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Get Institutions for : 
Invesco Defensive Equity ETF (DEF)  
$78.05 0.48 (0.62%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    1
Total shares held : 
 1,362,453  
% of shares held : 
 29.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -149,305  
% of shares held change : 
   -3.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $72.24  
Last Quarter's Ending Price : 
 $78.51  
Last Quarter's Average Price : 
 $74.81  
Change from last quarter's     
avg. price to the last closing  : 
3.24 (4.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 20,360
 1.49%
 
Increased Positions :
19
 28,230
 2.07%
 
Unchanged Positions :
18
 141,881
 10.41%
 
Decreased Positions :
24
-139,199
-10.22%
 
Closed Positions :
7
-58,696
-4.31%
 
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
   CAPROCK Group Inc. 245 - 2024-03-31 12,708 $998,000 0
   BCJ Capital Management LLC 186 - 2024-03-31 9,507 $746,000 0
   MONECO Advisors LLC 223 - 2024-03-31 6,982 $548,000 0
   UBS Group AG 4146 - 2024-03-31 5,757 $452,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 512 - 2024-03-31 6,061 $439,000 0
   GOLDMAN SACHS GROUP INC/ 3970 - 2024-03-31 5,546 $435,000 0
   MULTIFINANCIAL SECURITIES CORP 1689 - 2024-03-31 5,505 $432,000 0
   Wealthcare Advisory Partners LLC 661 - 2024-03-31 3,881 $305,000 0
   Private Advisor Group LLC 1821 - 2024-03-31 3,841 $302,000 0
   BCS Wealth Management 205 - 2024-03-31 3,100 $243,000 0
   Global Retirement Partners LLC 783 - 2024-03-31 2,556 $201,000 0
   S.A. Mason LLC 203 - 2024-03-31 1,450 $114,000 0
   Parallel Advisors LLC 1533 - 2024-03-31 590 $46,000 0
   BANK OF MONTREAL /CAN/ 3095 - 2024-03-31 418 $33,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 350 - 2024-03-31 326 $26,000 0
   Aptus Capital Advisors LLC 930 - 2024-03-31 326 $26,000 0
   PIERSHALE FINANCIAL GROUP, INC. 77 - 2023-06-30 275 $19,000 0
   PRIVATE TRUST CO NA 1546 - 2024-03-31 179 $14,000 0
   Archer Investment Corp 668 - 2024-03-31 107 $8,000 0
   Providence Capital Advisors LLC 287 - 2024-03-31 43 $3,000 0
   CITIGROUP INC 4395 - 2024-03-31 20 $2,000 0
   PROEQUITIES INC. 9562 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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