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Get Institutions for : 
Invesco DWA Developed Markets Mom ETF (PIZ)  
$35.92 0.05 (0.14%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    2
Total shares held : 
2,891,617  
% of shares held : 
57.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
693,475  
% of shares held change : 
  13.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$31.26  
Last Quarter's Ending Price : 
$34.46  
Last Quarter's Average Price
$32.90  
Change from last quarter's     
avg. price to the last closing  : 
3.02 (9.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
13
 968,188
 33.48%
 
Unchanged Positions :
14
 63,889
 2.21%
 
Decreased Positions :
26
-274,379
-9.49%
 
Closed Positions :
2
-334
-0.01%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 372 - 2024-03-31 449,355 $15,485,000 -20,780
   RAYMOND JAMES & ASSOCIATES 1620 - 2024-03-31 136,306 $4,697,000 -3,284
   CFG ASSET MANAGEMENT LLC 93 - 2024-03-31 109,492 $3,773,000 -334,300
   MORGAN STANLEY 4321 - 2024-03-31 72,531 $2,499,000 -1,563
   OLD MISSION CAPITAL LLC 201 - 2024-03-31 71,918 $2,478,000 -121,629
   PROSPERA FINANCIAL SERVICES 304 - 2023-12-31 62,791 $1,994,000 -15,666
   Cyndeo Wealth Partners LLC 185 - 2024-03-31 34,656 $1,194,000 -4,728
   BANK OF AMERICA CORP /DE/ 4004 - 2024-03-31 30,557 $1,053,000 -1,234
   Refined Wealth Management 17 - 2024-03-31 30,306 $1,044,000 -45,157
   LPL FINANCIAL CORP 3183 - 2024-03-31 27,154 $936,000 -2,141
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2164 - 2024-03-31 23,936 $825,000 -7,248
   MorganRosel Wealth Management LLC 68 - 2024-03-31 20,917 $721,000 -541
   JANE STREET GROUP LLC 3501 - 2024-03-31 20,184 $696,000 -98,687
   Monument Capital Management 100 - 2024-03-31 19,383 $668,000 -5,794
   O SHAUGHNESSY ASSET MANAGEMENT LLC 984 - 2024-03-31 18,720 $645,000 -3,269
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2110 - 2024-03-31 17,511 $603,000 -294
   CITIGROUP INC 2639 - 2024-03-31 17,058 $588,000 -3,006
   STIFEL FINANCIAL CORP 2519 - 2024-03-31 16,636 $573,000 -98
   FLOW TRADERS U.S. LLC 441 - 2024-03-31 14,934 $515,000 -29,780
   ENVESTNET ASSET MANAGEMENT INC 3548 - 2024-03-31 11,271 $388,000 -2,998
   MERCER GLOBAL ADVISORS INC /ADV 1495 - 2024-03-31 9,757 $336,000 -2,440
   PFG Investments LLC 723 - 2024-03-31 8,921 $307,000 -19,907
   CITADEL ADVISORS LLC 4360 - 2024-03-31 7,299 $252,000 -15,999
   COMERICA BANK 2205 - 2024-03-31 7,199 $248,000 -525
   Advisor Group Holdings Inc. 3519 - 2024-03-31 6,856 $236,000 -895
   BENJAMIN F. EDWARDS & COMPANY INC. 1128 - 2024-03-31 2,535 $87,000 -1,148
   Goss Wealth Management LLC 3316 - 2024-03-31 70 $2,000 -46

  27 Records found
  1    
  Page 1 of 1
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