338,000 65
   J P MORGAN CHASE & CO 3217 - 2024-03-31 38,498 $1,268,000 1,172
   Capital Analysts Inc. 235 - 2024-03-31 31,762 $1,046,000 251
   ROYAL BANK OF CANADA 3017 - 2024-03-31 28,904 $951,000 16,306
   MARINER WEALTH ADVISORS, LLC 1541 - 2024-03-31 28,470 $938,000 36
   TOWER RESEARCH CAPITAL LLC 691 - 2024-03-31 20,630 $679,000 12,847
   Lido Advisors LLC 726 - 2024-03-31 19,168 $631,000 2,570
   Kestra Advisory Services LLC 1567 - 2024-03-31 17,278 $569,000 3,668
   Walker Asset Management LLC 47 - 2024-03-31 16,351 $538,000 70
   Lakeview Capital Partners LLC 238 - 2024-03-31 15,730 $518,000 23
   PRUDENTIAL FINANCIAL INC 2226 - 2024-03-31 12,690 $418,000 196
   MERCER GLOBAL ADVISORS INC /ADV 1521 - 2024-03-31 9,780 $322,000 3,210
   Capital Financial Planning LLC 60 - 2023-09-30 9,328 $280,000 7,466
   COMERICA SECURITIESINC. 437 - 2023-09-30 6,840 $205,000 5,472
   Nelson Van Denburg & Campbell Wealth Management Gr 731 - 2024-03-31 5,657 $186,000 103
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1680 - 2024-03-31 4,192 $138,000 461
   Coastal Investment Advisors Inc. 560 - 2024-03-31 1,461 $48,000 1,461
   JFS WEALTH ADVISORS, LLC 572 - 2024-03-31 776 $26,000 5
   Bogart Wealth LLC 505 - 2024-03-31 601 $20,000 4
   BENJAMIN F. EDWARDS & COMPANY INC. 1735 - 2024-03-31 254 $8,000 29
   COMERICA BANK 3241 - 2024-03-31 192 $6,000 7

  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results