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Get Institutions for : 
Invesco S&P MidCap Low Volatility ETF (XMLV)  
$55.77 0.06 (0.11%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 177    7
Total shares held : 
 8,161,978  
% of shares held : 
 20.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -63  
Amount of shares held : 
 -567,528  
% of shares held change : 
   -1.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.34  
Last Quarter's Ending Price : 
 $56.40  
Last Quarter's Average Price : 
 $53.88  
Change from last quarter's     
avg. price to the last closing  : 
1.89 (3.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 545,969
 6.69%
 
Increased Positions :
36
 129,758
 1.59%
 
Unchanged Positions :
41
 329,050
 4.03%
 
Decreased Positions :
92
-1,137,284
-13.93%
 
Closed Positions :
15
-105,971
-1.3%
 
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
   MORGAN STANLEY 2095 - 2024-03-31 618,087 $34,860,000 316
   PFS INVESTMENTS INC. 71 - 2023-06-30 518,329 $26,824,000 22,182
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 188 - 2024-03-31 465,857 $26,274,000 9,072
   UBS Group AG 1184 - 2024-03-31 361,909 $20,412,000 42,863
   DORVAL Corp 9 - 2024-03-31 209,050 $11,383,000 5,499
   Baird Financial Group Inc. 549 - 2024-03-31 133,986 $7,557,000 14,251
   PFS Partners LLC 6 - 2024-03-31 124,857 $7,042,000 4,687
   Cornerstone Wealth Management LLC 46 - 2024-03-31 113,290 $6,390,000 7,265
   Obsidian Personal Planning Solutions LLC 8 - 2024-03-31 105,950 $5,768,000 7,700
   RAYMOND JAMES & ASSOCIATES 1566 - 2024-03-31 89,716 $5,060,000 3,540
   Cetera Investment Advisers 1165 - 2024-03-31 63,394 $3,575,000 52,850
   PROVISE MANAGEMENT GROUP LLC 99 - 2024-03-31 50,199 $2,831,000 8,426
   FINANCIAL NETWORK 977 - 2024-03-31 38,587 $2,176,000 64
   Avestar Capital LLC 74 - 2024-03-31 36,922 $2,082,000 8,716
   Capital Analysts Inc. 171 - 2024-03-31 33,912 $1,913,000 2,106
   HARBOUR INVESTMENTS INC. 262 - 2023-12-31 31,674 $1,684,000 803
   Sculati Wealth Management LLC 50 - 2024-03-31 27,057 $1,526,000 3,983
   Ameritas Advisory Services LLC 295 - 2024-03-31 26,334 $1,456,000 6,579
   Kestra Advisory Services LLC 1063 - 2024-03-31 23,474 $1,324,000 14,803
   GOLDMAN SACHS GROUP INC/ 3439 - 2024-03-31 22,193 $1,252,000 14,544
   MULTIFINANCIAL SECURITIES CORP 1070 - 2024-03-31 21,100 $1,190,000 13,900
   Goss Wealth Management LLC 911 - 2024-03-31 21,007 $1,180,000 2,514
   WIN ADVISORS INC 34 - 2024-03-31 19,398 $1,094,000 452
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 551 - 2024-03-31 17,913 $1,010,000 42
   GTS SECURITIES LLC 535 - 2024-03-31 16,872 $952,000 8,667
   Investment Partners Asset Management Inc. 39 - 2024-03-31 14,409 $813,000 122
   VIRTU FINANCIAL LLC 301 - 2024-03-31 13,018 $734,000 4,818
   JANE STREET GROUP LLC 3602 - 2024-03-31 11,114 $627,000 7,341
   Householder Group Estate & Retirement Specialist L 122 - 2024-03-31 10,121 $571,000 57
   CITIGROUP INC 2681 - 2024-03-31 9,715 $548,000 678
   INSIGNEO ADVISORY SERVICES LLC 256 - 2024-03-31 9,314 $525,000 54
   MorganRosel Wealth Management LLC 77 - 2024-03-31 8,823 $498,000 2,733
   ESSEX FINANCIAL SERVICES INC 329 - 2024-03-31 8,664 $489,000 7
   Spectrum Wealth Advisory Group LLC 18 - 2024-03-31 8,537 $482,000 5
   Commonwealth Financial Services LLC 88 - 2024-03-31 8,813 $469,000 8,813
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1677 - 2024-03-31 7,518 $424,000 136
   Dynamic Advisors Solutions LLC 668 - 2024-03-31 6,953 $392,000 2,596
   Sigma Planning Corp 1025 - 2024-03-31 4,473 $252,000 4,473
   Redwood Financial Network Corp 122 - 2024-03-31 4,377 $247,000 119
   Steward Partners Investment Advisory LLC 1467 - 2024-03-31 3,250 $183,000 124
   Front Row Advisors LLC 240 - 2024-03-31 1,046 $59,000 111
   HAZLETT BURT & WATSON INC. 319 - 2024-03-31 989 $56,000 5
   Laurel Wealth Advisors LLC 286 - 2024-03-31 938 $53,000 321
   EPG Wealth Management LLC 351 - 2024-03-31 445 $25,000 3
   PSI Advisors LLC 391 - 2024-03-31 378 $21,000 227
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1568 - 2024-03-31 44 $2,000 44
  46 Records found
  1    
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