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Get Institutions for : 
Invesco Dwa Financial Momentum ETF Trust (PFI)  
$47.20 0.29 (0.61%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    1
Total shares held : 
255,057  
% of shares held : 
23.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
31,759  
% of shares held change : 
  2.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 38,849
 15.23%
 
Increased Positions :
5
 27,978
 10.97%
 
Unchanged Positions :
9
 18,796
 7.37%
 
Decreased Positions :
9
-23,145
-9.07%
 
Closed Positions :
3
-11,923
-4.67%
 
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
   BANK OF AMERICA CORP /DE/ 3387 - 2024-03-31 57,291 $2,848,000 -4,737
   SIGNALPOINT ASSET MANAGEMENT, LLC 90 - 2024-03-31 16,813 $836,000 -36
   AMERIPRISE FINANCIAL INC 3280 - 2024-03-31 11,952 $594,000 -254
   ROYAL BANK OF CANADA 3723 - 2024-03-31 6,752 $335,000 -1,235

  4 Records found
  1    
  Page 1 of 1
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