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Get Institutions for : 
Invesco S&P 500 High Beta ETF (SPHB)  
$84.54 0.96 (1.15%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 122    7
Total shares held : 
 4,186,890  
% of shares held : 
 16.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -584,322  
% of shares held change : 
   -2.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $69.63  
Last Quarter's Ending Price : 
 $82.40  
Last Quarter's Average Price : 
 $72.07  
Change from last quarter's     
avg. price to the last closing  : 
12.47 (17.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 371,499
 8.87%
 
Increased Positions :
42
 915,805
 21.87%
 
Unchanged Positions :
21
 56,961
 1.36%
 
Decreased Positions :
38
-1,755,987
-41.94%
 
Closed Positions :
14
-115,639
-2.76%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   D. SCOTT NEAL INC. 15 - 2024-03-31 27,072 $2,375,000 0
   Ayalon Holdings Ltd. 38 - 2024-03-31 26,021 $2,283,000 0
   Legacy Financial Strategies LLC 47 - 2024-03-31 10,505 $922,000 0
   Capital Advisors Ltd. LLC 109 - 2024-03-31 10,045 $881,000 0
   Weaver Consulting Group 81 - 2024-03-31 7,164 $629,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 98 - 2024-03-31 4,030 $354,000 0
   SEQUENT ASSET MANAGEMENT, LLC 51 - 2024-03-31 3,835 $336,000 0
   Fingerlakes Wealth Management Inc. 69 - 2024-03-31 3,485 $306,000 0
   COLONY GROUP, LLC 893 - 2024-03-31 2,595 $228,000 0
   Householder Group Estate & Retirement Specialist L 432 - 2024-03-31 706 $62,000 0
   HORRELL CAPITAL MANAGEMENT INC 126 - 2024-03-31 615 $54,000 0
   Archer Investment Corp 450 - 2024-03-31 364 $32,000 0
   MILESTONE GROUP INC 321 - 2024-03-31 245 $21,000 0
   Retirement Group LLC 398 - 2024-03-31 184 $16,000 0
   CITY HOLDING CO 389 - 2024-03-31 175 $15,000 0
   OPTIMUM INVESTMENT ADVISORS 518 - 2024-03-31 111 $10,000 0
   Tyler-Stone Wealth Management 649 - 2024-03-31 105 $9,000 0
   Pinnacle Bank 787 - 2024-03-31 37 $3,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1966 - 2024-03-31 30 $3,000 0
   Tidemark LLC 567 - 2024-03-31 34 $3,000 0
   PROEQUITIES INC. 8687 - 2024-03-31 0 $0 0
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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