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Get Institutions for : 
Invesco Dynamic Large Cap Growth ETF (PWB)  
$90.79 1.53 (1.71%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    7
Total shares held : 
 5,321,145  
% of shares held : 
 44.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 26,066  
% of shares held change : 
   0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.49  
Last Quarter's Ending Price : 
 $89.29  
Last Quarter's Average Price : 
 $84.79  
Change from last quarter's     
avg. price to the last closing  : 
6.00 (7.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 130,438
 2.45%
 
Increased Positions :
42
 493,106
 9.27%
 
Unchanged Positions :
40
 359,199
 6.75%
 
Decreased Positions :
36
-463,343
-8.71%
 
Closed Positions :
6
-134,135
-2.52%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1520 - 2024-03-31 717,678 $64,082,000 -15,757
   BANK OF AMERICA CORP /DE/ 1540 - 2024-03-31 377,254 $33,685,000 -1,977
   WELLS FARGO & CO/MN 1515 - 2024-03-31 115,713 $10,332,000 -3,144
   COMMONWEALTH EQUITY SERVICES LLC. 788 - 2024-03-31 110,262 $9,845,000 -6,882
   Private Advisor Group LLC 275 - 2024-03-31 106,712 $9,528,000 -1,338
   GOLDMAN SACHS GROUP INC/ 2210 - 2024-03-31 90,187 $8,053,000 -175
   CWM LLC 365 - 2024-03-31 74,779 $6,677,000 -889
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 235 - 2024-03-31 72,373 $6,462,000 -40,293
   TRUSTCORE FINANCIAL SERVICES LLC 28 - 2022-12-31 92,354 $5,517,000 -6,020
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1149 - 2024-03-31 54,315 $4,850,000 -752
   Dynamic Advisors Solutions LLC 173 - 2024-03-31 53,682 $4,793,000 -173
   AMERIPRISE FINANCIAL INC 2545 - 2024-03-31 36,298 $3,269,000 -3,898
   Firestone Capital Management 23 - 2024-03-31 36,416 $3,252,000 -327
   WIN ADVISORS INC 18 - 2024-03-31 34,887 $3,115,000 -5,863
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 47 - 2024-03-31 33,117 $2,957,000 -75
   Advisor Group Holdings Inc. 1420 - 2024-03-31 32,609 $2,912,000 -10,164
   Personal Resources Investment & Strategic Manageme 23 - 2024-03-31 24,848 $2,219,000 -86
   Equitable Holdings Inc. 460 - 2024-03-31 20,904 $1,867,000 -69
   Tobias Financial Advisors Inc. 39 - 2024-03-31 20,901 $1,866,000 -2
   Merit Financial Group LLC 281 - 2024-03-31 20,256 $1,754,000 -687
   COMERICA BANK 1303 - 2024-03-31 17,276 $1,543,000 -1,364
   Steward Partners Investment Advisory LLC 801 - 2024-03-31 10,832 $967,000 -1,280
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1095 - 2024-03-31 8,311 $742,000 -45
   STIFEL FINANCIAL CORP 2429 - 2024-03-31 7,551 $674,000 -305
   BENJAMIN F. EDWARDS & COMPANY INC. 624 - 2024-03-31 6,550 $585,000 -3
   Koshinski Asset Management Inc. 307 - 2024-03-31 6,152 $549,000 -5,881
   Covenant Asset Management LLC 95 - 2024-03-31 6,118 $546,000 -833
   PNC FINANCIAL SERVICES GROUP INC 1680 - 2024-03-31 4,455 $398,000 -1,866
   Arkadios Wealth Advisors 466 - 2024-03-31 4,203 $375,000 -49
   IAM Advisory LLC 80 - 2024-03-31 3,298 $294,000 -23
   EXCHANGE CAPITAL MANAGEMENT INC 168 - 2024-03-31 3,180 $284,000 -700
   MERCER GLOBAL ADVISORS INC /ADV 1731 - 2024-03-31 215,838 $216,000 -1,782
   HARBOR INVESTMENT ADVISORY LLC 418 - 2024-03-31 1,313 $117,000 -50
   SILVER OAK SECURITIES Inc 422 - 2024-03-31 1,062 $95,000 -5,296
   J P MORGAN CHASE & CO 4679 - 2024-03-31 592 $53,000 -1
   M&R CAPITAL MANAGEMENT INC 227 - 2024-03-31 592 $53,000 -4
   AMERIVEST INVESTMENT MANAGEMENT LLC 256 - 2023-06-30 638 $45,000 -115
   First Command Advisory Services Inc. 301 - 2024-03-31 290 $26,000 -450
   Global Retirement Partners LLC 1869 - 2024-03-31 180 $16,000 -230
   PSI Advisors LLC 439 - 2024-03-31 150 $13,000 -1
  40 Records found
  1    
  Page 1 of 1
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