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Get Institutions for : 
Invesco S&P 500 Equal Weight Real Estate ETF (EWRE)  
$32.65 0.17 (0.52%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    6
Total shares held : 
 1,717,745  
% of shares held : 
 28.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 218,202  
% of shares held change : 
   3.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.57  
Last Quarter's Ending Price : 
 $32.87  
Last Quarter's Average Price : 
 $32.17  
Change from last quarter's     
avg. price to the last closing  : 
0.48 (1.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 229,421
 13.36%
 
Increased Positions :
11
 229,432
 13.36%
 
Unchanged Positions :
11
 17,889
 1.04%
 
Decreased Positions :
21
-179,727
-10.46%
 
Closed Positions :
3
-60,924
-3.55%
 
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
   Schaeffer Financial LLC 7 - 2024-03-31 186,531 $6,131,000 -1,908
   IFP Advisors Inc 95 - 2023-12-31 142,297 $4,734,000 -109,445
   Oxinas Partners Wealth Management LLC 13 - 2024-03-31 90,839 $2,986,000 -7,752
   SIGNALPOINT ASSET MANAGEMENT, LLC 77 - 2024-03-31 30,173 $992,000 -73
   Wealthcare Advisory Partners LLC 374 - 2024-03-31 29,279 $962,000 -792
   INTERACTIVE FINANCIAL ADVISORS 35 - 2024-03-31 27,444 $902,000 -89,630
   Collaborative Wealth Managment Inc. 57 - 2024-03-31 25,232 $829,000 -1,482
   Capital Analysts Inc. 266 - 2024-03-31 24,562 $807,000 -223
   JAMES INVESTMENT RESEARCH INC 174 - 2024-03-31 21,701 $713,000 -294
   Green Harvest Asset Management LLC 135 - 2024-03-31 15,574 $512,000 -4,163
   ENVESTNET ASSET MANAGEMENT INC 3533 - 2024-03-31 12,207 $401,000 -763
   MML INVESTORS SERVICES LLC 1922 - 2024-03-31 12,042 $396,000 -21
   UBS Group AG 4343 - 2024-03-31 10,279 $338,000 -196
   GeoWealth Management LLC 601 - 2024-03-31 7,928 $261,000 -2,870
   Geneos Wealth Management Inc. 790 - 2024-03-31 4,056 $133,000 -150
   Aspire Private Capital LLC 567 - 2024-03-31 48 $2,000 -1
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3055 - 2024-03-31 45 $1,000 -9
  17 Records found
  1    
  Page 1 of 1
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