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Get Institutions for : 
Invesco DWA Momentum ETF (PDP)  
$97.60 0.39 (0.4%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    2
Total shares held : 
 7,239,233  
% of shares held : 
 31.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -539,110  
% of shares held change : 
   -2.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.52  
Last Quarter's Ending Price : 
 $85.49  
Last Quarter's Average Price : 
 $79.43  
Change from last quarter's     
avg. price to the last closing  : 
18.17 (22.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 38,492
 0.53%
 
Increased Positions :
45
 144,695
 2%
 
Unchanged Positions :
60
 145,251
 2.01%
 
Decreased Positions :
55
-710,157
-9.81%
 
Closed Positions :
11
-12,140
-0.17%
 
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
   MORGAN STANLEY 1363 - 2024-03-31 785,159 $77,558,000 -64,870
   WELLS FARGO & CO/MN 666 - 2024-03-31 575,038 $56,802,000 -10,242
   COMMONWEALTH EQUITY SERVICES LLC. 258 - 2024-03-31 434,009 $42,871,000 -14,267
   UBS Group AG 1102 - 2024-03-31 240,445 $23,751,000 -1,044
   LPL FINANCIAL CORP 881 - 2024-03-31 232,921 $23,008,000 -17,257
   PROSPERA FINANCIAL SERVICES 21 - 2023-12-31 249,123 $21,298,000 -87,957
   JANNEY MONTGOMERY SCOTT LLC 372 - 2024-03-31 173,299 $17,119,000 -1,574
   SAVANT CAPITAL MANAGEMENT INC 88 - 2024-03-31 172,308 $17,021,000 -6,896
   AMERIPRISE FINANCIAL INC 1441 - 2024-03-31 158,915 $15,699,000 -10,415
   Strid Group LLC 7 - 2024-03-31 129,508 $12,793,000 -6,381
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 712 - 2024-03-31 121,886 $12,040,000 -16,811
   Rockefeller Capital Management L.P. 492 - 2024-03-31 102,499 $10,125,000 -1,461
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 484 - 2024-03-31 97,436 $9,625,000 -123,320
   ENVESTNET ASSET MANAGEMENT INC 1570 - 2024-03-31 93,119 $9,198,000 -6,908
   Advisor Group Holdings Inc. 733 - 2024-03-31 93,013 $9,187,000 -31,549
   Goss Wealth Management LLC 255 - 2024-03-31 86,839 $8,578,000 -2,297
   J P MORGAN CHASE & CO 2155 - 2024-03-31 84,710 $8,368,000 -2,816
   STIFEL FINANCIAL CORP 917 - 2024-03-31 76,360 $7,543,000 -3,423
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 26 - 2024-03-31 48,158 $4,757,000 -234
   OSBORNE PARTNERS CAPITAL MANAGEMENT 103 - 2024-03-31 40,814 $4,032,000 -2,757
   EP WEALTH ADVISORS, INC. 198 - 2024-03-31 38,253 $3,779,000 -70
   JBR Co Financial Management Inc 7 - 2024-03-31 34,359 $3,394,000 -5,173
   BB&T CORP 1083 - 2024-03-31 30,974 $3,060,000 -3,511
   MERCER GLOBAL ADVISORS INC /ADV 629 - 2024-03-31 28,317 $2,797,000 -4,654
   BLAIR WILLIAM & CO/IL 610 - 2024-03-31 27,750 $2,741,000 -200
   G&S Capital LLC 37 - 2024-03-31 24,142 $2,385,000 -2,028
   MorganRosel Wealth Management LLC 26 - 2024-03-31 23,409 $2,312,000 -931
   Lunt Capital Management Inc. 25 - 2024-03-31 20,027 $1,978,000 -1,039
   Fort Point Capital Partners LLC 76 - 2024-03-31 16,640 $1,644,000 -489
   Rainsberger Wealth Advisors Inc. - 2023-12-31 14,470 $1,237,000 -1,352
   Baird Financial Group Inc. 1146 - 2024-03-31 10,675 $1,054,000 -46
   STEPHENS INC /AR/ 573 - 2024-03-31 10,154 $1,003,000 -340
   BENJAMIN F. EDWARDS & COMPANY INC. 508 - 2024-03-31 10,115 $999,000 -1,270
   Private Advisor Group LLC 1309 - 2024-03-31 7,492 $740,000 -24
   Geneos Wealth Management Inc. 431 - 2024-03-31 6,670 $659,000 -275
   COMERICA BANK 1815 - 2024-03-31 5,877 $581,000 -5,102
   CREATIVE PLANNING 1791 - 2024-03-31 5,525 $546,000 -1,227
   CITADEL ADVISORS LLC 3765 - 2024-03-31 4,976 $492,000 -2,528
   Cyndeo Wealth Partners LLC 262 - 2024-03-31 4,924 $486,000 -5,325
   TKG Advisors LLC 70 - 2024-03-31 4,389 $434,000 -602
   NWAM LLC 368 - 2024-03-31 4,274 $414,000 -535
   AE Wealth Management LLC 890 - 2024-03-31 3,709 $366,000 -13,022
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1389 - 2024-03-31 3,073 $304,000 -150
   Kingsview Wealth Management LLC 826 - 2024-03-31 2,905 $287,000 -925
   Salomon & Ludwin LLC 161 - 2024-03-31 2,588 $256,000 -1,655
   NATIONAL BANK OF CANADA /FI/ 1211 - 2024-03-31 2,585 $249,000 -150
   Old Port Advisors 184 - 2023-09-30 2,966 $228,000 -200
   BANK OF MONTREAL /CAN/ 2730 - 2024-03-31 1,615 $160,000 -191
   Founders Financial Alliance LLC 303 - 2024-03-31 1,364 $135,000 -297
   Element Wealth LLC 175 - 2024-03-31 534 $53,000 -2,599
   FSC Wealth Advisors LLC 157 - 2024-03-31 203 $20,000 -67
   Tidemark LLC 398 - 2024-03-31 132 $13,000 -77
   ATLAS CAPITAL ADVISORS LLC 659 - 2024-03-31 120 $12,000 -11
   AdvisorNet Financial Inc 1244 - 2024-03-31 110 $11,000 -105
  54 Records found
  1    
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