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Get Institutions for : 
Invesco S&P 500 Equal Weight Materials ETF (RTM)  
$35.75 0.06 (0.17%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    3
Total shares held : 
 4,155,153  
% of shares held : 
 24.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -133,463  
% of shares held change : 
   -0.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.70  
Last Quarter's Ending Price : 
 $36.33  
Last Quarter's Average Price : 
 $33.50  
Change from last quarter's     
avg. price to the last closing  : 
2.25 (6.72%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 94,011
 2.26%
 
Increased Positions :
22
 102,865
 2.48%
 
Unchanged Positions :
24
 1,647,165
 39.64%
 
Decreased Positions :
34
-229,705
-5.53%
 
Closed Positions :
10
-100,634
-2.42%
 
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
   BANK OF AMERICA CORP /DE/ 2335 - 2024-03-31 329,292 $11,963,000 14,950
   Obsidian Personal Planning Solutions LLC 14 - 2024-03-31 119,170 $4,115,000 11,554
   Friedenthal Financial 10 - 2024-03-31 99,111 $3,601,000 3,460
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1241 - 2024-03-31 56,314 $2,046,000 42,485
   Maltin Wealth Management Inc. 31 - 2024-03-31 52,420 $1,904,000 5,068
   Stratos Wealth Partners LTD. 459 - 2024-03-31 48,854 $1,775,000 4,573
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 881 - 2023-09-30 42,705 $1,325,000 21,487
   AMERIPRISE FINANCIAL INC 3137 - 2024-03-31 24,413 $887,000 250
   MML INVESTORS SERVICES LLC 1505 - 2024-03-31 23,026 $837,000 1,345
   Milestone Advisory Partners 32 - 2023-09-30 25,828 $801,000 21,374
   Equitable Holdings Inc. 741 - 2024-03-31 16,858 $612,000 849
   CREATIVE FINANCIAL DESIGNS INC /ADV 264 - 2024-03-31 13,840 $503,000 1,159
   Brick & Kyle Associates 54 - 2024-03-31 11,135 $404,000 5
   ASSET MANAGEMENT GROUP, INC. 109 - 2024-03-31 10,930 $397,000 50
   Lido Advisors LLC 883 - 2024-03-31 10,037 $365,000 433
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3914 - 2024-03-31 9,191 $334,000 9,191
   TOWER RESEARCH CAPITAL LLC 1115 - 2024-03-31 8,847 $321,000 4,118
   FIRST HEARTLAND CONSULTANTS INC 338 - 2024-03-31 7,992 $290,000 14
   Strategic Blueprint LLC 507 - 2024-03-31 7,516 $273,000 116
   MULTIFINANCIAL SECURITIES CORP 2011 - 2024-03-31 7,327 $266,000 626
   HANSON MCCLAIN, INC. 869 - 2024-03-31 4,150 $151,000 8
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2390 - 2024-03-31 535 $19,000 35
  22 Records found
  1    
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